Goal Based Thematic Investing
Clients want investments that can cater to their different aspiration, risk tolerance & financial circumstances
Personalised and dynamically responsive investment advice can be costly.
We deliver bespoke advice digitally, supported by automation to reduce hassle and save time.
Why Is Our Approach Better?
We adopt the Markowitz’s Nobel Prize winning approach to maximise returns and minimise risks.
Managers customise asset allocation and risk parameterisation, and create personalised portfolios based on client’s circumstances
Overlaying SRI portfolios over long term themes offers the opportunity for outperformance.
Find out how we adopt the Markowitz’s Nobel Prize winning approach to create personalised portfolio to help investors realise their goals and promote inclusion
Want To Do It Yourself ?
We provide our ETFs data and signals in an open manner for users to screen for their portfolios should they choose not to use our algorithm.