Case Study: Oaktree Capital Management achieves centralized, governed master data with Semarchy

How Oaktree Capital centralized investor, fund, and legal entity data with Semarchy

Oaktree Capital Management, a global alternative investment manager with over $190 billion in assets, faced challenges with fragmented data systems and manual processes. The firm needed to centralize its investor, fund, and legal entity data to create a single source of truth, improve governance, and standardize workflows. To address this, they implemented a master data management (MDM) solution from Semarchy.

Working with an implementation partner, Oaktree used Semarchy to create a unified data model and embed governance workflows. This solution automated client onboarding, streamlined reporting, and enhanced audit readiness. The results included centralized master data, increased operational efficiency, and a scalable foundation for future growth, providing Oaktree with trusted data across the enterprise.

Oaktree Capital Management

Clint Simpson

SVP Head of Data