Who they are
Oaktree Capital Management is a global leader in alternative investment management with more than $190 billion in assets under management. The firm operates across credit, private equity, real assets, and listed equities, managing hundreds of funds and thousands of investor relationships worldwide. As its business grew, Oaktree sought to modernize its data management across complex fund structures, investor types, and regulatory frameworks.
Create a single source of truth for core financial data
Oaktree needed to replace fragmented systems and manual onboarding processes with a modern master data management (MDM) solution that would centralize investor, fund, and legal-entity data.
Centralize master data
Eliminate duplicate “masters” across systems and establish a single, authoritative data source.
Standardize onboarding workflows
Automate and govern client and account creation to reduce time and complexity.
Improve reporting and compliance
Strengthen audit readiness and transparency for internal and investor reporting.
Scale for growth
Support future expansion across new funds, products, and regions.
Implement a governed, workflow-driven data platform with Semarchy
Working with Accenture’s Master Data Management practice, Oaktree selected Semarchy as the foundation for enterprise data governance and master data management.
Implementation highlights:
- Designed a unified data model connecting investor, fund, and legal entity data.
- Embedded governance workflows to automate approvals and data changes.
- Engaged data stewards, IT owners, and business sponsors early through a collaborative design phase.
- Adopted a phased rollout, starting with two complex funds to build confidence and validate success.
- Combined internal expertise with external consulting partners for a blended, agile implementation.
Trusted data for smarter operations, compliance, and growth
Oaktree’s implementation of Semarchy has created the foundation for enterprise-wide master data governance and efficiency.
Key outcomes:
- Centralized master data: Unified investor, fund, and legal entity records in a single, governed hub.
- Operational efficiency: Streamlined onboarding and reduced manual reporting cycles.
- Improved compliance: Enhanced auditability and regulatory reporting with full lineage visibility.
- Cross-functional collaboration: Strengthened alignment across IT, data stewards, and business teams.
- Scalable foundation: A modern architecture ready to support additional funds and future analytics initiatives.
