Case Study: Plenum Investments achieves faster investor acquisition and greater transparency with TIBCO Software’s Spotfire visual analytics platform

Asset Management Firm Plenum Investments Attracts Investors with TIBCO Spotfire Visual Analytics Platform

Zurich-based Plenum Investments AG, an asset manager specializing in tail-risk and volatility-linked strategies, faced a common sales hurdle: static Excel reports during due diligence couldn’t answer prospective investors’ ad-hoc questions, slowing the sales cycle and forcing follow-ups. The lack of interactive, transparent presentations made it harder to demonstrate risk/return dynamics and differentiate the firm from competitors.

Plenum implemented Corepoint Capital’s Active Risk Allocation dashboard on the TIBCO Spotfire Visual Analytics platform, using interactive dashboards and a Web Player that allow live, filterable views, self-service discovery, and automated reporting. The result: faster, on-the-spot answers in sales meetings, improved transparency and risk management, ongoing client access to live exposures and performance, stronger investor conversion and retention, and a reported ROI of roughly 200%.

Plenum Investments

Heiko Bailer

CIO Pulsar Product Line