"How do I integrate extra-financial data in my strategies?"
"What new ESG ideas make sense and how can I implement them?"
- Build your own SRI models based on the sources of your choice
- Integrate regulatory constraints
- Apply extrafinancial criteria
- Portfolio analysis relevant to your models
- Order impact simulation
- Portfolio transparency
- Build self-updating reports using our Excel API
"How can I analyze liquid and illiquid assets in one single portfolio?"
"How can I visualize my custom indicators?"
"What are the major contributors to my portfolio risk?"
- Multi Asset Class, liquid and illiquid
- Portfolio edition with instant analysis update
- Interface with any IBOR position-keeping system and OMS
- Pre-trade compliance rules
- Customization that scales
- Align portfolios to your optimized strategies
- Portfolio transparency
"How do I align a portfolio with my views and risk budget?"
"How can I fulfill regulatory constraints and business rules?"
- Easily craft your own optimization objectives
- Regulatory contraints
- Risk management
- Other business rules...
- Create relevant risk models
- Leverage the strategies you designed
- Best-in-class optimization speed and backtesting
"How can I design and execute on my unique ideas?"
"Does my new idea make sense?"
- Concise Financial Language to construct your models
- Flexible enough to follow your ideas
- Rapid prototyping by the end user without IT department assistance
- Consistently used across all solutions
- Blazingly-fast backtesting
- Share with colleagues
"How can I access critical financial and non-financial data?"
"Are my data accurate?"
"How do I combine mutiple data sources?"
- Data Agnostic: internal, third-party, web scraping...
- Multiple asset classes, liquid and illiquid
- Data Transparency: vizualize any underlying data such as time series
- Unified referential, spanning all data sources
- Data loading status apparent to the end-user
- Enterprise-wide redistribution through APIs (including Excel)
- Proprietary NoSQL database
- Natively Point in Time
- Highly-compressed
- Orders of magnitude faster than SQL
"How can I minimize time between my ideas and their implementation?"
"How can I manage and send orders on portfolios in bulk?"
"How do I reduce operational risk and costs?"
- Centralized data to control access, limit costs and avoid reconciliation
- Promote collaboration between users
- Minimize time between ideas and their implementation
- Competitive edge in onboarding new clients, asset classes and strategies
- Reduce frictional costs in data integration and order dispatching
- Bulk portfolio rebalancing
- Quick deployment on-premise or in the cloud
- Best in class audit-trail
- Open APIs
