portfolio management

Why are Firms Rethinking Their Risk Technology?

Tuesday, April 9, 2019

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

Quantifi and Celent Discuss the Trends Shaping Portfolio and Investment Risk Management

Monday, March 25, 2019

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

Trends Shaping Portfolio and Investment Risk Management

Thursday, January 24, 2019
Webinar co-hosted by Quantifi & Celent. We will send you a link to join the webinar prior to the event.
 
Date & Time:
6th March, 2019
3pm GMT / 4pm CET / 10am EST
 
Agenda:
  • Trends in investing that are driving changes in portfolio & investment risk management 
  • The impact of technology evolution - near term vs longer term
  • Key considerations when selecting or enhancing next generation capabilities
  • Important takeaways for investment firms
... read more

Quantifi Commended by Celent for its Advanced Technology and Portfolio Management Functionality

Tuesday, January 15, 2019

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

Quant Insights Conference

Thursday, November 8, 2018
Quantifi will be exhibiting at Quant Insights 4th Annual Conference in London. With the growth and development of artificial intelligence, the use of data and machine learning in finance has become a hot topic in the last few years. The Quant... read more

Investment Management Firm Goes Live with Quantifi as its Core Enterprise Risk Platform

Tuesday, July 10, 2018

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.