“Wealth Tech Market Map: 90+ Companies Transforming Investment And Wealth Management”
By CBInsights, 24/3/2017
Wealth tech investments reached a record of 74 deals in 2016. This subset of fintech companies offer an alternative to traditional wealth management firms by offering technology-enabled tools that are advancing the investment and wealth management profession.
We identified over 90 companies in the wealth tech space and organized them into 7 main categories based on the services and software they offer, then sub-categorized them by the client group they serve, whether business-to-consumer (B2C), business-to-business (B2B) or both. B2C companies serve individual or retail investors, while B2B companies provide software and services for wealth managers, family offices, or investment advisors.
“Quant screens a tonic for thematic robos”
By Financial Observer, 17/03/2017
Quantitative screens can increase returns from thematic robo-advice portfolios using two distinct approaches to building indices, according to a new whitepaper from wealth management software provider Quantifeed.
The firm’s ‘Designing thematic indices with a quantitative factor’ report suggested that based on empirical research of past investment performance, robo advisers could boost returns on their model portfolios by selecting securities based on both investment themes and factor indices.
“Robo-advice portfolios boosted by new methodology: Quantifeed”
By Larissa Waterson, 16/03/2017
Returns from thematic robo-advice portfolios can be boosted by using quantitative screens without increasing risk for investors, according to a whitepaper from digital investment solution provider Quantifeed.
In its whitepaper titled Designing thematic indices with a quantitative factor, released today, Quantifeed analysed an improved methodology for global thematic index construction to help digital wealth management providers drive higher returns for clients without additional risk to portfolios.
“Robo-advice portfolios benefiting from quant factors”
By Karren Vergarra, 16/03/2017
Returns from thematic robo-advice portfolios can be boosted by using quantitative metrics that won’t increase investors’ risk, according to digital investment solutions company Quantifeed.
In its whitepaper, Designing thematic indices with a quantitative factor, investors with robo-advice portfolios can improve their risk-return profiles by combining traditional stock selection, building indices and overlaying this with quantitative factors.
“Quantitative screens improve risk-adjusted returns”
By Killian Plastow, 16/03/2017
Applying quantitative screens to thematic robo-advice portfolios can improve results without increasing risk, according to Quantifeed.
The company said there were currently two methods for building indices – thematic, which utilises investment themes, and factoral, which draws on empirical research of past returns – but added that a robo-advisers using a combination of the two are likely to offer better results.
“Robo portfolios benefit from themes and factors”
By Hope William-Smith, 16/03/2017
Thematic approaches to building indices can be paired with factor approaches to deliver stronger risk-adjusted performance for investors’ portfolios, according to analysis from digital wealth management solutions firm, Quantifeed.
Quantifeed’s whitepaper by senior quantitative strategist, Gaudi Schneider, analysis found while the two approaches to building indices, thematic indices and factor indices, had individual advantages, they produced best results in tandem.
“Advice engagement will be real robo test”
By Financial Observer, 17/03/2017
Generational differences in the way clients seek advice would be a key catalyst for new digital entrants to capitalise on the growing millennial market by tailoring their models to the next wave of Australian investors, according to white-label digital advice provider Quantifeed.
Speaking to financialobserver, Quantifeed senior executive for strategic partnerships in Australia Graeme Brant said that while millennial investors were typically fee conscious when it came to seeking advice, the real test of digital advice providers in Australia would be the extent to which they could bridge the accessibility gap and draw in new client segments.
“Chances are that equity risk and opportunity continue to become more sector and country-specific than in the past. An investment approach focused on sectors and emerging trends might be advantageous in this environment.”
Quantifeed Senior Quantitative Strategist, Gaudi Schneider
“Global equities and Trump”
By ifa, 3/2/2017
What Donald Trump, rising interest rates and more will mean for global equities amid a growing investor appetite.
The past year in global equities has seen a surprising turn of events.
The lead up to 2016 was filled with pessimistic views from analysts, who believed much of the volatility from 2015 would creep into the new year.
And it did – at least for the first half of 2016. According to research from Colonial First State Global Asset Management, investor confidence in equities fell by a total of 29 per cent in the months between January and May last year.
“Top 9 Wealthtech Startups in Singapore and Hong Kong”
By Fintechnews.sg, 23/12/2016
Over the last years, the growth of fintech has gained significant momentum globally, attracting US$19.1 billion in investment in 2015 alone. In Asia, fintech funding reached an all-time high, quadrupling 2014 total with US$4.54 billion in investment across 130 deals, according to a report by CB Insights and KPMG.
While corporates in more mature regions of the world typically see fintech companies as a disruptor to traditional banking, in Asia, there is a much broader focus on fintech as an enabler for existing companies to extend their market share and to gain customers among the unbanked and underbanked populations.
Fintech is spurring innovation that is disrupting traditional banking and wealth management. Today, we take a look at some of the region’s hottest wealth tech startups and disruptors.
“If the markets are down, you may need to make a higher contribution for a few months to meet your goal, and we can let clients know by sending them a text. Instead of handing out a fact sheet about what the fund is doing, we’re focusing on user’s goals and whether they’re going to reach them.”
Quantifeed CCO, John Robson
By HKTDC, 13/12/2016
Online banking platform Quantifeed provides digital wealth solutions to financial institutions targeting middle-income customers. Delivering its platforms on a white label basis, it has worked with clients in Hong Kong, the Chinese mainland, Taiwan, Singapore and Australia. Focused on growing the company in Asia, the Hong Kong-based firm is looking to establish offices in Taiwan and Singapore and already has a presence in Sydney, says Chief Commercial Officer John Robson.