LexiFi covers all of Federal Finance Gestion risk management and valuation needs for the asset management and insurance structured investments activities
Around 2017, Federal Finance Gestion was looking for an integrated solution to support the growth of its structured investment products and structured funds activity. The main challenge was the difficulty to achieve a holistic risk management view for both the asset management and insurance branches. The objective was to find a solution allowing to automate, centralize and audit: reporting, valuation, and risk management.
In the summer of 2017, Federal Finance Gestion has quickly adopted LexiFi Apropos. Federal Finance Gestion first steps with LexiFi were to centralize quantitative computations for both the asset management and insurance branches with automated valuation, risk management and reporting generation.
Today, Federal Finance Gestion frequently uses LexiFi, and not only for the structured products. The sofware allows to:
"LexiFi Apropos allowed us to reduce manual tasks on risk report production by 80%, the more we use the solution, the better we become at identifying automation opportunities."
Erwan Collec, Risk Specialist at Federal Finance Gestion
LexiFi Apropos significantly increased the productivity at Federal Finance Gestion who counts among the most active clients in task automation. LexiFi users’ automation had a positive ripple effect on all the teams involved in the structured investment activity at Federal Finance Gestion.
Many tasks and reports were successfully automated with the help of LexiFi’s technical teams who carefully listened to Federal Finance Gestion’s needs and provided the guidance, developments, and support.
Some examples of the automated tasks include:
Complying with regulatory requirements
The AMF daily Value at Risk requirement:
AMF requires daily calculation of Value at Risk (VaR) and Expected Shortfall for a specific category of Federal Finance Gestion funds. LexiFi Apropos allows to:
The Money Market Fund Reporting (MMFR):
The MMF reporting, also known as MMFR is another AMF requirement that Federal Finance Gestion answers with LexiFi thanks to:
"In 2020, despite the conditions under the COVID lockdown, LexiFi technical teams helped us -with a high level of proficiency and accuracy- to integrate the MMF reporting regulation."
Erwan Collec, Risk Specialist at Federal Finance Gestion
For these regulatory requirements, Federal Finance Gestion users are well equipped to produce accurate results with a high level of automation. LexiFi Apropos provides all the tools necessary to build the reports:
QUICK FACTS
Name: Federal Finance Gestion
Industry: asset management
AUM: EUR 42 Billion as of June 2022
Website: https://www.federal-finance-gestion.fr/
ABOUT FEDERAL FINANCE GESTION
Federal Finance Gestion is an asset management company approved by the Autorité des Marchés Financiers (AMF).
With over €40 billion in assets under management in 2020, it is one of France’s largest asset management companies.
Federal Finance Gestion offers a wide range of mutual funds, discretionary management services and corporate savings funds to satisfy individual, institutional and corporate clients.
Its offerings are distributed through the Crédit Mutuel Arkéa networks and directly to institutions, private banks, fund managers and independent asset management advisors.
Federal Finance Gestion is an entity of Arkea Investment Services, the asset management and private banking specialists of Crédit Mutuel Arkéa.