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Money Management – Quantifeed and XTB launch first XTB ‘Floater’ model portfolio for retail investors

Money Management – Quantifeed and XTB launch first XTB ‘Floater’ model portfolio for retail investors

Money Management – Quantifeed and XTB launch first XTB ‘Floater’ model portfolio for retail investors By Money Management, 7/8/2017 Quantifeed and XTB have launched a model portfolio of exchange traded bond units (XTBs) linked to floating rate notes from Australian corporate issuers that will be available to investors in Australia and across Asia. Fixed income […]

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, […]

Fintech News Hong Kong – Fintech in Hong Kong 2017 Startup and Ecosystem Report and Infographic

Fintech News Hong Kong – Fintech in Hong Kong 2017 Startup and Ecosystem Report and Infographic

Fintech News Hong Kong – Fintech in Hong Kong 2017 Startup and Ecosystem Report and Infographic By Fintech News Hong Kong, 26/6/2017 With over a hundred fintech ventures and more than 35 investors and accelerator programs, Hong Kong’s fintech ecosystem is growing at a fast pace. Hong Kong is looking to capitalize on financial technology […]

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 […]

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