Case Study: Causeway Capital Management achieves 2X growth and 10x faster customized reporting with SS&C Technologies' Vision FI

Causeway Capital Management - Customer Case Study

Causeway Capital Management, a global equity investment manager with $58B AUM (as of June 30, 2018), faced growing client demand for individually tailored, high-volume custom reports and a need to operate independently of third‑party providers and internal IT support. To meet that requirement, they selected SS&C Technologies’ Vision FI to create a future‑proof, client‑centric reporting platform.

SS&C Technologies implemented Vision FI to deliver unlimited, automated report customization, automated quality control, and live interactive reporting via Vision FI xPortal. The solution sped complex report production up to 10×, automated responses to consultant questionnaires, eliminated reliance on third‑party services, and improved consistency and staff autonomy — and Causeway reports doubling in assets and clients since implementation (2× growth) without reporting pain.

Causeway Capital Management

Pete Petersen

Director of Technology and Chief Cybersecurity Officer