When it comes to digital assets, what you don’t know certainly can hurt you.
With crypto, it’s not always obvious which investment vehicles have exposure – and how much.
Answering those questions was difficult. But not anymore.
SQX began offering cryptocurrency exposure surveillance in 2021. While some of our clients need the service to help with compliance, others find the data can be crucial for their trading strategies as well. Whichever group you fall into, we’d love to make the task of tracking your crypto exposure easier for you.
Let SQX track crypto exposure for instruments like:
- ETF's
- ETP's
- UIT's
- Mutual Funds
- Equities
- Indices
- Derivatives
The SQX Approach
Crypto Exposure Surveillance
BENEFITS
As cryptocurrency continues to gain global market share, a variety of financial instruments—including ETFs, ETNs, funds, equities, options, futures and trusts—are increasingly exposed to the high volatility of the crypto market. Compliance officers, regulators, exchanges, hedge funds, institutional investors, and custodians increasingly need access to high-quality data and analytics to assess this increased risk.
REGULATORY
Increase compliance with ISO 10962 “Classification of financial instruments (CFI) code”
RISK MANAGEMENT
Develop internal controls and exposure monitoring
PRODUCT DEVELOPMENT
Create and sell ETFs with customized exposure types
FINANCIAL ADVISING
Recommend products or funds based on clients’ risk tolerances
TRADING
Gain exposure to or hedge against crypto
Digital Asset ETFs and ETPs: Global Growth
FEATURES
CRYPTO EXPOSURE INDICATOR
Securities which hold or track digital assets/futures
EXPOSURE CLASSIFICATION
Classification of instruments by “exposure type,” such as currency, blockchain, mining, futures, etc.
EXPOSURE HOLDINGS
Ratio and amount of digital asset holdings for exposed funds
CRYPTO PRICE CORRELATION
Level of price correlation between an exposed security and Bitcoin/Ethereum
WEIGHTED EXPOSURE RATING
Calculated rating enables flagging, comparison and ranking of exposed securities.
SECURE, CONVENIENT DELIVERY
- Daily updates
- Delimited-text format file
- SFTP file delivery
- Customizable
What does SQX data look like?
Sample Visualization of Crypto Exposure Data.
Circle size corresponds to level of exposure.
