Last year, Fidelity International partnered with Quantifeed to develop an innovative digital tool designed to enhance the creation and implementation of their strategic asset allocation portfolios. One year later, FISV (Fidelity International Strategic Ventures) interviewed Alex Ypsilanti, CEO and co-founder of Quantifeed, and Salman Ahmed, Global Head of Macro and Strategic Asset Allocation at Fidelity International, to discuss the tool’s impact, the deployment process, and future plans.
Watch the full interview here
1) Efficiency Gains
Challenge: Creating and managing strategic asset allocation profiles was laborious and inefficient, heavily relying on semi-manual analytics.
Solution: The updated tool automated these processes, significantly boosting efficiency. It allowed Fidelity to produce model portfolios that were not only more accurate but also more streamlined.
2) Governance and Transparency
Challenge: Analytical tools were dispersed across various platforms, complicating customization and increasing costs, particularly with tools like Excel.
Solution: A unified platform that integrates all analytics, ensuring transparency and straightforward governance while reducing complexity and cost.
3) User Interface
Challenge: The outdated user interfaces of existing tools resulted in a subpar experience for clients.
Solution: Quantifeed delivered a modern interface that elevates the user experience. This enhancement has significantly improved client satisfaction and engagement.
What’s Next?
As they look to the future, both Quantifeed and Fidelity International are committed to further innovation. The roadmap includes additional features and improvements to continue meeting and exceeding client expectations.