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 and analyse the type of risks that may impact their investments. To do this, Quantifeed has developed a feature that will enable financial advisors to perform a health check for their clients. This form of portfolio management helps advisors to point out areas for improvement while enhancing customer engagement.

Portfolio Risks

An investment portfolio is created when a client invests in a combination of assets. Like every investment, the portfolio could either reap returns and fulfil the client’s financial goals, or it could incur losses. There is a chance (or a risk) that the portfolio may not meet the client’s financial goals- this is known as Portfolio Risk. Risks can never truly be avoided, so periodic portfolio health checks by financial advisors can minimise it as much as possible.

Benefits of Portfolio Health Check

Advisors often lack the time and access to the relevant data sets to conduct a deep dive into their clients’ investments. Quantifeed’s Portfolio Health Check has a simple and comprehensive dashboard that facilitates all this. It allows Advisors to give highly personalised analyses and recommendations to their clients. Its customer profiling engine can indicate client preferences or special interests toward certain investments, helping Advisors stay on top of portfolio management and offer appropriate solutions to their clients.​

Advisors are notified when client health checks are due. Whenever a client’s portfolio starts to drift from its original model allocation, a prompt will be sent. This frees up the Advisor’s time to focus on building their business, increasing their productivity. During one-on-one meetings with the client, Quantifeed’s Portfolio Health Check enriches meetings, keeping it interactive. It improves client-advisor relationships and enhances the client experience as they are better equipped to service them backed with relevant data and recommendations.

Quantifeed’s Portfolio Health Check

Just like a body health check aims to measure a person’s health, Quantifeed’s Portfolio Health Check does an overall analysis of a client’s portfolio to measure its performance. It allows Advisors to go deep in analysing the overall positions of their client’s investment and compare its current portfolio of assets to a model allocation that is recommended for them. Depending on their risk profile, each client’s portfolio will be modelled after a portfolio that reflects their risk appetite.

Quantifeed’s Portfolio Health Check helps Advisors to point out areas of improvement in their client’s portfolio and adopt a healthy investment strategy. Through time and market movements, a client’s portfolio will experience drift. When a client’s portfolio strays from its original position, a rebalance is needed to ensure that their portfolio isn’t exposed to unnecessary risks. Quantifeed’s Portfolio Health Check is a feature Advisors can utilise to do this. It is a digital tool Advisors ought to take advantage of to stay up to date with portfolio management and when servicing their clients to add value to client-Advisor relationships.

Easy Launch and Execution, Quick Results

To conduct a portfolio health check on our platform is easy and intuitive. It was designed to simplify the process for Advisors in seven steps.

Step 1: Launch Portfolio Health Check

Simply bring up a client’s profile and start the health check journey right away or from the Advisor Dashboard.

Step 2: Choose Reference Allocation Model

QEngine will automatically recommend a model based on the client’s profile, but Advisors may choose a different model against which they would like to test the customer portfolio.

Step 3: Select Inclusions and Exclusions

Further fine tune the analysis personalisation by manually adjusting the client’s assets to include or exclude certain holdings. All this can be done before starting the comparison analysis.​

Step 4: Kickstart Health Check Analysis and Share a Detailed Report​

Generate a detailed six-axis report.​ Directly share the report with the client through their preferred channels including mobile.​

Step 5: Adjust Portfolio

The health check provides personalised portfolio adjustment recommendations.​ Easily adjust new instruments to include within the newly reviewed portfolio structure.​

Step 6: Re-test Allocation with Portfolio Health Check​

Confirm that the new allocation complies with the model.​ Advisors may continue to adjust and test several approaches against the model to reach an ideal allocation.​

Step 7: Order Management

When the Health Check is complete, clients are advised to take the next best step by making the change to their portfolio. Once their client consents and agrees to the adjustments, order generation for asset relocation can be done in just one click.

This final step leverages QEngine Trading to generate and process the relevant orders needed. QEngine Trading is one of seven capabilities within QEngine, an award-winning technology platform developed by Quantifeed. It supports the end-to-end trade and order management process from the investor to trading venue, to settlement and reconciliation. Learn more about it here.

Portfolio Health Check Monitoring

Portfolio management is an ongoing process, requiring periodic monitoring to ensure customer portfolios are brought back to the recommended state, continuously meeting the investor’s objectives and goals. After the first health check, QEngine performs ongoing and automatic portfolio monitoring and covers both absolute and relative performance.​ This frees the Advisor to focus on business and relationship building, increasing productivity and efficiency.

