What does it mean to find the best match robo-advisory provider for your institution? To answer this question, Kaplan has interviewed 16 robo-advisors in both Hong Kong and Singapore and evaluated the quality of their investment performance.
The findings are being released as a white paper titled: Portfolio Allocation Models’ Questionnaire – Inferring the quality of potential investment performance.
Key Insights:
Key characteristics and types of robos in Asia
Who would consider investing with robo-advisors
Picking suitable robos
Methodology for evaluating robos’ performance, maturity and functional design capabilities
Scoring of the 16 robos in Asia (including B2B, B2C and B2HNWI)
Implications and recommendations
For more details, please visit bit.ly/2wRPe8Q and get the FREE teaser report.