Client Segments

Asset Managers

Scalable investment management

Now, more than ever, against a backdrop of increasing competition and shrinking margins, you need to develop differentiated investment strategies to generate better returns while reducing cost. And, with these challenges no longer solely in the domain of active management, passive managers are feeling the pressure too.

With the power and flexibility of Qontigo’s Analytics and Index Solutions, we can help you achieve competitive advantage. Whether you are ESG-focused, long-only, long/short, factor, fundamental, quantitative or somewhere in between, use our tools to obtain superior intelligence across the entire investment process.

Why Qontigo?

Flexible and cost-efficient

Easily integrate your tools into an existing platform or construct a best-of-breed offering thanks to our APIs and an open platform architecture

One platform

Replace legacy systems with a single solution that can handle risk analytics across strategies, asset class or investment horizons

ESG strategies

Align with globally recognized norm-based screening with a range of indices meeting exclusionary and inclusionary criteria

Intelligent climate investment solutions

Invest in the shift towards a low-carbon economy and align investments to the Paris Climate Agreement and Climate Transition Benchmark

Tailored strategies

Model your high conviction ideas with our highly customizable tools, rather than trying fit into our setup

Fixed income and equity factor-based investing

Leverage our factor libraries and models – or use your own – to construct smarter strategic beta strategies

Performance attribution

Use either factor-based or Brinson-style attribution to demonstrate equities performance attribution

Staying informed

Benefit from our interactive dashboards for reporting and to highlight where you may be misaligned with your target strategy.

Consolidated reporting and filing

Say goodbye to disparate spreadsheets and missed deadlines with one regulatory reporting platform for all your filings

Case Studies

Portfolio Construction

Scaling to Build New Strategies

Established Finnish fundamental asset manager turns to cloud-based solutions to expand into quantitative strategies

Portfolio Risk Management

Uncovering Unique Risk with Custom Risk Models

Leading European asset manager pursues their ambitious growth plans with our sophisticated cross-asset risk analytics

Regulatory Reporting

Streamlining the Regulatory Reporting Process

Asset manager reduces the burden of their regulatory reporting process thanks to our end-to-end SaaS solution

Portfolio Construction

Controlling DTS Exposure with a Fixed Income Style Model

Diversified Multi-Asset global asset manager benchmarks strategies using innovative fixed income factors approach
Portfolio Risk Management

Working Together to Develop a Consistent View of Risk

LDI-focused global asset manager leans on our high touch customer service to integrate a risk management system across the organization
Portfolio Construction

Solving Any Complex Strategy with a True Optimizer

US quantitative asset manager launches new strategies with a better, faster and more sophisticated optimizer

Portfolio Construction

Backtesting Strategies at Scale

Top 10 fund manager in China takes advantage of sophisticated country-specific risk models and plug-and-play technology for more accurate financial optimization
Index / ETFs

iSTOXX MUTB Index Series

One of Asia’s largest banks sought to offer smart-beta products to its asset-owner clients, but lacked the capabilities to design sophisticated indices. We devised a series of co-branded indices that offer investors a spectrum of strategy tools and specific optionality, and gave our client flexibility, full support in index management, and the objectivity of a third-party index provider.

Associated Products

Axioma Risk

A flexible, powerful and easy-to-use tool that provides users with a competitive edge in risk forecasting, portfolio construction, client reporting and alpha research.

 

Learn More >

Axioma Portfolio Optimizer

Deploy advanced portfolio optimization for a wide range of investment management approaches, from quantitative to fundamental with virtually limitless objectives and an equally unlimited range of constraints.

 

Learn More >

Axioma Factor-based Fixed Income Risk Model

Powered by Axioma Fixed Income Spread Curves, this cross-sectional factor model provides insights into systematic macro and style factor exposures.

 

Learn More >

STOXX CTB and PAB Indices

STOXX Climate Indices are designed to facilitate the shift in investments towards a low-carbon economy and to align investments to the Paris Climate Agreement.

 

Learn More >