Identify &
Evaluate Risk

An integrated portfolio management solution that breaks down the barriers between front, middle and back office functions.

Insurance Portfolio Management

Manage Risk, Capital & Regulations

The insurance industry faces a number of challenges driven by changing demographics, low interest rates, increasing competition, and new regulatory initiatives i.e. Solvency ll and Sarbanes-Oxley in Europe and Model Audit Rule (MAR) in the U.S. In an era where identifying and managing risk is more complex than ever, insurers are challenged to make optimal investment decisions. Quantifi’s Portfolio Management Solution (PMS) is designed to help firms identify and evaluate risk with greater accuracy, granularity and timeliness. 

An integrated platform that supports front-to-back office functions

Provides new levels of usability, flexibility & integration

Trusted by some of the leading insurance companies


This is How We Do it

Cross-asset Support

Cross-asset Support

Comprehensive cross-asset coverage across all major asset classes: fixed income, money markets, equities, FX, rates, credit, commodities.

Calculate Accurate P&L

Calculate Accurate P&L

Calculated in real-time, including options to value using different currencies, sensitivity-based and revaluation explanations and audit.

Model Assets & Liabilities

Model Assets & Liabilities

A comprehensive suite of models, including Structured Product Framework (SPF), to model complex liabilities.

Generate Interactive Reports

Generate Interactive Reports

Next generation reporting that includes interactive drill down and aggregation across even the largest data sets.

Seamless Integration

Seamless Integration

Open architecture seamlessly integrates with existing internal and other 3rd party systems using unique plug-in APIs.

Enhance Operational Efficiency

Enhance Operational Efficiency

A rules based workflow that can be configured for optimal efficiency and effectiveness in terms of flow, path and outcome.


Next Generation Portfolio Management System

Delivering cross-asset trading, front-to-back operations, position management, accurate analytics, risk management, margining and regulatory reporting, Quantifi’s integrated solution provides consistency between front, middle and back office functions.

A Complete Solution for LDI Decision-Making

LDI managers need powerful, flexible risk and valuation technology. Quantifi makes it easy for firms to achieve their funding targets while successfully navigating business, market and regulatory change.

Industry recognised

Next Generation Portfolio
and Investment Risk Capabilities

Celent has commended Quantifi for its Advanced Technology and Portfolio Management Functionality. “For our notable commendations, we praise Quantifi for its ability to to stay ahead of analytical developments and support complex cross-asset portfolio with diverse investment strategies”

Cubillas Ding, Research Director, Celent


How to Get the Most Out of
Your LDI Strategy

Liability-driven investment (LDI) is a core investment strategy for many life insurers, pension schemes and asset managers. It is an approach to investment in which all or part of the strategy is designed to match a scheme’s liabilities. This paper explores how, with the right technology, firms can achieve better results to get the most out of their LDI strategy.


Navigate major trends & developments shaping the industry


Trends Shaping Portfolio and Investment Risk Management

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.


Identifying Liquidity Risk for Financial Stability

This whitepaper explores the importance of liquidity in the functioning of financial markets and the increasing regulatory pressures on capital market firms to ensure strong liquidity risk management practices are being carried out.


Quantifi Recognised as Best Risk and Technology Firm in the Insurance Investment Exchange Awards 2017

Quantifi, a provider of risk, analytics and trading solutions, today announced it has been awarded ‘Best Risk and technology Firm’ in the Insurance Investment Exchange Awards 2017.

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