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.
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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.
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.
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
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Strategy Execution
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Portfolio Tracking
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.
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
Uncover Competitor, Tech & Market Trends
The Quantum Terminal helps track markets, competitors and technologies by identifying where IP sits within an overall landscape. The platform shows who the actors are in a new, adjacent and emerging space. And it helps to map hotspots and whitespace so you can source inspiration from the closest solutions to the idea you wish to pursue. This is the level of intelligence needed to stay one step ahead.
Geographical Distribution of Selected Technology Based on Strength
Comparative Peer-Knowledge Graphs down to a topic level
Peer Group Comparison of the Development of Selected Technology Over Time
Identifying competitors by mapping IP competences and screening inbound references
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.