Investment Research and Portfolio Management Analytics using Oracle OLAP

Presented by Peyush Shukla of Mesirow Financial and Chris Claterbos

Mesirow Financial, a diversified financial services firm, created a set of integrated tools and dashboards to help their 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 for multiple applications with common footprint
• 10 years of historical data, from multiple data sources
• Support for dynamically changing model
This presentation provides a technical overview of the solution and demonstrates some of the unique solutions that were created to solve their problems using Oracle Database, OLAP, JDeveloper and BI Beans, including some complex calculations using the OLAP DML language.

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