Mobiliar invests in real estate both directly and indirectly, including through its own funds and third-party vehicles. Several portfolios are managed for different owners. The goal is to implement a consistent investment strategy, particularly in terms of quality and diversification.
This wide range of vehicles and investment mandates increases the requirements for analysis, comparability and control. The challenge lies in efficiently processing large volumes of data and making them comparable.
Cooperation
"Thanks to Novalytica, we can concentrate on analysis in portfolio management instead of spending a lot of time laboriously collecting data. The tool makes our goals measurable and saves us considerable effort in visual data preparation and reporting."
As an official Microsoft Data & AI Solutions Partner, we support companies in preparing their data consistently, analyzing it automatically and providing it in user-friendly business intelligence reports.
Novalytica provides comPlan with the data portal for indirect real estate investments and takes care of updating and preparing the data from the annual reports.
Seilerstrasse 4
3011 Bern
Badenerstrasse 120
8004 Zürich
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