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Advisor Innovation – An opportunity for wealth managers to better service Millennials

Advisor Innovation – An opportunity for wealth managers to better service Millennials

Advisor Innovation – An opportunity for wealth managers to better service Millennials By Advisor Innovation, 21/7/2017 In a market where many competitors have left Millennials in the too hard (or too poor) basket, progressive wealth managers have an opportunity to stake their claim. Fear of missing out, aka FOMO, is a constant in life for […]

Financial Standard – Quantifeed launches portfolio for car lovers

Financial Standard – Quantifeed launches portfolio for car lovers

Quantifeed launches portfolio for car lovers By Financial Standard, 11/7/2017 Investment and robo-advice platform provider Quantifeed has created a model portfolio that taps the growing global industry of driverless cars. The model portfolio comprises companies that are leading the development of self-driving cars, including technology providers and vehicle part suppliers. Current holdings include Tesla, Alphabet, […]

Hubbis – Digital wealth: automation, deployment, engagement

Hubbis – Digital wealth: automation, deployment, engagement

Hubbis – Digital wealth: automation, deployment, engagement By Hubbis, 21/6/2017 Speaking at Hubbis’ Digital Wealth event in Singapore in June – John Robson of Quantifeed discusses how to fit a new technology initiative into the people, processes and systems of existing businesses. Financial institutions across Asia are now looking at robo-advisory platforms as offering the opportunity […]

Australian Financial Review – Five top overseas prospects from the experts

Australian Financial Review – Five top overseas prospects from the experts

Australian Financial Review – Five top overseas prospects from the experts By Australian Financial Review, 31/05/2017 In April the International Monetary Fund issued its most upbeat outlook for the global economy in years.World growth is forecast to rise from 3.1 per cent in 2016 to 3.5 per cent in 2017 and 3.6 per cent in 2018.Yet […]

Bloomberg – Quantifeed’s Ypsilanti Says AI Empowers Advisers

Bloomberg – Quantifeed’s Ypsilanti Says AI Empowers Advisers

Bloomberg – Quantifeed’s Ypsilanti Says AI Empowers Advisers By Bloomberg, 20/05/2017 Financial technologies such as robo-advisors are taking the corporate world by storm — but their integration has been much more sluggish. In an interview with Globalive Chairman Anthony Lacavera, Quantifeed’s co-founder and CEO Alex Ypsilanti talks about makes his products a better alternative to […]

ChinaTimes – 永豐金證券(亞洲) 推出智能理財服務 (SinoPac Securities (Asia) to launch an intelligent portfolio financial services InveStart)

ChinaTimes – 永豐金證券(亞洲) 推出智能理財服務 (SinoPac Securities (Asia) to launch an intelligent portfolio financial services InveStart)

ChinaTimes – 永豐金證券(亞洲) 推出智能理財服務 (SinoPac Securities (Asia) to launch an intelligent portfolio financial services InveStart) By China Times, 19/05/2017 隨著年金改革議題延燒,國人中長期投資理財規劃需求日益增長,永豐金證券子公司-永豐金證券(亞洲)宣布與跨國金融科技服務公司Quantifeed攜手合作,推出智能投資組合理財服務InveStart,以結合主動選股及指數操作優勢的主題式及資產配置投資組合,搭配低廉的服務收費及智能投資助理,降低投資者的投資成本並減少管理帳戶的繁雜工作,協助投資者聰明理財,輕鬆達到投資目標。 近年來,智能投顧和被動式投資在美國和全球市場發展迅速,儼然是兩股不可忽視的趨勢。根據知名管理顧問公司A.T. Kearney預測,美國智能投顧行業的資產管理規模將從2016年的3,000億美元增長至2020年的2.2萬億美元,達到68%的年均複合成長率,被動式投資高速成長已成銳不可擋之勢。 永豐金證券(亞洲)一直以來致力於提供投資者多元、專業的金融服務,以滿足不同投資者的需求,感受到數位財富管理的發展強勁,推出InveStart智能投資組合理財服務,成為大中華區首家通過香港證監會核准的券商以及亞洲智能理財服務的領先提供者。 投資者可同時享有風險分散、資訊透明及費用低廉的好處外,InveStart亦透過智能投資助理隨時追蹤管理投資者的帳戶,定期發出調整通知,當客戶收到通知後,只需一鍵操作便可完成投資組合調整,將為亞洲的財富管理開創另一新扉頁,開啟智慧理財的大門。更多資料可以上網(www.sinopacasia.com)查詢。 SinoPac Securities (Asia) announced that it has partnered with Quantifeed, a multinational financial and technology service company, to launch an intelligent portfolio financial services InveStart, to combine the active stock selection and […]

