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OLTAIX™ ILLUSTRATIVE USE CASES* FOR PENSION FUNDS
Use Case 1 — Private Market Transparency at Scale
Use Case 1 — Private Market Transparency at Scale
Use Case 1 — Private Market Transparency at Scale
Business Priority: Manage large private market allocations with transparency and foresight.
Pension funds with 25–35% in private equity, credit, and infrastructure rely on quarterly PDFs, valuation lags, and fragmented spreadsheets.
OLTAIX™ in Action: OLTAIX™ integrates private asset data into the Unified RAG corpus, reconciles flows
Business Priority: Manage large private market allocations with transparency and foresight.
Pension funds with 25–35% in private equity, credit, and infrastructure rely on quarterly PDFs, valuation lags, and fragmented spreadsheets.
OLTAIX™ in Action: OLTAIX™ integrates private asset data into the Unified RAG corpus, reconciles flows with custodians, and stress-tests capital calls.
Quantified Impact: Private market valuations refreshed weekly; liquidity gaps projected 9 months early; surplus volatility reduced 20–40 bps.
Use Case 2 — Breaking Spreadsheet Dependency
Use Case 1 — Private Market Transparency at Scale
Use Case 1 — Private Market Transparency at Scale
Business Priority: Replace error-prone spreadsheets with automated reconciliation and reporting.
Trustees rely on 100+ spreadsheets to consolidate data from custodians and managers, taking 4–6 weeks to produce stale results.
OLTAIX™ in Action: Unified Data Lakehouse automates ingestion, reconciliation, and compliance checks; Narrative
Business Priority: Replace error-prone spreadsheets with automated reconciliation and reporting.
Trustees rely on 100+ spreadsheets to consolidate data from custodians and managers, taking 4–6 weeks to produce stale results.
OLTAIX™ in Action: Unified Data Lakehouse automates ingestion, reconciliation, and compliance checks; Narrative Agent generates board-ready packs.
Quantified Impact: Cycle time reduced from 6 weeks to <1 week; reconciliation exceptions cut 70–80%; governance confidence improved.
Use Case 3 — Multi-Manager Ecosystem Complexity
Use Case 1 — Private Market Transparency at Scale
Use Case 3 — Multi-Manager Ecosystem Complexity
Business Priority: Simplify oversight across multiple managers and servicers.
12 managers and 5 custodians report exposures differently, creating blind spots and fragmented risk oversight.
OLTAIX™ in Action: Meta-Planner consolidates positions and liabilities into a single surplus dashboard with stress-testing.
Quantified Impact: +0.
Business Priority: Simplify oversight across multiple managers and servicers.
12 managers and 5 custodians report exposures differently, creating blind spots and fragmented risk oversight.
OLTAIX™ in Action: Meta-Planner consolidates positions and liabilities into a single surplus dashboard with stress-testing.
Quantified Impact: +0.8 year mismatch corrected in days; surplus volatility reduced by ~30 bps; trustee reporting generated with evidence.