Roadmap for future work
Where we are right now
We have managed to incorporate in our retail portfolios, all features that one expects from a roboadvisor, and more.
We have also been able to:
outperform the benchmarks
demonstrate the capability of managing sizeable assets
find our niche as a data driven and AI based asset manager
Risk Management | Frequent Rebalancing |
---|---|
Tax Optimisation | Algorithmic execution |
How we got here
2015
Early 2016
Late 2016
2017
We need our long only offerings to appeal to institutional investors too
There are a few aspects about our portfolios that institutional investors might not be comfortable with:
This is how we are planning to tackle these problems
High Correlation:
Customization and scalability
Moving away from black-box approach
This is how we are planning to tackle these problems