Factor-based quant screening blended with fundamental research considerations
SQN is deployed within the qualitatively pre-screened issuer dataset universe. The SQN-proposed factor-based portfolio will only consist of issues that are fundamentally acceptable to the portfolio manager.
Optional fundamental overlay by experienced credit analysts
Portfolio managers can build investment strategies based on qualitatively pre-screened issuer lists from a credit risk, ESG and liquidity perspective available on SQN, or define and implement their own screening.