Portfolio Rebalancing

Rebalancing Module

Consistently and reliably identify yield pick-up opportunities using SQN's Rebalancing module

The extremely intuitive UI allows portfolio managers to easily navigate the vast and unstructured bond universe and to make informed investment decisions in minutes.

Portfolio Rebalancing

Systematically identify the best yield pick-up opportunities

Portfolio managers can use the Rebalancing module to efficiently identify value-accretive like-for-like swap candidates based on selected criteria, while minimizing turnover costs.

Optimize target portfolio yield given a target portfolio duration

Parameterize SQN to automatically propose buy-sell pairs that result in the highest portfolio yield for a target portfolio duration or select at discretion from the identified buy-sell issue pairs.

Seamlessly perform multiple “what-if” analyses

The Rebalancing module allows portfolio managers to set the rebalancing criteria once and subsequently to iterate multiple rebalancing scenarios before the portfolio is finalized.