You want to see all the information that tells you how your business is running, has run and will run in one place. Using enterprise analytics to manage diverse global portfolios is a challenge but it represents an increasingly necessary part of your business framework. This presentation provides an introduction to modern enterprise analytics and the current vendor landscape.

1. Slide 1
iGlobal Seminar
October 14, 2009
Damien Georges
Managing Director
Hipercept Inc.
dgeorges@hipercept.com

2. Slide 2
• Integrating information from third parties (property managers, JV
partners, asset managers)
• Determining the impact of changes in asset acquisition/disposition
strategies on investment and investor returns, including:
– Hypothetical portfolios
– Debt financing and refinancing changes
– Impact of changes in underlying property leasing assumptions and
major tenant changes on NOI and value
• Managing diverse global portfolios and trying to consolidate that
information into an accurate portfolio level understanding
Challenges

3. Slide 3
Business Intelligence and Data Governance
• Using a Business Intelligence and Data Governance framework to
tackle these challenges
• This framework supports the consistent business requirement:
– “I want to see all the information that tells me how my
business is running, has run and will run in one place”
• The reality of trying to meet the requirement:
– Access to high accuracy (data governance) information in
underlying systems
– Complex systems integration
– Method for aggregating and normalizing data
– Reporting
– Business buy-in, stamina and significant investment

4. Slide 4
Why should you care?
• I am focused on driving revenue (not technology or operations)
– These systems can be used to better manage your portfolio
• Risk management (exposure analysis)
• Debt management (loan-to-value, debt service coverage)
• Improving investment and investor returns (scenario analysis,
assumption sensitization)
– Successfully implementing this framework will result in better
portfolio management
– This framework is not a luxury in the current environment
• Both from the investment manager and the investors
perspective

5. Slide 5
Integrated Enterprise Analytics Environment

6. Slide 6
Garbage in  Garbage Out
Without the dual
implementation of a BI
and data governance
infrastructure it is difficult
to provide information that
end users can trust.
The combined strategy
enables effective risk
management and leads to
better decisions.

7. Slide 7
Implemented across the enterprise in a diverse vendor landscape

8. Slide 8
Solving the challenge – Combining Best Practices
• Combination of past projects for private equity and investment
management firms
– Implementing data governance and business intelligence in
parallel
– Defining, publishing and monitoring data standards
– Creating a system agnostic schema for the consumption of
information
• Leveraging existing standards and benchmarks (OSCRE,
PISCES, IPD and NCREIF)
– Investing several million dollars in establishing and maintaining
this platform
• Building a comprehensive business case to support this
investment

9. Slide 9
Focused on supporting the investment lifecycle

10. Slide 10
Collecting information

11. Slide 11
Taking a system agnostic approach to a data model
OSCRE Hybrid Approach