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Quantifi Insights

Navigate the major trends & developments shaping the industry with Quantifi’s in-depth research and analysis.

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FEATURED INSIGHT

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

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Videos

Onboarding & operating made simple

Quantifi sets itself apart through exceptional support and finely tuned implementations refined with each project delivery.

Videos

Complex data, transformed

Data management and integration is a major challenge in most implementations. Quantifi's intuitive tools and adaptable features streamline data integration and get you up running in no time.

Videos

Get better answers, faster

Achieve higher performance standards and accurate results with the fastest, most sophisticated, and comprehensive library of pricing and risk models available in the market today.

Videos

One platform for all your strategies

Run new strategies and find new sources of alpha with the flexibility to trade any asset class you want.

Videos

Implementation myths vs reality

Firms are oftern hesitant about taking on a new product or the prospect of ugrades. With Quantifi, this doesn't have to be the case.

Videos

Embrace the future of banking

Are your legacy systems difficult to maintain, difficult to integrate and require huge effort in managing your data?

Videos

Analytics that match the market

Quantifi provides the most comprehensive, accurate and intuitive financial development library available.

Videos

Client story: a strong foundation for growth

Staying ahead of the competition requires constant innovation and adaptation. To thrive, investment managers need to harness the latest technology.

Videos

Taking an investment bank from zero to live in 8 months

Raise your expectations of what is possible. Our collaborative, client-centric business model puts you in control.

Videos

Client story: Launching a new fund

As a start-up, you want to get up and running in a fast, predicatable timeframe and finding the right technology partner is crucial.

Videos

Empowering commodity trading firms

Are you relying on traditional, manually intensive methods to evaluate and respond to risk?

Videos

Open APIs: Achieve more, with less code

Foster innovation with a powerful, low-code development environment that empowers traders, risk managers, and quants to run complex analysis and extend functionality.

Videos

Experience the difference with Quantifi

Quantifi's next-generation technology has been built for the way you work. Unlock your potential to transform your business with technology that helps you better trade, value and manage risk.

Blog

Risks and resilience: a global perspective on banking challenges

The journey towards competitiveness and resilience in the banking industry is an ongoing one. It requires not only a keen awareness of the present challenges but also a forward-looking mindset that anticipates the challenges of tomorrow.

Whitepapers

Banking Risk Management System Trends

This research looks at future influences and trends for banking risk management systems covering investment, system environment, regulatory influence, effect of AI, and current and future financial and non-financial risk priorities.

Videos

From complexity to clarity – achieve a clear view of your risk

With access to real-time, historical, and custom reporting, you can create a single view of risk.

Videos

Trusted models that deliver results

If your analytics are not meeting your needs, it can mean that you are not able to take advantage of opportunities in the marketplace.

Videos

Eliminate complexity with cloud

Reduce your time to market with a fast, cloud-based implementation. Scale faster and more efficently as your business grows.

Videos

Live P&L and risk: real-time insights

Monitoring risk and P&L in real-time plays an important role in trading performance, risk management, compliance, and maintaining transparency in financial markets.

Whitepapers

Rethinking risk: the role of XVA in commodity markets

Commodity trading firms face heightened complexity amidst volatility in today's market. Holistic credit risk management is crucial and firms have been prompted to reassess practices to navigate risks effectively.

Client Stories

Multinational commodity firm selects Quantifi for XVA trading & counterparty risk management

The client is a leading market maker specialising in energy and metals derivatives that provides comprehensive coverage across physical commodities, listed derivatives and OTC derivatives in oil, gas, power, emissions and metals.

Videos

Empowering hedge funds

You need a technology provider that is reliable and delivers according to your timelines. Quantifi takes care of all of that.

Whitepapers

Banking on stability: evaluating resilience in market shocks

By analysing WWR and jumps-at-default, the Fed aims to gain a deep understanding of the potential vulnerabilities within the banking system.

Whitepapers

Bank credit risk: how well do you know your counterparties?

As non-bank entities gain significance in financial markets, regulators must adjust supervision to tackle emerging risks effectively.

Whitepapers

Hybrid bonds: The interplay of fixed and floating

FtF bonds are among some of the most challenging fixed income instruments. While most banks tend to develop FtF models in-house, hedge funds trading FtFs may find the implementation challenges too difficult to tackle.

Client Stories

Sona Seamlessly Transitions to Quantifi’s Enterprise Grade Risk Management Solution

With Quantifi’s data science-enabled solution, Sona can create custom analytics by utilising Quantifi’s pricing models in Python and integrating the trade, market and reference data from Quantifi’s risk system.

Client Stories

Traxys Adopts Quantifi for Market & Counterparty Risk Management

Built specifically for commodity firms to achieve optimal trading and risk management outcomes, Quantifi offers a powerful and adaptable solution that delivers exceptional performance.