Keen to know more about Quantifeed’s Portfolio Health Check to improve wealth managers’ customer engagement? Reach out to us to schedule a demo! Our team is ready to demonstrate an interactive walk-through on how the Health Check works and how it can improve client-advisor meetings.

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    Ross Milward

    Chief Technology Officer &
    Co-Founder

    Ross Milward leads Quantifeed’s technology and engineering efforts to deliver innovative digital wealth management solutions. Before co-founding Quantifeed, he spent more than 15 years in investment banking, holding senior positions in equity and equity derivatives technology.

    His expertise is in developing and managing large-scale enterprise-level global trading and risk systems. A former managing director, Ross has worked for Bank of America Merrill Lynch and Deutsche Bank. He has held multiple global and regional leadership roles, most recently as head of equities technology in Asia. He has worked in Hong Kong, Sydney and London.

    Ross holds a Bachelor’s degree in Computer Science with Honours and is a Fellow of the Securities Institute of Australia. He likes pushing his limits through long distance triathlon races.

    Michael McDonald

    Head of Web Engineering

    Michael McDonald builds Quantifeed’s online wealth management web application in order to deliver a user-friendly and integrated experience. Michael has over 11 years of experience in web application development.

    As Developer for Crossroads Hong Kong, he and his team set up the infrastructure for its donation and stock management application. As Developer at e-commerce company Synapse Connect in New Zealand, he and his team helped clients build mobile applications like prospersoftware.nz, providing him with a full-stack web development and DevOps skillset, servicing clients and back-office operations.

    Michael holds a Bachelor degree in Electrical and Computing Engineering from University of Canterbury New Zealand. He moved to Hong Kong in 2014 and enjoys the outdoors sports such as hiking and cycling.

    Joy Sun

    Head of Quantitative Engineering

    Joy steers Quantifeed’s research and development in systematic investment strategies, portfolio construction and trade execution. Prior to joining Quantifeed, she worked as a quantitative analyst in asset management and proprietary trading firms.

    She led development of trading strategies, including design,simulation and risk control, and research in market trend recognition and prediction. Joy earned her PhD in Operations Research from the University of Hong Kong, her MS in Statistics from Nan Kai University and her BS in Computational Mathematics from Dalian University of Technology.

    John Threlfall

    Head of Site Reliability Engineering

    John leads the SRE team in Singapore and is responsible for the overall infrastructure and SDLC of Quantifeed’s technology platform, QEngine. He ensures the design, availability, and reliability meets the requirements of both our internal and external users. He has over 20 years’ experience in the banking industry, with a demonstrated history in transforming back-office technology and developing reliable engineering systems for large financial institutions.

    Prior to joining Quantifeed, John held technical and leadership roles at Bank of America Merrill Lynch and Standard Chartered Bank. He holds a BSc degree in Artificial Intelligence from The University of Manchester in the United Kingdom. John moved to Singapore in 2008 and enjoys travelling with his family, football and scuba diving.

    Lars Bischoff

    Head of Core Engineering 

    Lars Bischoff is a lead senior software engineer on Quantifeed’s back-end services, with a focus on trading and external interfaces.

    Before joining Quantifeed, Lars had a number of leadership roles across major investment banks including Deutsche Bank, JP Morgan, UBS, and Citi. These roles included designing and implementing systems for Equities and Equity Derivatives Trading. Lars also held roles as country lead for Equities and Equity Derivatives Technology, as well as global lead for Equity Derivatives Trading.

    As a former Executive Director in Deutsche Bank and JP Morgan, Lars has extensive experience in building local and global development teams. In this capacity, he also defined and realised the technology direction and innovative platforms in the Equity and Equity Derivatives space for these two organisations. Lars holds a Bachelor of Science degree in Computer Science, from Macquarie University, Sydney.

    Chetan Shetty

    Head of Product Management

    Chetan leads Quantifeed’s product management capability and drives the implementation of features in our product that continuously solve digital wealth management problems for our clients.

    Chetan started his career as a software engineer in the aerospace industry working across the entire software development lifecycle. Subsequently he worked in various roles helping large enterprises in Hong Kong solve business problems with process and technology solutions. His experience ranges across aviation, insurance, public sector services and consulting. He has lived and worked across multiple countries and enjoys travelling to new places, tasting new cuisines and occasionally writing his blogs.

