
Case Study: Midwestern University
With a rapidly growing portfolio of alternative assets, the team at Midwestern University agreed they would benefit from the automation of the aggregation, reconciliation, and reporting of all their assets.
Daniel Cepeda, Founding Partner and Portfolio Manager, Quantix
Quantix wanted a robust and customizable set of risk management and analytics tools that they could use to build focused investment solutions for their clients. They did not find an out-of-the-box solution that suited their needs, but they also did not want to build everything themselves. Beacon’s “Buy and Build” model provided a solid foundation of standard models and instruments on top of an enterprise-grade development experience that they could use to add their proprietary analytics.
With the help of Beacon’s client engineering, the Quantix’ team was able to leverage Beacon’s open architecture and transparent code license to add their custom requirements. Within a short time frame, they were creating sample portfolios, backtesting strategies, and launching their investment solutions.