Investment Research and Portfolio Management Analytics using Oracle OLAP

Presented by Chris Claterbos Peeyush Shukla, CFA, FRM, Mesirow Advanced Strategies, Inc.

Mesirow Financial is a diversified financial services firm headquartered in Chicago decided to step into the future and create a set of integrated tools and dashboards to help there analysts manage and analyze their performance.
They had the following challenges:
• Performant solution needed to aggregate complex hierarchies quickly
• Replace existing quantitative statistical application
• Data to be fed from Pervasive database to Oracle
• Scalability of solution as the data volumes and users increase
• Flexibility and speed of rollout essential as multiple different application to be rolled out, using same footprint
• 10 years of historical data, from multiple data sources, to be stored and aggregated in one database
• Support for dynamically changing model
This presentation provide a technical overview of the solution and demonstrate some of the unique solutions that were created to solve their problems using Oracle Database, OLAP, JDev and BI Beans.

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