Find out how we adopt the Markowitz’s Nobel Prize winning approach to create personalised portfolio to help investors realise their goals
Goal Based Thematic Investing
Problem
Clients want investments that can cater to their different aspiration, risk tolerance & financial circumstances.
Implication
Personalised and dynamically responsive investment advice can be costly.
Our Solution
We deliver bespoke advice digitally, supported by automation to reduce hassle and save time.
How Our Superior Approach Helps You
01.
We adopt the Markowitz's Nobel Prize winning approach to maximise returns and minimise risks.
02.
Managers can design the strategy, customise asset allocation and risk parameterisation. Then, let users personalise portfolios based on their circumstances.
03.
We provide the opportunity to outperform the market by riding on thematic plays curated using ETFs.
Want To Do It Yourself ?
We provide our ETF data and signals in an open manner for users to screen for their portfolios should they choose not to use our algorithm.