SQN is unique relative to other fixed income portfolio management platforms because it is the first factor-driven, SaaS cloud solution to provide an intuitive, systematic, and transparent process to enhance relative value, portfolio construction, and risk monitoring workflows.
It empowers portfolio managers, strategists and analysts with an end-to-end solution to devise and implement a wide range of investment strategies.
The extremely intuitive UI allows portfolio managers to easily navigate the vast and unstructured bond universe and to make informed investment decisions in minutes.
SQN is a comprehensive and intuitive portfolio management solution that combines quantitative inputs with expert fundamental analysis, enabling portfolio managers to enhance every critical aspect of their workflow.Madhav Kapadia CEO at Lucror Analytics
Use the Portfolio Builder's tranche feature to create complex bond portfolios with idiosyncratic characteristics across key parameters.
Search for issuers and issues using a wide range of criteria including credit quality, value, sector, bond maturity, liquidity, seniority, ESG scores, and more.
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.
Create a wide range of investment strategies by selecting from a pool of c. 66,000 bonds and c. 2,900+ issuers globally, representing 85-95% of the major credit indices.
Use SQN’s market-tested proprietary style factors (C-Score and V-Score) to introduce factor investing principles to your fixed income portfolios.
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.