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AnalytiQfp - Advanced Fund Platform Analytics

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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.

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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).

Key benefits

  • Revenue from value added services to compensate
    retrocession restrictions

  • 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

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Search and
Ranking

• Quick and easy access to search results by using most common criteria
• Identification of the best funds based on individual investment criteria
• Customizable utility function for individualized ranking of funds


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Fund Analytics and
Comparison

• Advanced performance and risk measures
• Exposure of the fund to market indices highlighting investor risk
• Comparison of funds with relevant peer groups


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Product Risk
Classification

• Support for suitability check to meet MiFID I/II requirements
• User-defined Product Risk Classification according to needs
• Multifactor classification exceeding market risk


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Market Monitor

• Asset class overview for efficient search of investment opportunities
• Single click search for funds of a certain market segment


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Portfolio
Optimization

• Proprietary Risk Factor Technology for a transparent process
in building outperforming investment portfolios
• Intuitive visualization of client portfolio built on comprehensive
analytics


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Data Analytics

• Wisdom of the user leveraged for competitive advantage
• Extraction of business value from existing data sources or from tracking
user behavior

References

swissQuant 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.