Sampension Strengthens Private Capital Management
OverviewMeeting the growing demands of a complex portfolio
As Sampension’s private capital portfolio grew, so did the complexity of its operations and reporting demands. The pension provider set out to find a partner that could help streamline processes, safeguard data quality and position its team for long-term scalability.
Serving life insurance companies, pension funds, corporations and asset management clients.
Onboarded on time with integrated intelligence for private markets.
Streamlined operations, fund accounting and reporting.
ChallengeAligning growth with operational resilience
Stefan Cortz, Head of Alternatives Operations at Sampension, shares the challenge, solution and impact in his own words.
“Managing private capital investments is a core function at Sampension, one of Denmark’s leading pension providers, with EUR 40 billion1 in assets under management. As our portfolio has expanded, so too have the demands for our operating model, especially in areas such as efficiency and scalability, while maintaining consistently high data quality.
To address these challenges, we looked for a provider who could integrate with our systems and support our long-term vision.”
SolutionStreamlined technology integration to support scale and control
“MSCI Private Capital Solutions offered a combination of platform functionality and service support that aligned well with our needs. Their technology integrates effectively with our SimCorp Dimension setup and allows us to maintain control over data and processes.
The onboarding of over 500 investments was executed on time and in alignment with our internal expectations. Since implementation, we’ve seen meaningful improvements in our investment operations, fund accounting and reporting functions.”
“Collaborating with MSCI has significantly boosted our efficiency and scalability while aligning with our high data quality standards in managing private capital investments. Its integrated solutions and collaborative approach have seamlessly integrated with our operating model and objectives.”
- Stefan Cortz, Head of Alternatives Operations, Sampension
ImpactSustained efficiency gains and greater operational transparency
“The collaboration has supported our team in managing growing volumes while maintaining the quality and transparency we require.
MSCI’s team has been responsive and engaged throughout the process and we appreciate their openness to feedback as we continue to evolve our capabilities. We believe this collaboration is a valuable step in strengthening our private capital operations in a measured and sustainable way.”
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1 As of December 31, 2024.
Disclaimer
Although Sampension was not compensated to share this case study, it is a client of MSCI Inc., and commercial relationships with MSCI or its affiliates (including as clients or suppliers) may create potential conflicts of interest. This case study does not imply any guarantee of similar results.