Solutions

StarQube’s Data Management solution integrates a scalable centralized database and a unified referential. Its purpose is to encapsulate all the data – financial or non-financial (eg. ESG) – needed for the investment decision process as well as the investment universe (from IBORs or Custodians) and the Research universe.

• Data Sourcing (Aggregation):

  Integrate and combine all your financial and non-financial data through our pre-built connectors regardless its source (third party providers, internal databases, position keeping systems, custodians or the web) and its format in a centralized database.

• Data Quality Enhancement:

  Improve data trustworthiness by setting up as many cleansing and coherence steps. Data is written in the database only once it has met all the quality checks.

• Data Time-stamping:

  Establish an audit trail by time-stamping data when imported in the “point-in-time” database.

• Data Customization:

  Transform raw data into any proprietary indicators, whether this is a proprietary ESG score, an investment signal or a regulatory indicator thanks to StarQube’s native low-code language.

• Data Mastering:

  Navigate between datasets easily thanks to StarQube’s data model which grants a unique identifier to each issuer and instrument across all data sets. Relationships between instruments and issuers, as well as between subsidiaries and parent companies are automated to ensure a natural mapping.

• Data Sharing:

  Easily access and operate data for any business need, whether for investment, research, risk modeling or reporting purposes thanks to StarQube’s openness.

StarQube’s Portfolio Construction & Management modules aim at granting users with augmented portfolio management capabilities, so they can conduct research, test investment ideas and instantly implement them in their portfolios.

• Visualization and Analysis:

  Visualize portfolios with full look-through capabilities from a single cockpit while tracking all the relevant information thanks to StarQube’s customizable dashboards and widgets. Analyze portfolio positions along internally designed scores, models and strategies.

• Backtesting:

  Minimize time-to-market from idea generation to implementation thanks to StarQube’s blazingly fast Backtester. StarQube’s database is natively point-in-time in order to avoid common pitfalls such as look-ahead biases.

• Portfolio Optimization:

  Parameterize easily and granularly your objectives & constraints to make sure any investment idea can be integrated in the optimization workflow.

• Portfolio Rebalancing:

  Rebalance portfolios individually or in mass in a matter of seconds. Rebalancing targets can either be model portfolios, market indices or ad-hoc benchmarks created within StarQube.

• Risk modeling:

  Break down the risk of your portfolios according to your favoured (historical, exposure factors and/or PCA) factors. Analyze portfolios from different angles combining various risk setups & methods.