Case Study: LaSalle Investment Management achieves secure, in‑house global investment reporting and cost savings with Workiva

Sharing Workiva with Investment Reporting Teams Globally

LaSalle Investment Management faced a challenge after creating its LaSalle Global Partner Solutions (GPS) business following an acquisition: whether to continue outsourcing investment reporting or bring it in-house while enabling global teams to collaborate securely and remotely. The company needed a way to standardize branded reports, connect data across offices, and support remote work—requirements made more urgent by the shift to working from home during the pandemic.

LaSalle chose the Workiva connected reporting platform, importing templates and financial data, training teams in London, and expanding use in the UK and Singapore with customer success support. The move produced significant cost and time savings by bringing fund reporting in-house, improved security by reducing email transfers, and boosted efficiency through real-time collaboration, synced Excel data, version control, and clear audit trails.

LaSalle Investment Management

Jessica Martinez

Senior Finance Executive