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The Straits Times – Start Singapore: Jachin Capital gets licence for iAdvisor

The Straits Times – Start Singapore: Jachin Capital gets licence for iAdvisor

“Start Singapore: Jachin Capital gets licence for iAdvisor” By The Straits Times, 25/4/2017 Home-grown fund management firm Jachin Capital has been awarded a capital markets service licence by the Monetary Authority of Singapore and can now offer its digital investing platform, iAdvisor, to all accredited investors here. The company has 28 curated stock portfolios on […]

CB Insights – Wealth Tech Market Map: 90+ Companies Transforming Investment And Wealth Management

CB Insights – Wealth Tech Market Map: 90+ Companies Transforming Investment And Wealth Management

“Wealth Tech Market Map: 90+ Companies Transforming Investment And Wealth Management” By CB Insights, 24/3/2017 Wealth tech investments reached a record of 74 deals in 2016. This subset of fintech companies offer an alternative to traditional wealth management firms by offering technology-enabled tools that are advancing the investment and wealth management profession. We identified over […]

Financial Observer – Quant screens a tonic for thematic robos

Financial Observer – Quant screens a tonic for thematic robos

“Quant screens a tonic for thematic robos” By Financial Observer, 17/03/2017 Quantitative screens can increase returns from thematic robo-advice portfolios using two distinct approaches to building indices, according to a new whitepaper from wealth management software provider Quantifeed. The firm’s ‘Designing thematic indices with a quantitative factor’ report suggested that based on empirical research of […]

ifa – Robo-advice portfolios boosted by new methodology: Quantifeed

ifa – Robo-advice portfolios boosted by new methodology: Quantifeed

“Robo-advice portfolios boosted by new methodology: Quantifeed” By Larissa Waterson, 16/03/2017 Returns from thematic robo-advice portfolios can be boosted by using quantitative screens without increasing risk for investors, according to a whitepaper from digital investment solution provider Quantifeed. In its whitepaper titled Designing thematic indices with a quantitative factor, released today, Quantifeed analysed an improved […]

Financial Standard – Robo-advice portfolios benefiting from quant factors

Financial Standard – Robo-advice portfolios benefiting from quant factors

“Robo-advice portfolios benefiting from quant factors” By Karren Vergarra, 16/03/2017 Returns from thematic robo-advice portfolios can be boosted by using quantitative metrics that won’t increase investors’ risk, according to digital investment solutions company Quantifeed. In its whitepaper, Designing thematic indices with a quantitative factor, investors with robo-advice portfolios can improve their risk-return profiles by combining […]

Adviser Innovation – Quantitative screens improve risk-adjusted returns

Adviser Innovation – Quantitative screens improve risk-adjusted returns

“Quantitative screens improve risk-adjusted returns” By Killian Plastow, 16/03/2017 Applying quantitative screens to thematic robo-advice portfolios can improve results without increasing risk, according to Quantifeed. The company said there were currently two methods for building indices – thematic, which utilises investment themes, and factoral, which draws on empirical research of past returns – but added […]

Money Management – Robo portfolios benefit from themes and factors

Money Management – Robo portfolios benefit from themes and factors

“Robo portfolios benefit from themes and factors” By Hope William-Smith, 16/03/2017 Thematic approaches to building indices can be paired with factor approaches to deliver stronger risk-adjusted performance for investors’ portfolios, according to analysis from digital wealth management solutions firm, Quantifeed. Quantifeed’s whitepaper by senior quantitative strategist, Gaudi Schneider, analysis found while the two approaches to […]

Financial Observer – Advice engagement will be real robo test

Financial Observer – Advice engagement will be real robo test

“Advice engagement will be real robo test” By Financial Observer, 17/03/2017 Generational differences in the way clients seek advice would be a key catalyst for new digital entrants to capitalise on the growing millennial market by tailoring their models to the next wave of Australian investors, according to white-label digital advice provider Quantifeed. Speaking to […]