Global Asset and Wealth Manager Selects Quantifi for Portfolio Management

The client is one of the largest global asset and wealth managers in the world, trading across a broad range of asset classes, with AUM of over $1trillion.

The Client

With AUM of over $1trillion, the client is one of the largest global asset managers, forming part of the alternative investment group within a leading global investment bank. The client focuses on market dislocations and has developed a strong reputation in the relative value trading space.

The Challenge

The client 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. They 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
  • Seamless connectivity with PBs and administrators

Why Quantifi?

  • Single integrated platform for analytics, trading and risk management
  • Support for the latest market and regulatory requirements
  • Lightweight technology architecture for fast, seamless implementation
  • Superior performance
  • Low total cost of ownership (TCO) 

“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.”

The Results

  • Trading: Supports all major asset classes with real-time trade feeds, pre-trade checks, and accurate OIS, CVA and FVA valuation.
  • Data & Integration: Advanced data management, role-based security, and flexible integration with prime brokers, administrators and market data sources.
  • Risk & Reporting: Comprehensive market, credit, counterparty, and liquidity risk analytics, plus investor and regulatory reporting (MiFID, EMIR, Dodd-Frank).
  • Operations: Real-time position and P&L management, dynamic compliance monitoring, margin calculation and an integrated workflow to streamline exception handling.

Download the complete case study to see how Quantifi supports this global asset manager with its single front-to-back solution.

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