INVESTMENT MANAGEMENT

Portfolio Management Solution

Enhance portfolio management and take advantage of new opportunities with an integrated solution that breaks down barriers between front, middle & back office functions.

Designed to drive growth

The smarter way to generate alpha

Increase alpha, improve accuracy, and automate processes with Quantifi’s Portfolio/Order Management System (PMS/OMS). Multi-asset models deliver exceptional performance and accuracy, and give you the flexibility to adapt as your strategies evolve. Stay in control with live P&L, live risk and real-time reporting. Data-science capabilities allow you to run complex ad-hoc analysis in a user friendly, low-code environment. A modern Python API gives you the power to innovate by building custom applications.

Get the most out of your data with sophisticated analytics drive better decision making.

Build custom applications to generate alpha with an open, extensible system & powerful APIs.

A modern cloud-based technology stack ensures fast and successful implementations.

KEY FEATURES

This is How We Do it

Cross-asset Support

Mutli-Asset Support

Trade across multiple investment strategies with cross-asset coverage across: fixed income, money markets, equities, FX, rates, credit, commodities.
Calculate & Report Risk

Market Risk Management

Market risk measures include VaR, sensitivities, ‘what if’ analysis and complex user-defined scenarios can be calculated and analysed.

Position Management and P&L

Live P&L and Risk

Gain complete transparency with real-time reporting including options to value using different currencies, sensitivity-based and revaluation explanations and audit.
Enhance Operational Efficiency

Enhance Operational Efficiency

A fully configurable workflow  allowing integration with administrators, PBs, clearing houses and others.

Seamlessly Integrate

Seamlessly Integrate

Open architecture seamlessly integrates with existing systems as well as prime brokers & fund administrators using unique plug-in APIs.

Manage Trade Life Cycle

Manage Trade Life Cycle

Manage the full trade life cycle with end-to-end support for trade progression from inception to maturity.

YOUR CHALLENGES

A clear vision

At Quantifi, we understand the challenges hedge funds face, and we offer solutions that can help you transform your business.

Struggling with systems that don't support new strategies or asset classes?

Quantifi’s integrated front-to-back office solution supports comprehensive coverage across fixed income, credit, equities, FX, commodities, inflation, loans, rates & hybrids.

Market-leading models deliver ground-breaking performance. Giving you the flexibility to adapt, as your strategies evolve, ensuring that you stay ahead of the curve.

With Quantifi, you can better value, trade and risk manage your exposures and respond more effectively to changing market conditions.

Looking for maximum control over risk?

A full suite of compliance, limits and regulatory features are designed to mitigate your firm’s exposure. Flexible limits can be set across any number of measures including asset class, counterparties, brokers and clearinghouses to satisfy internal policy limits, portfolio guidelines and regulatory limits.

With Quantifi, you can manage the full trade life cycle with end-to-end support for trade progression from inception to maturity.

Benefit from complex client-driven analysis, strategy back-testing, ad hoc portfolio what-if analysis – all using mixed data sets from diverse sources.

Not satisfied with the analytics and risk numbers from your current provider?

Quantifi provides the most comprehensive financial development library available. Our market-leading models are used by major financial institutions across financial markets including Tier-1 banks. They are thread-safe, multicore-enabled and highly optimised for performance.

By combining advanced analytics with the latest tools and techniques, Quantifi is at the forefront of helping firms optimise their risk exposures, improve performance and accelerate growth.

The ability to call Quantifi from Python makes it easy to extend the high-level functionality of the model library and combine the models with the most popular libraries in data science and machine learning including pandas and TensorFlow.

Looking for greater transparency and more detailed risk reporting?

Full transparency is achieved with interactive drilldown, slicing and aggregation across all data. Accurately monitor risk on a portfolio and incremental basis to evaluate portfolio impact.

Integrated reporting, stress-testing & scenario analysis provide portfolio managers with the transparency to manage risk and hedge exposures.

With Quantifi, clients can leverage pre-built stress tests or create customised scenarios reflecting user-defined risk metrics. With access to real-time, historical, and custom reporting, you can create a single view of risk.

Difficulty integrating new solutions and/or implementing upgrades?

Our open APIs and tools that give clients the flexibility they need, not just a black box.

New technology combined with outstanding support ensure a fast, seamless implementation with minimal disruption to your existing workflows and processes.

Quantifi’s microservices architecture is built up of single-purpose components allowing functionality to be consumed in ways applicable to your unique business requirements.

Existing workflows are fragmented and lack automation?

Quantifi comes with a fully configurable workflow engine for full control and operational efficiency.

Workflow states, transitions, pre and post conditions can all be specified and configured.

Quantifi’s workflow offers a full connectivity layer allowing integration with Administrators, Prime Brokers, Clearing houses and others. The workflow integrates statuses from external systems and tracks exceptions and resolutions.

Difficulty managing data?

Quantifi integrates with data science technology to provide cloud native, scalable performance for large data sets.

Rich ETL capabilities seamlessly integrated with existing data repositories and third-party data providers.

Let's Talk!

Speak with one of our solution experts

client stories

Delivering excellence

“Quantifi comes with great Excel add-ins and APIs that allow us to quickly prototype new analytics and integrate with our proprietary models. We can also leverage on Quantifi’s existing reporting capabilities and user interfaces, which saves us time and money. “

Laurence Penn
Vice Chairman and COO, Ellington Management Group

“With Quantifi’s strong emphasis on quantitative techniques for modelling and comprehensive risk management capabilities, we have enhanced how we track, trade and risk monitor investment opportunities and its platform facilitates the active management of our portfolios”

Michael Hattab
Senior Portfolio Manager, LFIS

“As our structured credit business is expanding, we wanted a more powerful set of models and analytics. Our decision to work with Quantifi was driven by its strong track record as well as the flexibility and ease of use of the solution.”

David Benamou
Chief Investment Officer at Axiom Alternative Investments

“Quantifi’s cloud-enabled platform will also allow us to scale faster and more efficiently as the fund expands. As a start-up fund we wanted to get up and running in a predictable timeframe, and Quantifi’s support team was instrumental in helping us to achieve this.”

Michael Phelps
CIO, Tresidor

Quantifi is the core of our infrastructure and is implemented across our front, middle and back office. Quantifi rates high on ease-of-use, its unique modelling capabilities and the flexibility to define custom workflows.

FEATURED 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.

insights

Innovative thinking

Whitepapers

Navigating the PMS/OMS Maze: A Buyer’s Guide

This guide explores the key factors to consider so you can select the right solution that aligns with your firm’s requirements and supports your investment strategies.

Blog

Leveraging Data Science for Next Generation Risk & PnL

Over the last few years, there has been a step change in the role of data and technology in trading, risk management and investment decision-making. Firms are deploying data science tools to improve risk assessment and business response strategies, and bring more rigour to their operations.

Whitepapers

Take Advantage of Relative Value Credit Opportunities with Advanced Bond Analytics

This whitepaper explores the challenges of bond analytics and how access to the right analytics can provide opportunities for more comprehensive trading strategies.

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