The goal-based investment process delivers a coherent transparent, goal-driven and client centric advisory process that enables to digitally define goals, simulate investment scenarios, invest and periodically review investment strategy aligning goals with customer wealth.
Continue reading “Goal-Based Investments In The Digital Era”
ILLUMAS 1.1 is the best in class solution designed to answer to the new challenges and increasing complexity currently facing the Private Wealth Management Industry. With the new version of Illumas we allow our customers to make substantial improvements in operation processes and efficiencies, while providing a certified and fast information flow throughout the key front, middle and back office functions enabling their Digital Transformation.
Could your stand up to MiFID II requirements?
“When providing investment advice, the investment firm shall, before the transaction is made, provide the client with a statement on suitability in a durable medium specifying the advice given and how that advice meets the preferences, objectives and other characteristics of the retail client” MiFID-II – Article 25
A sei mesi compiuti dal referendum a favore dell’uscita del Regno Unito dall’Unione europea, c’è ancora incertezza su quando e come cambieranno i rapporti tra Europa e UK.
Nel consueto appuntamento con Advisor Private, ho condiviso alcuni spunti di riflessione sulle tematiche principali che, in questa situazione, sono al centro dell’attenzione di tutti gli operatori finanziari, sia in Europa che in UK: l’evoluzione normativa e la volatilità dei mercati. Continue reading “Gli effetti dell’uscita della Gran Bretagna dall’Eurozona sugli investimenti IT”
During the second Objectway International Customer Conference in Amsterdam, Marco Migliorin and me had the chance to show our guests and customers the technology and the benefits we implemented in our new model portfolio construction and optimization solution, Optimo. Continue reading “Portfolio Optimization, With Quality”
As I said weeks ago, the works of Harry Markowitz, Fischer Black, and Robert Litterman framed the problem; and, thanks to them, we could start our work towards a solution. Continue reading “A Model Portfolio Costruction Solution: Been There, Done That”
Before writing on our upcoming portfolio manager solution, I feel fair to pay a little tribute to the giants whose shoulders we are standing on, and who made possible to create powerful digital solutions even when digital was just a concept, far away in time. Continue reading “Thank You Economists, for Your Studies on Portfolio Management”