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 that 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.

CLIENT STORY

Launch your fund with confidence

This fund has gone from launch to the one of the most innovative asset management companies in European fixed income and Quantifi has been with them every step of the way.

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

Accomplish more

Gain a competitive edge

Get live risk and P&L across your whole portfolio
With Quantifi, you can calculate pricing, P&L and risk in real-time, at multiple levels.
A unified platform for all your strategies
From vanilla options to complex derivatives, our cross-asset library boasts the most advanced pricing and risk models available in the market.
Achieve more, with less code
Open APIs give you the flexibility to integrate our advanced analytics with other open-source data science & machine learning tools.

CLIENT STORIES

Delivering excellence

EXPLAINER VIDEO

Make smarter decisions & improve risk assessment

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.

BUYER’S GUIDE

Navigating the PMS/OMS maze

Whether you are a start-up fund or looking to upgrade your existing solution, selecting a PMS/OMS is an important decision that can greatly impact your firm’s operations and success. 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.

insights

Innovative thinking

News

One Investment Management Selects Quantifi’s PMS for Public and Private Credit Strategies

Global alternative investment manager, OneIM, chooses Quantifi's PMS to enhance agility and accuracy.

Blog

Launching a new fund? Survey reveals emerging managers’ top priorities

The present economic challenges have altered the landscape of technology investments in the investment services sector this year. Firms are now allocating greater resources towards technologies that yield substantial business benefits.

Blog

10 Factors driving hedge funds to implement a new PMS/OMS

Investment managers are constantly striving to optimise their processes, improve accuracy, and bolster investor trust. As funds expand and adapt, the need for a reliable and effective Portfolio/Order Management System (PMS/OMS) becomes increasingly apparent.

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