Mission & needs
Whatever their management style (quantitative/discretionary, absolute/relative performance, long-only/long–short, single/multi-asset class, etc.), portfolio managers must be able to:
View in real time the structure of their portfolio
Quantify the risk of their portfolio and break it down according to their management framework (their risk factors)
Optimize portfolios taking into account their market expectations and all the relevant constraints
Easily test new investment strategies on their portfolios, whether those strategies are set up by themselves or by dedicated research teams
Generate and transmit orders quickly
What StarQube offers
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Real-time interfacing with the upstream position-keeping system and the downstream order management system -
A portfolio visualization interface, customizable through widgets
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A risk-modeling tool that analyzes the risk of the portfolio according to each specific management framework
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An extremely fast conic optimizer allowing for parameterization of the objectives and the management constraints in a granular way
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A collaborative environment in which portfolio managers, research teams and risk managers can share data, investment strategies and risk models
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A customizable dashboard that helps visualize the key indicators of a list of portfolios, optimize them simultaneously and transmit all orders with a single click
Recommended modules
SQ Qube
The hard core of the SQ platform
SQ Risk Modeler
SQ portfolio risk analysis module
SQ Optimizer
SQ conic optimization tool
SQ Portfolio Visualizer
SQ cockpit for Portfolio Managers
