Fund IQ – Smart Fund Analysis

Very large selection of available mutual funds, segregated funds & ETFs.

Hundreds of benchmarks, including foreign currency & currency hedged ones.

Return, Volatility, Statistics & MPT Metrics calculated over many time horizons & periodicities.

Last but not least: the most amazing visualization technology available in the world

ABOUT FUNDIQ

Advanced Fund Analysis & Portfolio Construction

Our team's combined 200+ years experience in capital markets, tech development and statistical analysis is responsible for the creation of a truly unique and exquisite fund analysis, comparison and ranking tool - FundIQ. Our network of partners creates ample opportunities for the deployment of our advanced FundIQ solutions.

Data Depth & Breadth

Visualizations Capability

Analytics Capability

Customizations Capability

Optimizations Opportunity

Value & Utility

Live Account Applicability

90000 +

Canadian Funds, Seg Funds, ETFs

100 +

Ratios & Statistics

250 +

Equity, Fixed Income & Alternative Benchmarks

20 +

Line, 2D & 3D Point, Area, Heatmap, Stat, Spider, 3D Surface Charts

Our Team

Over 200 years of combined capital markets, quant modelling, financial services, fintech and IT development experience.

Marius Alexe, CMT

President & CEO

Julius De Kempenaer

Quantitative Research Analyst

Radu Alexe

Lead Software Architect

Pasi Tuomainen

Board Advisor

Garry Levy

Board Advisor

Alex Andriuca

COO - Chief Operating Officer

Stelian Hudea

CIO - Chief Information Officer

Cosmin Barbu

Wed Developer

Our Technology

Powerful Back-End Engine. Unparalelled Fund Data Mining. Stunning Visualizations.

Powerful Back-End

Unlike other providers, Fund IQ built our own back-end engine to independently calculate all fund indicators and ratios based on formulas that were rigorously audited by actual market professionals.

Versatile Dashboarding Feature

You can build Fund IQ dashboards and conveniently share them with friends, colleagues and clients.

Fund Data Mining

Fund IQ delivers data for more fund types, more funds, more benchmarks, more indicators and ratio types, more indicators and ratios, for more periodicities, more calculation time horizons, more filter and ranking possibilities and more optimization opportunities.

DataSense BI Integrated

Fund IQ is fully integrated with DataSense BI, a business intelligence suite of products specifically tailored towards the client and operations management needs of financial services organizations.

Amazing Visualizations

The Fund IQ front-end is built on the stunning capabilities of the Lightning Chart data visualization technologies. We have more chart types and far better performance charts than ANYONE IN THE WORLD.

Flexible Optimizations

Fund IQ is fully integrated with the Portfolio Visualizer suite of products for truly outstanding optimization and portfolio simulation possibilities.

Desktop and PMS Platform Integrated

Fund IQ is fully integrated with the S-Trader desktop trading platform for superior algorithmic trading capabilities. Fund IQ is also integrated with the S-Trader Plutus web platform for wealth and portfolio management.

Our Services

Our Featured Services

Fund Analysis

Analyze trends on tens of housands of Mutual Funds, Seg Funds and ETFs based on over 100+ Indicators calculated over 20+ time horizons.

Fund Ranking

Rank funds based on any desired criteria. Weigh your factors as you desire to build model portfolios within preferred ranges of return and volatility.

Portfolio Optimization

Optimize portfolios based on multiple constraints. Backtest portfolios, conduct factor analysis, run Monte Carlo simulations and much more.

Market Research

We share with you our insights and what we see in terms of market fundamentals, market technicals, flows and market psychology.

Fund Comparison

Compare funds with peers, ,entire groups and categories and hundreds of equity, fixed income and even alternative benchmarks.

Portfolio Construction

Build portfolios based on specific return, volatility, market statistics, MPT metrics and statistics criteria. Assign desired weights to specific indicators and groups.

Customized Model Portfolios

Model portfolios structured to meet specific risk-return parameters and pre-defined fund promoter, asset class, geography, credit risk, etc concentration requirements.

Outsourced CIO

Our top of the line service giving you access to our unique fund analysis, comparison and ranking tools as well as to customized research and built-to-order model portfolios.

Our Methodology

Method, process and discipline drive investment success.

Working Process

Our Working Process - How We Work For Our Customers

Reliable Data

Our data providers deliver reliable, clean market and on-demand data for Canadian and US Money Market Funds, Mutual Funds, Seg Funds and Exchange Traded Funds.

Unique Visuals

Fund IQ visuals are powered by the leading data visualization technology in the world, the Lightning Chart technology. LC is used by many fortune 500 companies, major global corporations and military contractors around the world. The quality and performance of LC data visualizations is simply unparalelled.

Proven Formulas

All indicators and ratios values we use are derived from thoroughly defined and carefully audited formulas transformed into proprietary code by our very own development team.

Powerful Optimization Engine

The Fund IQ portfolio construction engine utilizes advanced technology to allow users to optimize portfolios using a variety of methods and constraints. In addition, many asset class correlation analysis and factor analysis tools are available.

Our Partners

A diverse ecosystem of financial services and technology solutions.

Your Benefits

With Fund IQ you win in more ways than one.

Feature Rich Fund Analyzer & Portfolio Builder

No other tool presents such a combination of data breadth and depth, variety of indicators and ratios and optimization tools.

Feature Rich Fund Analyzer & Portfolio Builder

Over 90,000 funds, more than 100 indicators, three periodicities and over 20 time horizons, ability to compare with groups and subgroups, and a versatile portfolio builder and backtester tool.

Customizable Outsourced CIO Service

Select your fund IQ license and related research, technology, business intelligence or support services to build the CIO of your dreams - or of your budget for that matter.

Customizable Outsourced CIO

Fund IQ Ultimate licenses plus off-the-shelf or on-demand non-discretionary model portfolios. Market research services.

Planning & Actuarial Services

Analyze market data and then implement conclusions based on an overall financial or actuarial plan.

Cloud and DevOps

Access knowledgeable financial planning and actuarial professionals to build a realistic plan to manage your finances.

Stunning Visualizations

Experience advanced data rendering in 2D, 3D and virtually any format. Enjoy the ability to build and share dashboards.

Virtually Any Chart You Could Imagine

tens of 2D and 3D visualizations including multi-series, heatmaps, surfaces, confidence ellipses and intervals PLUS an amazing dashboarding solution.

Non-discretionary Advise & Self-Managed Solutions

Self-managed model portfolios supervised by registered investment managers and deployed via fund or investment dealers.

Non-discretionary Advise & Self-Managed Solutions

Off-the-shelf or on-demand model portfolios built and supervised by market professionals and deployed in live accounts.

Advanced Portfolio Optimizer

Harness the power of an advanced optimization engine together with our superior capabilities of asset and factor analysis.

Advanced Portfolio Optimizer

Multiple optimization tools including Efficient Frontier, Rolling Optimization and Black-Litterman optimization. Factor regression and risk factor allocation.

Discretionary Advise & Portfolio Management Solutions

Discretionarily managed portfolios of ETFs, F or I-series funds and / or PTFs.

Discretionary Advise & Portfolio Management Solutions

Multiple technical or fundamental mandates based on fundamental security selection and / or relative strength analysis.

Client Reviews

In our customers' eyes and words

Capitalize on low hanging fruit to identify a ballpark value added activity to beta test. Override the digital divide with additional clickthroughs from DevOps. Nanotechnology immersion along the information highway.

Abdur Rashid

CEO, Keen IT Solution