Quantum Terminal for Financial Advisors and Portfolio Managers

Financial Advisors & Portfolio Managers

We help clients to build over-performing stock portfolios

Clients are using the Quantum Terminal to build stock portfolios in the areas of sustainable investing, impact investing & ESG and other highly specialized thematic strategies. Our research driven big data analytics platform allow us to analyze stocks based on their technological profile and competence matrix, information which has never been available like this before.

GET STARTEDFact Sheet

Asset Management Features & Modules

The Quantum Terminal has been developed together with leading asset management & advisory firms to provide institutional grade investment solutions.

Strategy Development

Develop and test stock trading strategies. Apply our new IP based indicators as an overlay to your existing fund and measure the alpha it would have generated. Build your stock pools based on top stocks with competences in areas of your choice. Thematic Funds, especially, have the requirement to identify the strongest players in an area. Finally use the Quant Lab to test your strategies with sophisticated market-replay functions and access to stocks from 65 exchanges.

Strategy Execution

Execute your strategies and prepare your Investment Committee meetings with comprehensive reports and background information. Enhance your strategies with technical and fundamental analytics and see what the world’s most famous investor formulas would suggest for your trades. Long only, long/short and combined long and call/put option strategies are supported. Multiple strategies can be combined and aggregated to build comprehensive new trading strategies.

Portfolio Tracking

Use our tools to monitor and track your portfolio. A built-in alert system will notify the team based on freely configurable observation-and-alert rules. A wide range of technical indicators can be added with point-and-click to further enhance your performance monitoring. Once alerts are triggered, a ticket-based resolution system ensures that no alert ever stays unrecognized. Fully regulatory compliant.

Portfolio Trading

Our platform can connect via FIX protocol with prime brokers of your choice, but also supports a number of other premium brokers to allow seamless trade execution. If your current broker is not connected to the Quantum Terminal Trading Suite yet, our Integration Team is available to develop the necessary connections.

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The Quantum Terminal brings together financial data from over 65 stock exchanges, Intellectual Property & patent data, powerful analytics and communication tools – in one integrated solution.

Investors and advisors use our terminal to access previously hard to access information about the volume and, moreover, quality of R&D activity. There is strong scientific evidence that analyzing intangible assets and intellectual property of a company provides valuable information to form investment decisions. This analysis can be used either in isolation or, ideally, in combination with existing strategies for the purpose of validating investment decisions. An alert messaging system provides updates on major IP indicator moves from companies in your user-defined watch list. Indicators can be easily integrated into existing investment strategies, with data exportable as CSV files or directly accessed with an API for further use in 3rd party simulation tools. The Trade Analyzer module allows investors to add a smart-beta overlay to your existing portfolio, augmenting previous trade decisions with IP based indicators and the potential excess return is being calculated.

VIDEOS

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TRADING SUITE

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USE CASES

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IP Indicators and Company-Specific Data

At the heart of the Terminal is the assimilation of both proprietary and external research to create real-time indicators pertaining to IP and intangible assets. These indicators provide a critical framework for our smart beta and trade analyzer applications, in addition to the real-time alerts, flagging stock price discrepancies vs. the IPI.

CURRENT IMPACT INDEX (CII)

Measuring technological impact by capturing forward citations of AI-IP relative to industry peers.

HARVARD ABILITY INDEX

Measuring past R&D performance as a predictor of successfully converting R&D expenses into sales revenues.

IP TO MARKET VALUE INDICATOR (IPI)

LSTM recurrent neural network models to predict fair market value based on IP and fundamentals.

INNOVATIVE EFFICIENCY INDEX

Measuring R&D to IP generation efficacy: Patents/citations scaled by R&D expenditure a positive predictor of future returns.

OECD PATENT QUALITY COMPOSITE INDEX

Measuring IP strength by number of forward citations and other quality criteria.

PEER METRICS

Measuring corporate IP strength relative to its sector, industry and peers.

TRADING SUITE

Strategy Development

Develop and test stock trading strategies. Apply our new IP based indicators as an overlay to your existing fund and measure the alpha it would have generated. Build your stock pools based on top stocks with competences in areas of your choice. Thematic funds especially have the requirement to identify the strongest players in an area. Finally use the Quant Lab to test your strategies with sophisticated market-replay functions and access to stocks from 65 exchanges.

TRADING SUITE

Strategy Execution

Execute your strategies and prepare your Investment Committee meetings with comprehensive reports and background information. Enhance your strategies with technical and fundamental analytics to see what the world’s most famous investor formulas would suggest for your trades. Long only, long/short and combined long and call/put option strategies are supported. Multiple strategies can be combined and aggregated to build comprehensive new trading strategies.

TRADING SUITE

Portfolio Tracking

Use our tools to monitor and track your portfolio. A built-in alert system will notify the team based on freely configurable observation-and-alert rules. A wide range of technical indicators can be added with point-and-click to further enhance your performance monitoring. Once alerts are triggered, a ticket-based resolution system ensures that no alert ever stays unrecognized. Fully regulatory compliant.

Trusted Data. Efficient Delivery

Our server-cluster infrastructure is located in Frankfurt, Europe, New York, USA, London, Great Britain and Singapore. We have industry-leading expertise in delivering physical and logistical security and data protection and provide real-time security infrastructure and network monitoring.

Videos

Make better investment decisions

Is now the right time to buy a stock? Is this stock already overvalued and I should sell it? Traders are asking themselves these questions every day. We can provide more insights with IP based fair market value predictions, based on research from renowned universities.

Invest in technology leaders

Who are the strongest players in drone technologies? Who is leading hydraulic fracturing? Where are the top Artificial Intelligence companies? Use our platform to identify companies with leading technology in any chosen topic. From healthcare, medical & pharmaceuticals, biotechnology to information technology, software and consumer electronics.

Compare the innovative strength of stocks

Compare stocks from an innovation strength perspective and find out which ones are having the strongest technological foundation and leadership status. Research has shown that companies with a high degree of innovative efficiency perform better in the markets.

Use Cases

USE CASE EXAMPLE

Know it Ahead of Time: An Almost Unfair Advantage in the Stock Market

Is now the right time to buy a stock? Is this stock already overvalued and I should sell it? Traders are asking themselves these questions every day. We can provide more insights: Correlations of up to 0.99 between IP based fair value (“IPI”) and stock prices are strong indicators for future trend direction changes. This provides unique smart beta to your trading decisions – based on research from renowned universities.

Buy and sell signals indicate future stock price trend changes one month ahead of time.

Use the Quant Lab to identify trading signals hiding in patent data and create and simulate winning trading strategies.

USE CASE EXAMPLE

Analyze Your Trading Decisions

Hard facts: measure your own potential smart beta based on your personal trading pattern. With the built in “Trade Analyzer” functionality you can easily add our IP based indicators to your historical trades to see what difference it would have made on your overall performance.

Comparison of a portfolio’s P&L with and without IP based indicators applied.

USE CASE EXAMPLE

Identify True Technology Leaders

Who are the strongest players in drone technologies? Who is leading hydraulic fracturing? Where are the top Artificial Intelligence companies? Answers to these questions can be retrieved in seconds – based on more than 110 Million patent records, matched with 700,000 private and public companies. This allows expert investors and advisors to get the clearest view of a company’s innovation cycle and compare it against peers.

The top 25 companies owning “drone” technology, ranked by the weighted strength of the IP.

Access more than 110MM+ full-text patent filings in the terminal

Expertise Makes The Difference.