Portfolio of the Month: Cloud Computing

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Cloud computing, the service that helps enterprises use remote servers hosted on the internet to store, manage and process critical data is an up-and-coming growth sector in tech. Cloud computing helps to reduce costs, increase efficiencies, and scale conveniently. It is readily available to anyone who uses a computer or mobile device at home or at work.

Some of the growth drivers for this technology include digital transformation as we see the pandemic change the way organisations work, a surge in internet and smart device penetration globally, and big data consumption in various verticals. Increasing adoption of 5G and Artificial Intelligence (AI) is expected to further support the market growth for cloud computing.

The impact of cloud computing can be seen across various industries and day-to-day living. We see banks progressing by moving their banking applications onto the cloud, government agencies acting via cloud, operations, as well as entertainment and home management systems delivering services direct from the cloud.

The Top Ten Cloud Computing US Strategy is designed to provide exposure to long-term economic growth in the cloud computing segment. We identify cloud-based software companies by their description and industry classifications, and then select the ten largest
companies as measured by market capitalisation. To improve the selection’s risk adjusted return, we overweight stocks with lower volatility. According to a study by Grand View Research Inc, the global cloud computing market size is expected to reach USD 1,251 billion by 2028, registering a CAGR of 19.1% over the forecast period.

As of 5 Nov 2021, the year-to-date return of the strategy is 30.0% compared to 26.0% for US Equities. The one-year volatility of the strategy – a proxy for its short-term risk – is 17.6%, compared to 12.4% for US Equities.

Quantifeed’s expertise lie in simplifying complex investment strategies, and offers investors the exposure to some of the most exciting investment portfolios in the world. Subscribe to our newsletter for more insights on investment strategies, portfolio development and management.

 

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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 has more than 20 years of experience in the banking industry, with a demonstrated history in transforming back-office technology and maintaining reliable engineering systems for large financial institutions.​

    Based in Singapore, John held technical and leadership roles at Bank of America Merrill Lynch and Standard Chartered Bank prior to joining Quantifeed. John holds a BSc degree in Artificial Intelligence from The University of Manchester in the UK

    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.

    Eric Lee

    Singapore Country Head & Head of Program Management

    Mr Lee has over 30 years of experience in the investment banking industry, with an extensive background in developing technology strategies and operations in global markets for equities and fixed income. Prior to his role at Quantifeed, Mr Lee held several engineering leadership roles at Bank of America Merrill Lynch, based in Singapore and Hong Kong.

    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.