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

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.

The client is focused on developing strategies with a competitive advantage. As a new fund, they were looking for a technology partner who understood the specific challenges they are faced with, and can scale as the fund grows. Given the need for strong risk control capabilities the client was looking for a solution that would allow their traders and portfolio managers to analyse risk at deal and aggregated portfolio level. The risk function required the ability to generate sensitivities, stress tests and scenario analysis for the portfolio, along with the required management and investor reports.

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. The fund 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.

Quantifi was customised to the client’s needs, which included developing interfaces to the client’s fund admin, configuring the user interface, and simplifying daily operations. The fund now has the advantage of a fully flexible and customisable risk platform that was implemented on schedule and with minimal effort.

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