CAF upgrades investment processes with PORT Enterprise

CAF

CAF, the Development Bank of Latin America and the Caribbean, plays a critical role in financing sustainable development across the region. With a growing portfolio of over $20 billion in liquid assets, CAF needed a modern solution to enhance portfolio oversight, streamline decision-making, and improve its risk evaluation capabilities. 

In 2023, CAF partnered with Bloomberg to implement PORT Enterprise, expanding its existing use of Bloomberg solutions. The upgrade helped CAF to modernize its workflows, automate manual processes, and integrate risk analytics into its internal dashboards using Bloomberg Query Language (BQL) and Microsoft Power BI. 

Now fully implemented, PORT Enterprise has enabled CAF to respond more quickly to market shifts, optimize investment decisions, and achieve greater operational efficiency. The solution has also empowered the team to act with increased confidence during periods of market volatility — driving measurable performance gains across its asset portfolio. 

FEATURED PRODUCTS

INDUSTRY

Development Banking

LOCATIONS

Latin America and the Caribbean

GOAL

Streamline investment strategy

and modernize

 portfolio analytics  

Enabled real-time portfolio oversight and faster investment strategy execution, especially during volatile markets.

Integrated risk analytics into dashboards for streamlined internal reporting.

Reduced manual workloads and operational risk through workflow automation.

PORT Enterprise solution allows us to connect portfolio risk analytics data from our liquid assets to our existing dashboards… We knew immediately the software would save us a lot of time.

Paul Zanabria
Principal Executive, Treasury Risk Unit, CAF

Situation

CAF manages a growing portfolio totaling billions of dollars. To better fulfill its mission of supporting sustainable development across Latin America and the Caribbean, the development bank required enhanced analytics and streamlined workflows to enable faster, more informed investment decisions across both public and private sectors. 

Drive digital transformation across investment processes

Improve risk visibility across treasury and investment operations

Problem

CAF’s Treasury Risk Unit relied heavily on manual processes for portfolio oversight and risk evaluation. This resulted in fragmented analytics, slower decision cycles, and elevated operational risk.  

Lack of integrated tools limited risk insights

Eager to modernize investment operations

Solution

CAF partnered with Bloomberg to deploy PORT Enterprise, upgrading to a comprehensive, automated analytics platform. Through seamless integration with internal dashboards using BQL and Microsoft Power BI, the bank automated data flows, improved visualization, and embedded advanced risk modeling. The implementation of the MAC3 model — which decomposes portfolio risk and returns into systematic and idiosyncratic factors — provided CAF with deeper insights into performance drivers, enabling a more agile and strategic investment approach. 

Integrated portfolio analytics into internal dashboards

Automated data flows and reduced manual intervention

The effects of PORT Enterprise have been immediate and positive, and we’ve saved money while generating more revenue.

Christian Socualaya
Senior Executive of Market-and-Liquidity Risk, CAF

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