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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 […]

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 […]

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