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Fintech innovations on Asset Management

 

Fintech Innovations on Asset Management

The asset management industry has traditionally been characterised as a highly technical and skilled environment where fundamental analysis and expensive rigorous research, coupled with personal advice has resulted into a strategic moat around the industry. However, the democratisation of information, increased transparency and access to cheap but powerful analytics has resulted in a slew of fintech companies that have created compelling propositions at each part of the asset management value chain.

These include:

  • Robo advisors – automated online programs that construct model portfolios based on user inputs
  • Self investment – platforms that allow easy trading and monitoring of own investments
  • Research – access quality research generally through crowdsourcing
  • Support – enabling solutions that automate compliance, risk monitoring etc

 

Current Risk Profiling is Broken: Berkeley Based Consumer Profiling Innovation for Advice, Insurance and Credit Markets


Determine clients risk tolerance and appetite through game choices instead of surveys
Fintech Themes: Tech-Wealth Gamification

 

Digital Investment Book of Record and Investment Analytics


Digital investment data and analytics service for the capital markets in the cloud
Fintech Themes: Bank in a Box Data Analytics

 

Deus Technology - Automated Advisory Solution


Platform that automate the consultancy process for portfolio construction etc.
Fintech Themes: Tech-Wealth Asset Management

 

Goal-based robo-advisor (with social norming) and personal financial dashboards


Robo-advisor aimed at younger target audience
Fintech Themes: Tech-Wealth Asset Management

 

Midas - tools to simplify access to managing personal investments and links to personal advisors


Financial planning app to show full view of all assets and to plan an optimal portfolio
Fintech Themes: Tech-Wealth Asset Management

 

StockViews: A marketplace for high-quality equity research and ideas


Crowdsources the best equity analysts and rates them according to their ability to generate alpha
Fintech Themes: Asset Management

 

 

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