christopher patrick & brandi beals

artisan partners: a data-driven organizationoctober 1, 2015

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ABOUT US

Christopher Patrick

• Data Analytics Lead

• 3 Years Using Tableau

• BI Symposium Viz War Champion

Brandi Beals

• Data Developer

• 5 Years Using Tableau

• Co-Lead of Tableau User Group

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ARTISAN PARTNERS

• Founded in 1994• 7 Investment Teams • 15 Investment

Strategies• 352 Associates• Over $100 Billion of

Assets Under Management

• Principal Offices– Milwaukee– San Francisco– Atlanta– New York– Kansas City– London

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DEPARTMENTS

• Information Technology & Data Governance

• Compliance & Internal Audit

• Trade Operations• Finance• Executive

Management• Investment Teams

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ROAD MAP

• Departments– Distribution– Marketing &

Communications– Human Capital

• Data Sources– Sales Data– Google Analytics– Web Services

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STRATEGY INTEGRITY

Artisan utilizes Tableau for reporting fund information, reviewing macro trends, and managing strategy integrity

Pre-Tableau• 15 sets of Holdings, Performance,

and Financial Characteristics data• Teams handle process uniquely to

them• Manual data gathering• Multiple sources of truth• Disparate data sources• 125 pages for 1 team• 500 pages of printed material per

quarter

Post-Tableau• Leverage Data Governance for

single trusted set of data• Interactive dashboards• Story Points• Still designing for print• 50 pages of printed material per

quarter• Cut out over 2 weeks of analyst

time• Focus on analysis

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STRATEGY INTEGRITY: PORTFOLIO ATTRIBUTES

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STRATEGY INTEGRITY: SECTOR

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STRATEGY INTEGRITY: REGION

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STRATEGY INTEGRITY: MORNINGSTAR COORDINATES

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STRATEGY INTEGRITY: CROSS HOLDINGS

Team 1 Team 2 Team 3 Team 4 Team 5

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CULTURE OF ANALYTICS

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THANK YOU

Christopher Patrickchristopher.patrick@artisanpartners.com

chrispatrickmke

www.christopherdpatrick.com

public.tableau.com/profile/

christopher.patrick#!/

www.linkedin.com/in/christopherdpatrick

Brandi Bealsbrandi.beals@artisanpartners.com

brandibeals

www.brandibeals.com

public.tableau.com/profile/

brandi.beals#!/

www.linkedin.com/in/brandibeals