What Is PIQ?
PIQ is a “field built”, real-time integrated securities selection, security risk profiling and portfolio building software, constructed and continually enhanced over more than 30 years. PIQ’s powerful modeling enables user-friendly navigation to generate comprehensive, easily understood, actionable output for sophisticated investors. PIQ’s applications are many and varied. It is a valuable tool for investment selection and review; it is an effective compliance support tool and it is a very powerful sales and client communication system.
PIQ decision support tools are segregated into three parts:
Securities Selection and Analytics Tool Kit
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Do I own the BEST companies?
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Are my investments suitable for me or my clients?
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How can I find great investment ideas ...that fit my view of the world?
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Are my investment suggestions suitable for my clients?
"All of the tools are easy to use and most allow users to use their own judgment and input their own information."
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The Securities Selection module employs many quantitatively based models that calculate peer review evaluations as well as “stand alone” models to forecast company return potential and risk and volatility characteristics.
Portfolio and Risk Analytics
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Are my Investments at risk?
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How much risk is in my portfolio?
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Is my portfolio sensitive to the economy?
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Is my portfolio sensitive to a market down turn?
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If the market hits a rough patch what should I expect?
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What is my portfolio's style: is it growth or is it value?
"PIQ combines various FTSE / BIRR return sensitivities with its own proprietary risk descriptors to forecast a company’s market relative volatility potential."
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The Portfolio and Risk Analytics module combines portfolio quality, return evaluation and performance attribution with various portfolio risk parameters. To the extent possible the modeling outcomes are presented in easy to understand written text while the numeric information is always a click away.
ETF Models
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Is there a better way to find an investment instead of screening?
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Can I build an efficient ETF portfolio?
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If I mix ETFs with other securities what will my risk profile look like?
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Given my view of the world and the economy what should my investment portfolio look like?
"This model provides a risk questionnaire and a static bundle of popular low cost ETF's pre-selected by PIQ to be a suitable starting bundle for Canadian or US investors."
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The ETF models allow users to examine ETF risk/returns and build optimized portfolios using the ETFs as the investment building blocks. Optimizers and suitability questionnaires ensure the client or user mix in suitably optimal.
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PIQ also employs its own methodology to create characteristically targeted portfolio that reflect various themes within investment markets. These portfolios are valuable as investment ideas generators or as standalone portfolios to be considered by users. These portfolios are called “Pure Theme Portfolios” and while the performance is not guaranteed, PIQ is confident that the Investment Theme is evident within the portfolio structure.