Blog

Maximising alpha with CVA swaps

Quantifi anticipates that CVA (Credit Valuation Adjustment) swaps will be crucial in financial markets, providing the means for participants to manage counterparty credit risk in over-the-counter derivatives.

Whitepapers

CVA Swap: An Innovative Approach to Hedging CVA

The CVA swap market is predicted to play a key role in financial markets in the imminent future. While significant risk transfer and capital relief trade transactions have become established practices, CVA swaps have only recently entered the trading arena.

Blog

Tackling interest rate curve construction complexity

Optimise your interest rate curve construction and overall market and counterparty credit risk management.

Blog

Why technology choices matter for start-up hedge funds

Firms that do not make the right choices are likely to end up having to replace systems that are not flexible enough to meet the needs of the market.

Blog

Be complimented for complementing your risk infrastructure

The key to effective risk management lies not necessarily in scrapping existing systems but in enhancing them with complementary solutions that offer accurate and sophisticated analytics.

Blog

Credit risk management: Integrating ESG factors

The integration of ESG factors into credit risk functions is reshaping the way financial institutions assess and manage credit risks. Firms need to understand the impact ESG considerations can have on the creditworthiness and performance of borrowers.

Blog

From complexity to opportunity in the credit markets

The credit market landscape is analytics driven. Success hinges on the ability to obtain and leverage sophisticated analytics effectively. Having an edge in analytics can be the differentiating factor

Blog

ESG: The challenges faced by front-office and enterprise risk functions

In light of emerging legislation centred around ESG, financial firms must employ robust risk strategies to address the multifaceted challenges posed by the ESG landscape.

Client Stories

Pepper Global Selects Quantifi for Market Risk

Pepper Money UK is an award-winning UK specialist mortgage lender which is part of Pepper Global. Since inception in 2016 Pepper Money UK had deployed internally developed solutions designed to manage market and interest rate risk and had identified the need to enhance these systems to support planned growth.

Blog

Setting you up for success: 4 key elements to a successful implementation

The value of any technology solution is dependent on the team put in place to implement, maintain, and support your investment.

Blog

Survey: Risk outlook & priorities for APAC banks over the next 12 months

As banks confront the many challenges of the ever-evolving landscape of finance, understanding and effectively managing risks have become paramount for success and sustainability.

Blog

How to validate AI & ML risk models

Financial institutions are increasingly relying on artificial intelligence and machine learning (AI/ML) for critical decision-making and efficient client services. However, validating these models presents unique challenges beyond traditional validation practices. This blog provides an overview of additional requirements for model validation in the context of AI/ML.

Blog

Beyond Libor: the impact of SOFR on rates, bonds and loans

The transition from Libor to SOFR has presented several challenges in the market. During the transition, financial institutions and market participants have been working to develop and adopt new products and contracts based on SOFR as a replacement for those previously linked to Libor.

Blog

Survey: how banks are managing credit risk in a volatile and dynamic landscape

In an era of economic uncertainty and rapid technological advancements, staying ahead of credit risk is essential for financial institutions to protect their assets and maintain stability.

Whitepapers

Integration of ESG: Front Office and Enterprise Risk Synergy

Collaboration, data-driven insights, and strategic alignment between these functions is crucial to navigate the multifaceted ESG landscape successfully.

Whitepapers

Mastering Interest Rate Curve Construction

Banks, investment firms, and other market participants value and manage large notionals of interest rate derivatives, bonds, loans, structured products, and other cash instruments that are sensitive to changes in interest rates.

Client Stories

APAC Investment Bank Selects Quantifi’s Integrated Capital Markets Platform

Headquartered in Sydney, the client provides corporate and strategic advisory, equity and debt capital market underwritings, cash equities, research, prime brokerage and traditional fixed income services.

Blog

An introduction to managing model risk

When implementing an MRM policy, the core questions that arises centres around how much external assistance is required to support governance and validation.

Whitepapers

Validating and Monitoring AI & ML Financial Models

Financial institutions are increasingly relying on artificial intelligence and machine learning (AI/ML) for critical decision-making and efficient client services. However, validating these models presents unique challenges beyond traditional validation practices.

Whitepapers

Mastering Interest Rate Curve Construction in the Australian Market

Building an accurate and robust interest rate curve has significant implications for setting benchmark rates to managing risk.

Blog

Implementing ESG principles in trading and risk management

Embracing ESG requires a holistic approach that combines innovative data analytics and ethical considerations to optimise returns while managing risks responsibly.

Whitepapers

Farewell LIBOR, Hello SOFR: Analytical Hurdles & Fixed Income Implications

The main hurdles in transitioning from LIBOR to SOFR are the fundamental difference between the two rates and the need for increased liquidity in the SOFR derivatives market.

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.

Whitepapers

Commodity Markets: Managing Risk During Times of Volatility

This paper examines the distinctive challenges in risk management that commodity trading firms face and how they are responding to such risks to endure market disruptions.

