Success Story ESG-AM AG
Secure and scalable IT infrastructure for sustainable financial strategies
ESG-AM is a fixed income asset management boutique that was founded as a start-up in 2021. Its strength lies in its in-depth expertise in fixed income and sustainability, which it consistently implements in all areas of the investment process. With this clear focus, ESG-AM combines expertise, responsibility and precision for sustainable investment strategies with long-term impact.
Challenges of ESG-AM AG
After the company was founded in 2021, the IT infrastructure had to be completely rebuilt.
The requirements were high:
FINMA compliance: Security, data storage and traceability had to meet the regulatory requirements of the financial sector.
Cost efficiency and scalability: The IT environment should be able to adapt flexibly to the company's growth and be operated cost-effectively.
Limited internal IT resources: ESG-AM needed a partner to set up, operate and further develop its IT infrastructure.
Customized applications and databases: In-house developments had to be securely integrated into the cloud and technical support for programming and setting up databases had to be ensured.
Looking for a competent IT partner: For technical and strategic issues, a partner was sought who would not only implement the IT landscape, but also actively help to shape and develop it.
Joint solution with itnetX
- Development of an IT concept with a focus on stability, FINMA compliance and scalability
- Setting up a cloud environment based on Microsoft 365 and Azure
- Implementation of central services: Exchange Online, Teams, SharePoint, OneDrive and Intune
- Setup of Azure Virtual Machines, Azure SQL Database, Key Vault and Azure Backup
- Automated provisioning of cloud resources with Azure Landing Zone and Terraform
- Integration of Microsoft Defender and Security Center for comprehensive security management
- Introduction of the Managed Workplace and AzureRUN for ongoing operation and monitoring of the systems
- Establishment of 1st level support for centralized and fast processing of user requests
Technologies used
- Microsoft 365: Exchange Online, Teams, SharePoint, OneDrive, Intune
- Microsoft Azure: Azure AD, Azure Virtual Machines, Azure SQL Database, Key Vault, Azure Backup
- Microsoft Defender & Security Center, Azure Landing Zone, Terraform
Added value for ESG-AM AG
- Regulatory secure IT infrastructure: All data is stored in an Azure environment that meets the highest security and compliance requirements of the financial sector.
- Scalable IT for growth: The cloud environment grows flexibly with you. New employees, applications or databases can be easily integrated without additional hardware or complex adjustments.
- Transparent IT costs: Scalable structures and the usage-based model create predictable IT costs and avoid unnecessary overcapacity.
- Automation: Changes such as new users, databases or security guidelines are implemented automatically. This saves time, reduces errors and increases consistency.
- Integration of individual applications and databases: Applications and databases developed in-house have been securely integrated into the cloud. At the same time, technical expertise is available to efficiently implement and further develop new developments.
- Complete IT solution: With the Managed Workplace, itnetX takes over the operation, maintenance, support and management of the entire IT environment.
- Working in partnership: New requirements are recognized and implemented at an early stage thanks to the close exchange. itnetX acts as a strategic partner and provides impetus for automation, reporting and data integration.
"As a financial company, we are subject to strict regulatory requirements. Together with itnetX, we have implemented an IT solution that is designed to meet these requirements while supporting flexibility and cost efficiency. The cooperation in areas such as individual developments, IT support and strategic consulting has proven to be valuable for us and contributes to a reliable service partnership."
Marco Tognarini, Co-Founder, ESG-AM
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