Case Study: Royal London Asset Management achieves uniform, accurate derivative valuations and faster risk reporting with FINCAD F3 Excel Edition

Why Leading Fund Manager Royal London Asset Management Chose F3 Excel Edition

Royal London Asset Management, one of the UK's leading fund managers with over £40 billion under management, needed a uniform, accurate derivative valuation platform to replace an in‑house system. They chose FINCAD's F3 Excel Edition to provide a scalable, organization‑wide solution for valuations and risk.

FINCAD deployed F3 Excel Edition across front and middle office—used by Portfolio Managers, Traders, Quants and the P&L team—to deliver daily valuations and calculate portfolio and intra‑day risk for fixed income (interest rate swaps, swaptions, bonds) and other asset classes. The implementation improved valuation accuracy and the speed and efficiency of daily reporting, provided scalable enterprise-wide coverage, and was supported by FINCAD training and client services.

Royal London Asset Management

Darren Bustin

Head of Derivatives