Intelligent Technology for Asset Managers
Do your core processes give you an advantage over your competitors? Being deeply rooted in asset management, our broad experience allows us to shape investment capabilities and infrastructure. Our ingenious touch screen technology enables our clients to stay ahead of the pack.
Our broad tools and services range from quantitative trading to systematic investing, from dynamic risk budgeting to risk overlays and from fund selection to portfolio optimization – including structured products.
The swissQuant Group is the number one partner for intuitive real time solutions that set you apart from the competition. We provide Intelligent Technology in a portable and familiar format (ipad, tablet) to strengthen your investment process.
State-of-the-Art Risk Systems
A step beyond diversification.
- Capture local and global risks accurately
- Identify the real risk drivers in your portfolios
- Create Alpha with our strategy development tools
- Exhibit risk attributions comprehensively
Intuitive Investment Apps
Digital insight. Opportunity unleashed.
- Visualize choices and dependencies
- Guide investors to attractive opportunity set
- Engage your sales team with privileged offerings
- Offer the best investment solutions compellingly
Intelligent Integration of Derivatives
Portfolio growth. Superior protection.
- Decompose non-linear products instantly
- Design and order non-linear products in the portfolio context
- Check pre-trade suitability for structured products
- Monitor and trade anywhere anytime
Precious Illiquid Assets
Big Data. Validation of uniqueness.
- Replicate sustainable investment strategies
- Incorporate customer views into systematic investing
- Monitor liquidity risks for large scale investments
- Determine risk drivers of real estate portfolios
SP Portfolio Optimizer
Optimize a structured portfolio by creating personalized product proposals and designing structured products to fit the portfolio or a specific investment goal. Diverse advanced analytics illustrate the impact of a structured product on a portfolio by comparing historical performance, historical drawdowns, giving performance projections on the next two years, applying historical and hypothetical stress tests and evaluating the pros and cons of various risk figures. This app empowers the user to better understand the long term benefits and risks of structured products in a playful manner.
Generate tailor-made strategic asset allocations The Strategy Manager App is a comprehensive private banker’s tool designed to manage investment strategies. The user can define a strategy theme based on asset classes while respecting multiple constraints. The Strategy Manager then derives strategies and relates them to CIO SAA/TAAs ranging from conservative to aggressive growth focused.
Manage your cash flow volatility in diverse currencies. ProteQt D-Treasury is a treasury tool to manage cash flows, related FX risks as well as to implement strategic structured products which provide a hedge against unfavorable market movements. ProteQt D-Treasury displays the distribution of your future cash flows based on a set of chosen scenarios. Given a view on the capital markets one can add structured products to hedge FX risks or reduce balance sheet volatility by employing optimized partial hedges.
Based on an asset allocation as determined by a sophisticated optimizer, DynamiQ displays risk-return measures over multiple adjustable time periods. Predictions according to the chosen optimization strategies are given per asset class and on a portfolio level. Tactical as well as strategic views are covered. DynamiQ also generates reports and fact sheets automatically. Stress tests and scenario analyses complete this all-encompassing App for institutional investors.