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Financial Observer – Quant screens a tonic for thematic robos

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“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.

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ifa – Robo-advice portfolios boosted by new methodology: Quantifeed

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“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.

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Financial Standard – Robo-advice portfolios benefiting from quant factors

Financial Standard

 

 

“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.

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Adviser Innovation – Quantitative screens improve risk-adjusted returns

adviser innovation

 

 

“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.

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Money Management – Robo portfolios benefit from themes and factors


 

“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.

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Financial Observer – Advice engagement will be real robo test

 

“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.

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ifa – Global equities and Trump


 

 

 

“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.

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Fintechnews.sg – Top 9 Wealthtech Startups in Singapore and Hong Kong


 

 

“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.

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HKTDC Hong Kong Means Business – Fintech Future

 

 

 

“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

“Fintech Future”

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.

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FST Media Leadership Insights – AI in robo-advice is coming, but just not yet

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“While AI promises to change the future of investing, the robo-advisor industry isn’t quite there yet in terms of integrating this new technology into its investment models. In fact, it may not do so for a while.”

“AI in robo-advice is coming, but just not yet, Alex Ypsilanti, Chief Executive Officer, Quantifeed”

Published by FST Media, 21/11/2016

Could artificial intelligence, AI, outperform humans when it comes to investing? This is a question on the minds of many in the finance sector right now. But while AI promises to change the future of investing, the robo-advisor industry isn’t quite there yet in terms of integrating this new technology into its investment models. In fact, it may not do so for a while.

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