Quant Solutions for Institutional Investors

Find the right data transformation tools for any asset class and time horizon.

Quant Solutions for Institutional Investors

Find the right data transformation tools for any asset class and time horizon.>

Benefit from ClearMacro's all-in-one quantitative financial risk management system.
Optimize global asset allocation across asset classes or within individual strategies

Optimize asset allocation across asset classes over different horizons or improve the performance of individual strategies within an asset class. Factor in geographic, thematic and risk on/off insights driven by quant techniques applied to curated data.

Modules: All CM modules.

Applications for multi-asset class funds:

  • CIO: Total portfolio management, rule-based monthly asset allocation
  • Public Market Portfolios: Macro and thematic overlays, portfolio diagnostics
  • Private Asset Classes: Select better and/or bid smarter by layering differentiated insight such as long-term country prospect views, public market pricing comparisons, and a structured framework for evaluating the FX hedge decision
Deploy the right portfolio asset management software with ClearMacro.

Outperform portfolio benchmarks with Portfolio Diagnostics

Simplify strategic and tactical asset allocation with our portfolio diagnostic tool and identify top risks and opportunities with a library of verifiable signals. Process curated data to optimize allocation over different durations, thematics and markets.

Applications for large asset managers:

  • CIO: Total portfolio management, rule-based monthly asset allocation
  • Public Market Portfolios: Macro and thematic overlays, portfolio diagnostics
  • Risk Groups: Establish a better link between risk control and investment opportunity

Equip advisors to better serve end-customers and improve their performance

Develop a consistent mechanism to generate actionable insights, and articulate them to your clients in a digestible manner. For larger wealth management clients, efficiently analyze client portfolio opportunities, develop insights. 

Modules: Investment ratings, risk appetite matrix, asset allocation matrix, portfolio diagnostics.

Applications for wealth managers:

  • Wealth management firms: Rule-based monthly asset allocation, client-ready data visualizations
  • HNW Portfolio Managers: Portfolio diagnostic tools

Boost alpha generation by adopting or adding to quant systematic techniques

Access either at signal level or via curated front end to generate insightful macro and thematic overlay to augment long/short idea generation and portfolio optimization. 

Modules: Signal library, systematics, risk matrix, thematic dashboard

Applications for hedge fund managers:

  • Macro Hedge Funds and Fundamental Hedge Funds: Use curated front-end to optimize macro and thematic overlays for portfolios
  • Hybrid-quant Funds: Use aggregated backend data to build strategies or to generate investment ideas

Increase ability to manage in-house, improve performance and reduce external fees

Empower decision-making by adopting a viable solution based on verifiable market signals. Build customized dashboards to perform quant analytics for improved fund performance.

Modules: Strategic asset allocation, risk matrix, portfolio diagnostics.

Applications for endowment and family offices:

  • Family Offices: Negotiate better terms with managers & improve asset allocation.
  • Endowments: Improve asset allocation frameworks and reporting to key stakeholders

Negotiate, decide or invest with the edge of a macro hedge fund 

Easily and quickly fortify any corporate decisions involving geographic or thematic considerations. 

Modules: Risk matrix, investment return estimates, thematic dashboard 

Applications for corporate executives:

  • Treasury Departments: Optimizing asset portfolio decisions including currency
  • Strategy: Market entry/exit
  • M&A: Valuations, thematic considerations