A discussion series led by StashAway and Xccelerate covering the intelligent investment framework.
As stated by CFA Institute “One study suggests that more than 91.5% of a portfolio’s return is attributable to its mix of asset classes.” History has also shown us that it’s the economy, not the market, that ultimately drives returns over the medium to long term. Does the market have any tools that can maximise returns while minimising risk in wealth management?
Robo-advisors have become popular around the world largely due to their low fees, accessibility, and convenience. Learn the newest Asset Allocation Strategy, ERAA® (Economic Regime-based Asset Allocation), a unique proprietary investment framework that uses data to make portfolio decisions, and technology to maintain precision.
- Understanding Digital Wealth Management
- Asset Allocation - A quick look into StashAway’s risk and investment framework, Economic-Regime based Asset Allocation, ERAA®
- Q&A Session
Investment decisions should be based on data, not rumor and hearsay. Join us and learn how to be data-driven when doing investment.
Ms. Stephanie Leung
Stephanie Leung is the Director and Head of StashAway HK.
Stephanie has more than 17 years of experience in managing multi-asset portfolios globally for Goldman Sachs as well as for institutional investors and family offices. Her expertise in global macro and quantitative investing has enabled her to effectively manage multi-billion portfolios for her clients. Prior to finance, she began her career at McKinsey & Co. advising companies in the Asia Pacific region.
Stephanie earned her MS in Computer Science (Artificial Intelligence) from Stanford University and BS in Computer Engineering from the University of Michigan.
For more info: https://bit.ly/2SATPaA