ifa: Advice lacks ability to inspire action: consultants

ifa: Advice lacks ability to inspire action: consultants

ifa: Advice lacks ability to inspire action: consultants By ifa, 12/05/2017 A majority of Australians are not interested in financial advice because the industry lacks effective ways of making financial goals a part of everyday life and inspiring action among consumers, consultants have said. Speaking to ifa, Caboodle Financial Services managing director Peita Diamantidis said […]

Hong Kong Economic Journal – 電腦黃大仙 (Robot advisor to assist digital wealth management)

Hong Kong Economic Journal – 電腦黃大仙 (Robot advisor to assist digital wealth management)

Hong Kong Economic Journal – 電腦黃大仙 (Robot advisor to assist digital wealth management) By Hong Kong Economic Journal, 09/05/2017 5月8日,周一。文咸西街,參茸海味遠近馳名,旅遊發展局網頁都有介紹,最近與一間 Fintech startup有個聚會,公司所在大廈,就在一大堆南北行之間。老畢笑這位初創企業老 闆,為何選擇一條海味乾貨街為辦公地點,外籍老闆A君轉數極快,反問在下難道不知這一 帶就是鼎鼎大名的「香港矽谷」? 這次拜訪,主要想見識一下A君公司開發的自動化投資系統。大家可能一聽就想到智能顧 問、投資機械人等fancy名詞,但A君坦然其系統並非「電腦黃大仙」,無法替客戶占卜市 場走勢或設定炒賣策略,趨吉避凶有求必應。 套餐罐頭 坊間不乏聲稱投資軟件成績彪炳,比真人更勁的公司,惟A君並不相信電腦能如此神奇,至 少現階段未得,卻深信部分環節借助機器,較依賴有血有肉的真人顧問或投資者自己揸鑊鏟 好。 與機械人進駐工廠同理,機器可24小時開工,同時處理大量客戶,成本低收費自然低。另 外,程式提供的乃標準化服務,可以把成千上萬投資選項簡化成各式各樣的「套餐」,配搭 一個user friendly界面,投資者便可「自由行」。 當日老畢所見示範,基本上由客戶自行輸入投資年期、金額、目標(例如結婚、子女升學、 退休等),以及風險喜好,由電腦提供一系列方案並計算投資目的是否有機會達到。 以上所說的都是「基本嘢」,冇乜特別,但A君另外幾個想法卻令老畢頗感興趣。在創業當 老闆前,A君曾經任職投行,主力設計投資組合,自然而然把其拿手好戲引入startup平台。 除了股票、債券及股債混合等例牌菜外,還奉上應對不同炒作主題的「罐頭」組合,例如與 各類潮流新科技(VR、無人車,諸如此類)相關的股票組合。 客戶若鍾情某個投資主題,但又不想把所有資金押在一兩家公司身上,這類根據市值、流通 性、成交額等因素釐定比重的「罐頭」組合,可謂啱使啱用。程式亦可為投資者定期(例如 每六個月)自動執行rebalancing指令,省卻用家不少麻煩。 A君希望其投資輔佐系統最終能具備某些功能,針對投資者通病提供解決方案。舉個例,某 些客戶本來做開dollar cost averaging,打算長線投資,但金融市場突然風雲色變,嚇到面 青之餘,急急腳上網停止月供計劃。 霎時衝動 這種情況絕不罕見,假如輔助系統能在關鍵時刻提醒投資者不要受市場氣氛影響,客戶便能 減低一時衝動做錯決定的機會,從而提升長線回報。 許多人都有參與按月買股計劃的經驗,以為易過借火卻中途縮沙者大有人在,人性因素往往 成為投資的最大障礙。然而,電腦如何解決這個問題? 老畢馬上在腦海中幻想一下,現實世界若有類似Iron Man電影裏智能助手Jarvis的投資顧 […]

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 […]