PRODUCT

DATA & PORTFOLIO

All-in-one platform for sharp investing solutions and analytics

CLEAN DATA

Quantilia helps you achieve high-precision investment opportunities and improve your performances with a pre-configured online data and portfolio management engine containing everything you need to build, test and run your portfolio. You will have access to a direct and independent data source comprising more than 60 asset managers, 2 million time series, 2 million daily updated fields on 80,000 financial instruments. The base also comprises investment banks’ indices including risk premia and smart beta indices, liquid alpha funds, sector and thematic ETFs (exchange traded funds), in addition to macro-economic data. All strategies available are classified according to our proprietary nomenclature and you can use advanced filters such as live track record or risk correlation to benchmark for a maximum ease of use.

Quantilia’s data cleaning processes

Quantilia’s data cleaning processes

CLEAN DATA

Quantilia helps you achieve high-precision investment opportunities and improve your performances with a pre-configured online data and portfolio management engine containing everything you need to build, test and run your portfolio. You will have access to a direct and independent data source comprising more than 60 asset managers, 2 million time series, 2 million daily updated fields on 80,000 financial instruments. The base also comprises investment banks’ indices including risk premia and smart beta indices, liquid alpha funds, sector and thematic ETFs (exchange traded funds), in addition to macro-economic data. All strategies available are classified according to our proprietary nomenclature and you can use advanced filters such as live track record or risk correlation to benchmark for a maximum ease of use.

ONE-STOP SHOP

Quantilia’s multifunctional platform provides thousands of quantitative investment strategies traded in all formats. It allows the full control of all parameters entering into the construction of your basket, such as rebalancing frequency and weighting schemes. Its multidimensional simulations and stress test module will help you confirm the stability of your model and optimise your performances. The platform also enables the usage of statistics, risk metrics, factor analysis (momentum, value, carry, size, growth, etc.) ESG scores, the comparison of live and stress-test behaviours and the comparison of different strategies.

Get started

Initial universe selection, allocation, dynamic selection & management fees

MONITOR YOUR PORTFOLIO

Our user-friendly platform gives you an instant visual feedback to assess your portfolio’s performance and run daily automatic computation. You can create defensive and offensive profiles, compare different allocations such as SAA and TAA. The platform includes parameters to run peer, redundancy and loophole analyses, ESG (environmental, social, governance) criteria and principal component analysis (PCA).

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ENHANCED TOOLS

Benefit from enhanced visualisation tools with state of the art charts and diagrams, custom lists and custom dashboards to see the data you want the way you want. The platform also allows you to generate your own regulatory and marketing reporting with a clean layout that includes all the information you need.

ESSENTIAL

PROFESSIONAL

ENTERPRISE

 DATA

Data collection and collect
Outliers detection
Classification of strategies
Funds and ETF’s
Investment banks’ indices
Access to available constituentsTop 10

 STRATEGIES

Performance statisticsBasic
Risk metricsBasic
Factor analysis
Compare strategies
Custom lists

PORTFOLIOS

Weighting schemesBasicEnhancedEnhanced
Dynamic selection
Management fees
Transaction costs
Historical simulations
Multi-dimensional simulations on parameters
Mutli-dimensional stress test

MONITORING

Profiles (defensive, offensive, Etc.)510
Allocations (SAA, TAA, Etc.)13
Automatic computation on a daily basis
Position aggregation at portfolio level
Breakdown by relevant metrics
Risk attribution (Volatility, VaR, CVaR)
Principal component analysis
ESG/SRI criteria analysis
Peer benchmarking
Peer analysis through clustering

DYNAMIC INTERACTIONS REPORTINGS

Regulatory reporting documents
Marketing reporting documents
Custom dashboards
State of the art charts and diagrams
Share portfolios
Manage permission levels

GET THE MOST OUT OF QUANTILIA

Dedicated account manager
Online case submission
Configuration services
  ESNTL PRO

DATA

Outliers Detection
Classification of strategies 
Funds and ETF’s
Investment bank’s indices
Access to available constituentsTop 10

STRATEGIES

Performance statisticsBasic 
Risk metricsBasic 
Factor analysis 
Compare strategies 
Custom lists

PORTFOLIOS

Weighting schemesBasicEnhanced
Dynamic selection
Multi-dimensional simulations on parameters 
Multi-dimensional stress test 

MONITORING

Profiles (defensive, offensive, Etc.) 5
Allocations (SAA, TAA, Etc.) 1
Position aggregation at portfolio level 
Breakdown by relevant metrics 

DYNAMIC INTERACTION REPORTINGS

Regulatory reporting documents
Marketing reporting documents 
Custom dashboards 
State of the art charts and diagrams