Kaplan Day with David Lee As Guest Speaker

David Lee will be a guest speaker alongside other industry leaders from Michael Page, Social Stand Limited, CFA Institute & Blockchain Educators. David will be discussing on how to be prepared for drastic work changes with disruptive technologies in financial services. 

Seminar Synopsis –

Robo-advisors are digital platforms that provide automated, algorithm-driven financial planning services with little to no human supervision. A typical Robo-advisor collects information from clients about their financial situation and future goals through an online survey and then uses the data to offer advice and/or automatically invest client assets.

During the seminar, David will talk about how robo-advisor potentially enhances investment performance when combined with artificial intelligence.

Topics to be covered –

  • The mathematical principles behind robo-advisors
  • Scope of service
  • The cost advantage
  • Bionic advisory
  • Why do we still need human relationship managers?

Date and Time – 
Sat 3 November 2018
4:00 PM – 6:00 PM (HKT TIME)

Location – 
G/F E-tech Centre, 402-406 Hennessy Road, Wanchai, Hong Kong

Come and register a spot to receive the best updates on industry trends today!

Who is Asia’s top robo-advisor?

In this report you will learn:

  • Where Asia’s robo-advisors rank – Top 14 scoring
  • How robo-advisors use portfolio theory
  • The strengths and weaknesses of portfolio construction models

This one-of-a-kind analysis, reviews the strengths and weaknesses of robo-advisor models. Most robo’s use an extremely scattered variety of investment algorithms and methodologies. Academic research as yet has covered performance aspects but not the risks associated with generating those returns.

This study proposes a new method to evaluate robo-advisor performance and using the ‘Portfolio Allocation Models’ Questionnaire’ it distinguishes major robo-advisory portfolio construction models and segments them according to the level of complexity and sophistication.

Which Robo’s Have The Edge

The article is one of many pieces of coverage in the press after the announcement of Privé Technologies being crowned the top robo-advisor methodology in Asia, according to the Kaplan and SMU.