Global Asset and Wealth Manager Selects Quantifi for Portfolio Management

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The client, one of the largest asset and wealth managers in the world, was looking for a single front-to-administrator solution for trading and risk management to address growth, market changes, and regulatory requirements including MiFID, EMIR, and Dodd-Frank for one of its premier funds.

 


"A detailed cost/benefit analysis, conducted by the client, of their use of Quantifi over a
5 year period showed a projected ROI of 275% and a payback period of less than 1 year."


 

Background 

The client sought a single integrated cross asset trading and portfolio management system that would provide first-class operational support, comprehensive market, counterparty and liquidity risk management, accurate OIS valuation, CVA and FVA analytics and seamless connectivity with PBs and Administrators.

Selection Process

After a 5 month review of alternative internal and external solutions, Quantifi proved to be the clear leader, as it offered all the functionality best matching the client’s stringent requirements. The client recognised that Quantifi's holistic platform, built on light-weight technology architecture, would deliver next-generation reporting and superior analytics with a low total cost of ownership.

 

Business Requirements

The client required a multi-asset Portfolio Management System (PMS) that spans all components of the risk management value chain to manage transactional and portfolio risk at desk level and optimise enterprise risk control in the middle to back office. They wanted a core system that could seamlessly integrate with their business processes and flexible technology architecture to cater for changing business requirements. Ease and speed of implementation as well as post-sales support was another important consideration.

Implementation

The complexity of the implementation was shaped by the level of co-ordination across multiple functions, multiple interfaces and data integration. One of the strongest aspects of Quantifi is the quality and simplicity of data management. With rich ETL processes for importing of the client's market and trade data, a service based architecture for seamless integration and unique plug-in APIs for simple and robust client customisations, dramatically lowered costs and time to market.

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