Portfolio of the Month: China Consumer HK
As China’s middle-class consumers expands and demand for goods and services increases, investors may consider adding Chinese consumer sector stocks to their portfolios.
Portfolio of the Month: MASTR
The MASTR model portfolio diversifies across 10 liquid sub-asset classes globally, including equities, REITs, gold, and corporates. Denominated in USD, it rebalances monthly to maximize systematic returns.
Key Announcements from City Tech. Tokyo
Quantifeed recently attended the Tokyo Metropolitan Government’s City-Tech. Tokyo event, exhibiting at the two-day festival under the Fintech section.
Portfolio of the Month: Solar Power US
This edition of Quantifeed’s Portfolio of the Month highlights a US-listed equity strategy on the solar power theme. The return of the strategy over the last six months 16.3% compared to a decline of 18.1% for the US equity market.
Robo Advisory as Investment Enablers
Alex Ypsilanti, CEO & Co-Founder of Quantifeed joins a panel of speakers at Revive Tech 2022 to talk about robo-advisory and its role as an investment enabler. The panel explored changes in digital wealth management in light of COVID-19 and the investment landscape globally.
Feature of the Month: Portfolio Health Check
In order to adopt and retain a healthy investment strategy, investors should periodically measure the performance of their investment portfolios. Advisors can do this for their clients by performing a portfolio health check.
Portfolio of the Month: Top Ten Dividend Winners US
This edition of Quantifeed’s Portfolio of the Month highlights top ten dividend winners from US-listed stocks. This portfolio of high-yielding stocks has a strong track record of stable or growing dividends that can capture income and performance in the US market.
Pride Month with Pink Alliance Hong Kong
In celebration of Pride Month, Quantifeed invited Alex See, Director of Fundraising for Pink Alliance Hong Kong to share what Pride Month is about. Alex led Quantifeed team mates from all around the world into a time of heartfelt sharing, questions, and bonding.
Top 5 Features of Quantifeed’s Advisor-Led solution
Quantifeed’s Advisor-Led solution for Private Banks is a best-in-class digital desktop made to empower Advisors. Powered by QEngine, it has five key features that will help advisors scale their business and drive the bottom line.
Threshold for Portfolio Rebalancing
There are two main indicators of interest when maintaining a peak-performing portfolio- drift and tracking error. How can financial institutions leverage quantitative analysis and technology to increase efficiencies?
