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.
Demystifying Robo Advisory and AI Representation in Digital Wealth Management
Explore the building blocks of robo-advisor platforms and understand the role of AI in digital wealth management. Read how next generation investors prefer to manage their wealth and why robo-advisors are the way forward for financial institutions that want to attract and retain new customers.
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.
3 Key Wealth Management Trends in Southeast Asia
As complex and diverse as the ASEAN region is, wealth managers must address the similar needs that bind them to operate successfully across each market. That is, to identify and tackle three key trends of wealth management in Southeast Asia
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.
Wealth Management Connect Scheme for the GBA
The Wealth Management Connect Scheme will give Hong Kong immediate access to a large and wealthy customer base from Mainland China. Quantifeed can get financial Institutions ready to scale their business to capture this customer base.
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?
