Case Study: UC Investments transforms a $125 billion portfolio in one year with Solovis

UC Investments transforms a $125 billion portfolio in one year with Solovis

UC Investments, the office managing the $125 billion portfolio for the University of California, faced significant challenges with fragmented data and legacy technology. With no single source of truth across asset classes and reliance on manual processes, the team struggled with poor data quality and siloed operations. They sought a modern platform to unify their view and support decision-making, ultimately selecting the Solovis portfolio analytics platform.

The solution, centered on the Solovis platform, provided a unified investment book of record and on-demand analysis tools across all asset classes. With dedicated analyst services and a collaborative implementation, UC Investments achieved a full transformation in just over one year. The results included an accurate, near real-time view across their entire $125 billion portfolio, streamlining communication and overcoming decades of historical data issues. Solovis enabled this rapid shift by serving as the core of their new operational backbone.

UC Investments