    Parul Srivastava

    Head of Delivery & Singapore Country Head

    Parul Srivastava leads Quantifeed’s Delivery function. She enables Quantifeed customers to successfully adopt and launch innovative digital wealth management solutions. Parul brings 18 years of strong experience in the financial services industry, her knowledge edges across the delivery lifecycle and wealth domain areas including AML, KYC, client onboarding and Payments. She is experienced in managing complex , high value enterprise level programs with leading Banks like SCB , BNPP, OCBC and Technology Service providers like Cognizant, BAE Systems , Fenergo. She has worked vastly for APAC and EMEA region deliveries primarily based out of Singapore.

    Parul Holds a Master’s in Business Administration in Finance and Accounting and is Certified PMI- Project Management Professional, Scaled Agilist, Scrum Master(CSM) and Product owner (CSPO). Beyond work she is interested in Art and Travel.

    Conor Doyle

    Head of Pre-Sales

    Conor has over 20 years of experience of leading sales and service teams in high-growth financial software vendor organisations. His previous work experience focuses on leading multinational, cross-functional teams in the provision of leading-edge, highly complex and high-value fintech business solutions.

    Conor is an expert presenter, negotiator, and business operations manager; able to forge solid relationships with both clients and partners and build consensus across multiple organisational levels. He has demonstrated capacity for leadership and project management, with proven track record of meeting targets, overcoming challenges in real time, and delivering tangible results.

    Conor is bilingual (English and Japanese) with strong technical and integration experience and a Mechanical Engineering degree.

    Robert Rice

    Chief Sales Officer

    Robert Rice leads Quantifeed’s sales strategy and works with clients to define and deliver digital wealth management solutions. Based in Hong Kong for over 15 years, Robert has held sales leadership roles in APAC and EMEA at London Stock Exchange Group (formerly Refinitiv), Fitch Solutions, OFX and SNL Financial, leading teams servicing wealth managers, asset managers and financial institutions.

    His career is focused on brining innovative platforms, products and solutions to market helping clients meet their objectives. Robert is an appointed Mentor for the Hong Kong Fintech Week advising start-ups and market entrants on various topics and go to market initiatives.

    Audrey Wong

    Chief Operating Officer &
    Chief Financial Officer

    Audrey Wong manages operations and financial affairs to deliver on Quantifeed’s business strategy. Audrey joined Quantifeed from Bank of America Merrill Lynch, where she was COO for the equities division in Asia Pacific. Audrey’s tenure at Merrill Lynch included senior assignments in Toronto and New York, before relocating to Hong Kong in 2006 to take a new role as the Finance Head of Equities Derivatives for APR.

    Her responsibilities expanded to CFO of APAC Equities in 2011 and CFO for APAC Global Markets in 2013. Audrey holds a Bachelor of Business Administration from Brock University of Ontario. She is also a Chartered Professional Accountant of Ontario and Chartered Financial Analyst. Audrey enjoys biking and swimming with her two children.

    John Robson

    Chief Commercial Officer

    John Robson drives Quantifeed’s client partnerships. He works with financial institutions to assist them in developing their digital wealth management future. Based in Hong Kong for over 30 years, he has held regional leadership roles at JP Morgan, Nomura and Merrill Lynch managing teams which serviced the region’s consumer and private banks.

    His career has been focused on the development of investment platforms and products. He has been instrumental in introducing significant product innovation to wealth management platforms in Hong Kong, London and Tokyo.

    Alex Ypsilanti

    Chief Executive Officer &
    Co-Founder

    Alex Ypsilanti spearheads Quantifeed’s mission to solve the challenges of digital wealth management.

    Before co-founding Quantifeed, he spent fifteen years as an investment banking research analyst. His work enabled investors to improve their risk-adjusted returns and to gain access to a wider range of market strategies and risk premia. Alex, a top ranked analyst by Institutional Investor, had a leading role in the growth of the European ETF market, hedge fund replication and the use of volatility products in portfolios.

    A former managing director for Morgan Stanley and Bank of America Merrill Lynch, Alex has built and led teams of derivatives and quantitative strategists in London, Tokyo and Hong Kong.

    Alex holds Bachelors and Masters degrees in Information Systems Engineering and a PhD in Mathematical Finance from Imperial College, University of London.