Case Studies

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

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The client is a rapidly growing investment manager based in New York City. Formed in 2016, the fund seeks to provide positive absolute returns while preserving capital in all market environments. The fund’s investment portfolio is focused on bonds, CDS, loans and stocks.

Requirements

The fund required a risk management system to be able to trade and satisfy internal and external investor compliance requirements. After careful review, it was clear Quantifi was the most suitable solution to support their growth plan and provide the capabilities necessary to support their investment strategies.

Selection Process

The client recognised that, with Quantifi, they would have a flexible, robust solution with broad functionality to calculate risk at individual trade and aggregated portfolio level and powerful reporting tools to analyse results. Time-to-market and total cost of ownership (TCO) were also important in the firm’s choice of technology provider.

 



“The client required a platform that could provide the required level of sophistication for their risk management needs. Quantifi’s broad range of functionality was easily customised and the client liked the fact Quantifi could scale to support their business as it continues to grow.” 

Pradiv Mahesh, Director, Americas Sales, Quantifi


 

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