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Algo-Chain’s founders have taken their 10 years of experience in the ETF model portfolio space and developed a cloud-based ETF portfolio construction tool which enables investors and financial advisors to rapidly design a multi-asset model portfolio.

This online service is being offered on a subscription basis, and as a white label solution to the wealth management, brokerage and family office community.

The ETF model portfolio challenge

Even at the best of times, as an investor one is facing constant changes, such as the benefits of low fees, the ever-changing regulatory landscape, and lest we not forget one’s ability to keep on top of the markets. However, help is at hand, as the new ETF model portfolio service represents an opportunity to leverage the vast array of intelligent technology that is at the disposal of investors and traders of ETFs.

One of the challenges that many investors face, is to be able to construct a portfolio with known risk and return characteristics, as this is central to the success of any long-term financial planning proposition that financial advisors regularly recommend to their investors.

Combining this requirement of determining the target risk of a model portfolio with the benefits of transparency that ETFs bring to the table, has allowed Algo-Chain’s team of PhDs and data scientists to design a disruptive, technology-driven solution that is unique across the fintech space.

“Algo-Chain’s Portfolio Construction Wizard systematically searches the markets to find the best performing Model Portfolios. In the past when an investment mandate came my way, what used to take us 4 days to implement, now takes under 5 minutes,” says Allan Lane, the founding partner of Algo-Chain.

The model portfolio arena has been in the news of late. Goldman Sachs’ recent purchase of S&P’s model portfolio business and Invesco’s acquisition of Intelliflo, the UK’s leading technology platform for financial advisors, shows how strategically important this segment of the financial services industry has become.

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Stuart Fieldhouse

Stuart Fieldhouse has spent over 20 years in journalism and financial communications, including six years as a wealth management correspondent for the Financial Times group, covering capital markets and international private banking, and as an investment banking correspondent for Euromoney in Hong Kong.

Stuart has worked as head of content at CMC Markets, supporting the re-launch of its global financial spread betting and CFD trading platforms. He is also the author of two books on trading, published by Financial Times Pearson. Stuart continues to work with hedge funds, private banks, stock exchanges and other financial institutions on their communications, data and marketing requirements.

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