fundinfo and ifund announce intelligent fund selector “Digital-Advisor”
November 23, 2016 |
Businesspartner | etfinfo | Events | Front | News |
At a packed event with over 100 attendees held at the Park Hyatt Hotel in Zurich, “Digital-Advisor” was launched. Developed in cooperation with partner ifund, Digital-Advisor is the first expert system that evaluates both active and passive funds based on years of qualitative fund research, then combines the results with individual investor preferences and convictions. It is a unique tool that goes far beyond what track record alone reveals.
Matthias Weber, ifund’s CIO, described Digital-Advisor as a tool that dramatically reduces time and money required for fund screening, reduces time-to-market for new investment ideas (“a matter of seconds, not days”), and enables tailor made offerings at low cost.
Digital-Advisor may be used as a stand-alone tool, or embedded into existing investment advisory solutions to rapidly identify funds that best reflect the CIO’s current view. The integration ability of Digital-Advisor was illustrated at the event based on the fund suitability platform Investment Navigator.