In Part 1, Quantifi and Celent examined a number of key trends that are reshaping the industry including the shift from active to passive, growth in multi-asset and broadening of investable asset classes and increasing demand for tailored, outcome-focused investment solutions. This blog examines how margin pressures are forcing firms to improve costs and to streamline their core technology and operations and Celent’s recommendations for pursuing fit-for-purpose solution strategies. Read More
Quantifi and Celent explore the trends affecting asset managers and asset owners and examines their impact from an investment management technology and operation standpoint. Part 1 examines a number of key trends that are reshaping the industry including the shift from active to passive, growth in multi-asset and broadening of investable asset classes and increasing demand for tailored, outcome-focused investment solutions. Read More
Forward-looking investment management firms are searching for ways to outperform their peers. The firms that we see succeeding are executing based on a combination of focused business models, agile operational competency, and strong cost discipline, especially around core investment and risk functions. This survey was conducted during a webinar Quantifi hosted, featuring Celent, on ‘Trends Shaping Portfolio and Investment Risk Management’. Over 100 individuals from across the buy-side industry registered for the webinar. Read More
The webinar explored several trends including the ongoing shift from active to passive investing and the continued expansion into emerging alternative and illiquid asset classes. This expansion of assets has, in turn, increased demand for tailored, outcome-focused investment solutions and firms are also increasingly inclined to stay operationally lean in an environment of sustained fee compression. The final trend examined the steady influx of FinTech service providers, disrupting aspects of the current asset management value chain. read more
Quantifi been noted for its advanced technology and analytics in a recent report by Celent, a leading research, advisory, and consulting firm focused on financial services technology. In the report ‘Next Generation Portfolio and Investment Risk Capabilities’ Celent evaluated front office portfolio and risk managing solutions, examining strengths related to portfolio design, construction and optimisation functions, investment decision support analytics; investment forecasting and simulations; and support for risk budgeting activities. read more
As a new fund, the client was looking for a technology partner who understood the specific challenges they are faced with and can scale as the fund grows. Given the need for strong risk control capabilities the client was looking for a solution that would allow their traders and portfolio managers to analyse risk at deal and aggregated portfolio level. The risk function required the ability to generate sensitivities, stress tests and scenario analysis for the portfolio, along with the required management and investor reports.