Case Study: Investment Management Firm achieves scalable core enterprise risk management with Quantifi

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

Investment Management Firm, a rapidly growing New York City-based hedge fund founded in 2016, needed a sophisticated risk management platform to support its portfolio of bonds, CDS, loans, and stocks. The firm was looking for a flexible, scalable solution that could meet trading and investor compliance requirements while avoiding the complexity and cost of building an in-house system. Quantifi was selected as the core enterprise risk platform.

Quantifi implemented a customized risk management solution tailored to the firm’s reporting, user interface, connectivity, and risk engine needs, including interfaces to the fund administrator and simplified daily operations. The platform was delivered in just 2 months and within budget, giving the client robust trade-level and portfolio-level risk calculation capabilities along with stronger reporting tools. Quantifi helped the firm go live quickly with a solution that could scale as the business grows.