Do your clients receive outstanding support in making informed investment decisions?
Investors are requesting access to ever more Investment options while increasingly demanding more support in making informed investment decisions. To meet these expectations, Fund Platforms are faced with the ambitious challenges of presenting the universe of selectable funds in an intuitive way and of providing powerful decision support systems. At the same time, Regulators across Europe require commissions to be reimbursed to the client. To maintain a transparent and competitive remuneration practice requires more than ever the ability to sell added value to investors, distribution partners, and fund providers.
Forefront of analytical model development
We are at the forefront of building analytical models for analyzing funds and beyond. We have the technical expertise to build complex models, both in structure and in application. We incorporate unique and proven capabilities in the construction of statistical models, fundamental models, large-scale risk systems, in model development services, and in hedging frameworks. We have a proven track record in providing financial institutions with tailor made methodology, models, and software adhering to the highest regulatory standards and incorporating the latest scientific insights.
How can Intelligent Technology provide a competitive advantage?
swissQuant Group offers a modular solution for providing
efficiencies and business value exactly where it is beneficial. Our proprietary Intelligent Technologies and proven market experience have led to the development of AnalytiQ fp. Our sophisticated Performance fund platform solution helps outpace competition in the areas of Searching and Ranking, Fund Analytics and Comparison, Product Risk Classification, Market Overview, Portfolio Optimization, and Data Analytics. We offer support during all steps of the development lifecycle by analyzing requirements, developing a customized solution, integrating the solution in the existing IT infrastructure, as well as by analyzing and enhancing the solution on a regular basis.
Fund Analytics and advanced visualizations deliver added value to clients
AnalytiQ fp efficiently supports the offering of new services to retain existing and to attract new clients. The comprehensive visualizations enable a deeper insight into fund performance, leading to better informed client investment decisions while the advanced analytics support compliance in terms of client suitability checks (MiFID), risk management, and reporting rules (AIFMD).
Revenue from value added services to compensate
Effective visualizations for informed client investment decisions
Advanced analytics for extracting business value from data sources
Modular, customizable solution for performance and cost efficiencies
Full value add with cutting edge
Fund Platform technology
Fund Analytics and
• Asset class overview for efficient search of investment opportunities
• Wisdom of the user leveraged for competitive advantage
ReferencesswissQuant Group has concluded many successful validations and implementations of pricing and large-scale risk systems. We are one of the largest independent Quant teams in Europe dedicated to delivering lasting client value as demonstrated by the following selected reference projects:
Delivery and integration of a large scale AnalytiQ fp solution to the largest European fund platform (Asset under Administration weighted).
Design of large-scale portfolio risk systems containing hundreds of thousands of portfolios covering all asset classes for the world’s leading wealth manager.
Compilation of a tailor-made risk report for a Swiss corporate treasury including portfolio risk measures, stress-testing, and instrument recommendations.