System-proposed portfolio based on user-defined parameters
Following user parameterization, SQN compiles within seconds an optimized portfolio within the chosen constraints. The portfolio manager can seamlessly make discretionary adjustments to the portfolio.
Intuitive and powerful Portfolio Builder
Construct new or adjust existing portfolios to suit investment mandates by region, sector, duration/tenor, credit quality, currency, liquidity, seniority, ESG criteria and SQN’s proprietary Quality and Value factors.