Resources

From case studies to industry analysis:
resources to guide your journey

risk modeling

Beyond beta: Navigating the factor zoo and the evolution of risk modeling in finance

Effective risk modeling combines fundamental factors (Value, Momentum), statistical models (PCA), and exposure factors to capture systematic and hidden portfolio risks.

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Data Budget Optimization for Asset Management Firms

From waste to wealth: mastering data budget optimization in asset management

Combat rising data costs through governance, deduplication, usage monitoring and integrated platforms—transforming budget waste into competitive advantage.

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Portfolio optimization for wealth management

Portfolio optimization for wealth management: delivering personalized portfolios at scale

Wealth managers face dual-level optimization: aligning each client portfolio with the firm's house view while respecting individual constraints and preferences.

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Data Governance

Transforming data into an asset: Achieving single source of truth and data quality in investment firms

Establish a single source of truth and robust data governance to transform your data into a competitive advantage and generate alpha.

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backtesting

The critical pitfalls of backtesting trading strategies: a complete guide

Avoid the seven deadly sins of backtesting—from survivorship bias to overfitting—and bridge the gap between backtest results and live trading performance.

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Portfolio decarbonization

Decarbonization for asset managers: Shifting from reducing financed emissions to financing emission reduction

True net zero investing demands forward-looking metrics and dynamic pathways to actively finance emission reductions, moving beyond static footprints.

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Point-in-time data

Point-in-time data: The critical foundation for investment decision-making

Time-stamping prevents look-ahead bias in backtesting by capturing when information became available, not just its value—essential for accurate alpha generation and compliance.

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AI/ML Investment Strategies

Beyond automation: structuring data and technology to unleash the full potential of AI/ML investment strategies

Data quality and unified architecture are the foundation for successful AI/ML deployment—algorithmic sophistication means nothing without clean, integrated data.

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Risk modeling

Portfolio risk modeling software: StarQube custom risk models

StarQube enables flexible risk modeling via regression, exposure factors, and PCA—combining methods, enriching with qualitative inputs, and integrating across modules.

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data-as-a-service

Data-as-a-Service

Asteria IM outsources data management to StarQube's Data-as-a-Service, enabling the team to focus on research, portfolio construction, and alpha generation for impact investing.

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Net Zero Portfolio Construction

Net Zero Portfolio Construction

A Swiss asset manager explains how StarQube's integrated platform enables end-to-end quantitative strategies, from ESG research to Net Zero portfolios.

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Advanced Portfolio Optimization

Portfolio optimization: From linear to conic – Democratizing advanced investment strategies

Conic optimization encompasses linear and quadratic methods while enabling advanced strategies like Sharpe Ratio maximization—now accessible without deep math.

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Investment data science

Data-Driven Asset Management: ESG & Alternative Data Platform

StarQube provides scalable data infrastructure with NoSQL database, automated connectors, point-in-time timestamping, and low-code language—enabling data-driven asset management.

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portfolio optimization

Portfolio optimization: 3D investing – navigating the complexities of sustainable portfolio construction

Exploring how modern portfolio optimization balances returns, risk, and sustainability through advanced mathematical techniques and multi-objective frameworks.

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Passive investment

The art of passive investment: Mastering the optimization trade-off between tracking error and cost control

Successful passive investing requires sophisticated optimization balancing tracking error and costs—using sampling, rebalancing algorithms, and factor models.

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Murex, StarQube Partner to Offer Data-driven Portfolio Management System

Murex, StarQube Partner to Offer Data-driven Portfolio Management System

Murex integrates StarQube's analytics into MX.3, enabling seamless portfolio construction, optimization, and backtesting within an end-to-end investment management platform.

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NoSQL vs SQL database

NoSQL vs SQL Performance: StarQube vs PostgreSQL Benchmark

StarQube's NoSQL database proves 10x more compact and up to 60x faster than PostgreSQL for financial data queries, delivering exceptional performance for backtesting and portfolio optimization.

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Equity styles factor investing

Equity styles factor investing

Factor strategies thrived in 2022's chaotic markets, delivering positive returns while long-only portfolios fell. StarQube's platform enables rapid construction and backtesting of these strategies.

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Groupama Asset Management selects StarQube for ESG data integration and portfolio construction.

Groupama AM selects StarQube to integrate ESG data into its investment decision-making process

Groupama Asset Management chooses StarQube to centralize ESG data management and accelerate sustainable investment integration across research and portfolio construction teams.

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ESG data as a strategic asset

ESG data as a strategic asset

A €60bn asset manager's ESG head explains how StarQube's centralized platform transformed their data governance, enabling real-time ESG scoring across 16,000 companies for all teams globally.

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