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:

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View in real time the structure of their portfolio

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Quantify the risk of their portfolio and break it down according to their management framework (their risk factors)

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Optimize portfolios taking into account their market expectations and all the relevant constraints

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Easily test new investment strategies on their portfolios, whether those strategies are set up by themselves or by dedicated research teams

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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
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    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

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