Axioma

Powering the modern investment portfolio.

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Overview

Axioma, now part of Qontigo, offers a suite of tools for portfolio optimization and risk management. Its solutions are used by asset managers, hedge funds, and asset owners to build and manage portfolios that are aligned with their investment objectives and risk constraints. The platform is known for its powerful optimization engine and flexible risk models.

✨ Key Features

  • Portfolio construction and optimization
  • Factor-based risk models
  • Performance attribution
  • Regulatory reporting (e.g., Solvency II)
  • Enterprise risk management

🎯 Key Differentiators

  • Advanced portfolio optimization capabilities.
  • Flexible and customizable risk models.
  • Open and transparent platform.

Unique Value: Empowers portfolio managers to build and manage more efficient and risk-aware portfolios through its advanced optimization and risk analytics.

🎯 Use Cases (4)

Quantitative portfolio management Risk-based asset allocation Regulatory compliance Performance analysis

✅ Best For

  • A leading choice for quantitative investment managers and those with complex portfolio construction needs.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • May be overly complex for fundamental managers with less quantitative investment processes.

🏆 Alternatives

MSCI Barra FactSet BlackRock Aladdin Northfield

Offers a more flexible and customizable approach to risk modeling and portfolio construction compared to some of its larger competitors.

💻 Platforms

Web Desktop API

🔌 Integrations

Various third-party data providers and execution management systems.

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 Type 2

💰 Pricing

Contact for pricing
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