INSURANCE

Optimise
performance

Improve valuations, increase transparency, and simplify operations with a portfolio management solution you can trust.

Insurance Portfolio Management

Manage risk, capital & regulations

Navigate the evolving landscape of the insurance industry confidently with Quantifi’s Portfolio Management Solution (PMS). In the face of shifting demographics, low interest rates, heightened competition, and regulatory changes like Solvency II, Sarbanes-Oxley, and the Model Audit Rule (MAR), your ability to make strategic investment decisions is crucial. Our PMS empowers you with a precise and timely understanding of risk, so you can make informed decisions. Elevate your portfolio management with Quantifi, and stay ahead in today’s challenging insurance landscape.

Break down barriers between front, middle & back office functions.

Gain new levels of usability, flexibility & integration.

Trusted by leading insurance companies.

KEY FEATURES

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.

WHITEPAPER

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.

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EXPLAINER VIDEO

Make Better Investment Decisions

Providing clients with the ability to do complex data analysis and flexible reporting using popular data science tools. Integrated with Quantifi’s proven portfolio management solution, users benefit from complex client-driven analysis, strategy back-testing, ad hoc portfolio what-if analysis – all using mixed data sets from diverse sources.

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.

insights

Innovative thinking

News

Quantifi Named Technology Firm of the Year at the Insurance Asset Management Awards

Risk management is a fundamental and integral aspect of the insurance asset management industry. The implementation of MiFID II, Basel lll, Solvency ll and IFRS13 has changed the way almost all portfolios are priced, traded and reported.

News

Quantifi Wins Best Implementation at a Buy-Side Firm at the WatersTechnology Awards

WatersTechnology, a feature-driven magazine covering both the business and technology issues of the Buy-Side Technology and Sell-Side Technology brands and their respective markets, has awarded Quantifi with Best Implementation at a Buy-Side Firm.

Blog

Optimise Your LDI Strategy

The key objective for a life insurer, pension scheme or asset manager is to ensure there is sufficient cash flow to fund future payment obligations to clients. However, achieving this goal in a low-rate environment with increasing regulatory oversight and capital requirements is becoming ever more challenging. As a result, many insurance and pension providers are turning to LDI strategies to more readily attain their funding target.

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