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

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.

Blog

Wrong-way risk: insights on the Credit Suisse and Archegos case

The Archegos incident highlights the importance of implementing comprehensive risk management frameworks that consider not only individual counterparty risk, but also the broader implications of market conditions and concentration of trades.

Client Stories

Arini Transforms Trading and Risk Management with Quantifi

Quantifi is highly customisable, which allows Arini to tailor the solution to its specific investment needs. This flexibility was essential for a firm like Arini, which manages a diverse range of assets and investment strategies.

Whitepapers

Managing Inflation Risk with Hedging Strategies

Inflation can erode the value of investments and reduce the purchasing power of cash flows, which can be particularly detrimental to fixed-income investments.

Whitepapers

Model Risk Management: Strengthening Model Governance

This paper explores the key reasons why financial firms establish MRM frameworks and describes the transition from ad hoc individual model analysis to formal firmwide model governance and validation functions.

Client Stories

Palm Lane Capital Selects Quantifi’s Portfolio Management Solution

Palm Lane Capital is a London based alternative credit asset manager that applies both quantitative and fundamental analysis to generate returns from relative value opportunities arising from inefficiencies and dislocations in credit markets.

Client Stories

Nomura Selects Quantifi for its Advanced Structured Credit Models

Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, they service the needs of individuals, institutions, corporates and governments.

Client Stories

Foundation Credit Selects Quantifi as Core Pricing & Risk Management Replacement

Foundation Credit (originally founded as FCO Advisors) is a leading alternative asset manager dedicated to the multi-trillion dollar municipal credit and infrastructure debt markets in the United States.

Whitepapers

How Data Science is Transforming Finance

The past decade has seen the rise of emerging technologies across the financial industry and beyond. There are now synergistic groups of technologies that are operating at scale and will further accelerate digitisation, boost resilience and drive operational efficiencies.

Client Stories

Mizuho Americas Partners with Quantifi to Support its Robust Equity Derivatives Platform

Mizuho Americas markets its US equity derivatives capabilities to US corporates, providing solutions including accelerated share repurchases, collars, convertible call spreads, and equity forwards.

Whitepapers

Managing Equity Volatility

In 2022, after several years of largely benign macro-economic conditions, aided by the soothing drip feed of government stimulus, equity markets woke up to a new reality. As investors gazed in horror at vertiginous descents in value, there was a rebirth of interest in listed and OTC instruments with payouts indexed to volatility.

Whitepapers

The acceleration of electronic credit trading

The adoption of algorithmic trading, systematic market-making strategies and advanced trading protocols requires firms to embrace new technologies.

Client Stories

Sona Asset Management Selects Quantifi to Support Growth Strategy

Sona has chosen to enhance its existing risk infrastructure with Quantifi’s sophisticated risk analytics. Quantifi was selected for its rich functionality, modern technology and ability to scale.

Client Stories

Selwood Asset Management Selects Quantifi’s Single Integrated Portfolio Management System

"Quantifi is the core of our infrastructure and is implemented across our front, middle and back office for intra-day pricing, pre-trade analytics, stress testing and intra-day and end-of-day risk runs."

Client Stories

New Zealand Superfund Takes an Advanced Approach to Credit & Liquidity Risk Management

New Zealand Superannuation Fund (NZSF) is the sovereign wealth fund of NZ. It’s purpose is to help pre-fund the future pension/superannuation liabilities of an increasingly aging NZ population. Since it was established in 2001, the Fund has grown in size to NZD 45 billion. It is a long-term, growth-oriented fund that invests globally, both directly and through external managers, into a wide range of asset classes and investment products.

Client Stories

AFD Treasury Leverages Quantifi’s Integrated Trading and Risk Management Solution

Agence Française de Développement (AFD), is an established and specialised financial institution that has been working to fight poverty and foster economic growth by financing sustainable development projects in developing countries across five continents. AFD is a regulated bank with 40 offices around the world and operating in more than 60 countries.

Client Stories

Bunge Selects Quantifi’s Credit & Counterparty Risk Management Solution

Bunge is a leading agribusiness and food company with integrated operations that circle the globe, covering over 40 countries with approximately 35,000 employees.

Client Stories

Axiom Alternative Investments Selects Quantifi’s Cloud Portfolio Risk Management Solution to Support its New Credit Fund

Quantifi was selected for its sophisticated analytics and out of the box implementation approach.

Client Stories

Ellington Management Group Selects Quantifi to Help Grow their Credit Business

With a proven track record of delivering the most sophisticated models with advanced functionality, Ellington Management Group is just one of several new funds using Quantifi.

Client Stories

Carbon Cap Selects Quantifi to Support Carbon Emissions Investment Strategies

Carbon Cap Management (Carbon Cap) is a London based environmental asset management firm. To support the growth of its fund, Carbon Cap has replaced their existing core risk software with a more sophisticated solution.

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