Asset Managers

Lucror analytics

Do more with less - achieve better outcomes at lower cost

SQN helps Asset Managers optimize their workflow process and enhance performance by leveraging a technology that offers:

  • Scalable and systematic portfolio management, enabling professionals to compete for and manage more AUM in a more timely and cost-efficient manner
  • Streamlined investment process: Portfolio Builder, Rebalancing module, Optimizer and Risk Monitoring
  • Enterprise Center to establish investment guardrails and coordinate portfolio management teams
  • Wide range of diversified, factor-based investment strategies using Lucror’s market-tested Quality and Value factors
  • Embedded ESG functionality to ensure adherence to ESG principles, specific to the institution
  • Hybrid quant and fundamental approach
  • Quick and cost-efficient integration of SQN platform, with functionality to upload existing portfolios

Who can benefit from SQN?

  • Private Banks
  • Fund Managers
  • Wealth Managers
  • Independent Asset Managers
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Lucror analytics

Why Asset Managers choose SQN

Systematic portfolio management and scalable technology

SQN enables portfolio managers to perform their duties in a more timely and cost-efficient manner.

Enterprise Center to establish investment guardrails and coordinate portfolio management

Set the relevant investible universe and define “blacklists” (based on credit fundamentals, ESG, liquidity, etc.) for all portfolio managers in a team through centralized controls.

Factor Investing with Quality & Value

Use SQN’s market-tested proprietary style factors (C-Score and V-Score) to introduce factor investing principles to your fixed income portfolios.

Comprehensive portfolio management solution

Full suite of tools and algorithms spanning portfolio construction, rebalancing, optimizing and risk monitoring that instill rigor and discipline in the investment process.

Embedded ESG functionality

Leverage SQN's composite ESG scores or apply your own ESG scores and blacklists, to build and manage ESG-compliant portfolios efficiently and with transparency.

Fundamental oversight by experienced credit analysts

Qualitative assessment of risks beyond quant screening through a highly experienced credit research team, to achieve a hybrid investment model.

Wide coverage of issuers and issues globally

Select from c. 66,000 bonds and c. 2,900+ issuers globally, representing 85-95% of the major credit indices, to cater to a wide range of investment mandates, from simple fixed maturity products to sophisticated quantitative investment strategies.

Benefit from SQN “Software as a Service”

SaaS platform that allows for quick and seamless integration by the client. All development, upgrade and maintenance is undertaken by Lucror.