We make investing simple and automated using our in-house algorithm to create and manage portfolios for you. Just tell us your financial situation, desired risk level and financial goals, and we will create an Investment Portfolio that is suited to your needs. These Investment Portfolios are made up of a mix of assets such as equities, bonds, REITs and commodities.
We use a proprietary investment strategy called ERAA® (Economic Regime-based Asset Allocation). ERAA® is based on real-time economic data, instead of human emotions. Through ERAA®, we will ensure your risk remains constant and will optimise for returns throughout different market cycles. Learn more about ERAA® here.
We offer three types of portfolios to make investing easy for you:
1. General Investing: General Investing portfolios allow you to invest to reach your long-term goals.
2. Goal-based Investing: Goal-based Investing portfolios allow you to invest to reach specific goals such as buying a home, paying for your child’s education and planning for retirement.
3. Thematic Portfolios: Thematic Portfolios allow you to invest in long-term trends that have the potential to transform the world while staying true to your risk preference.