ETFmatic April 2020 Newsletter
London, UK April 2020
Hello from all the team here at ETFmatic. We hope you and your families are safe and healthy during this continually challenging time.
April has been a busy and productive month for us here at ETFmatic.
ETFmatic selected as WealthTech100 Company
While we have kept a relatively low public profile over the past year, industry press and organisations are beginning to take note of our achievements. We’re proud to have been selected as a WealthTech100 company. The WealthTech100 recognizes companies transforming the global investment and banking industries, and ETFmatic was selected from a list of over 1,200 companies by a panel of analysts and industry experts. For more information about the WealthTech100 visit their website here.
Dynamic Market Portfolios by Eye Performance TechnologiesLast month we announced the premium B2B product offering that we had developed together with Eye Performance Technology. The company is led by Mads N. S. Pedersen who previously headed up the Global Asset Allocation at UBS, the world largest wealth manager. In this role he was responsible for managed strategies with more than $100bln in assets. Market corrections can lead to heavy portfolio losses. We are all aware of the impact that these losses have on our investments’ long-term performance. We have partnered with Eye Performance Technology to deliver a set of investment portfolios with systematic risk management and performance creation supported by behavioral finance-based algorithms with the aim to actively mitigate against these losses.
- The Defensive strategy starts with a base equity allocation of 30%, cutting it to 0% when the algorithm generates a risk-off signal, or increasing to 50% when a risk-on signal triggers.
- The Balanced strategy starts with a base equity allocation of 45%, cutting it to 0% on a risk-off signal or increasing to 70% on a risk-on signal.
- Finally, the Dynamic strategy is the most aggressive. It starts with a base equity allocation of 67%, cutting it to 0% on a risk-off signal, or increasing to 100% on a risk-on signal.