Mario Alves stellte vor, warum die digitale VV die Geldanlage der Zukunft wird. Und warum es dazu der richtigen Technologie bedarf.
Wenn Sie mehr wissen wollen kontaktieren Sie Ihn bei LinkedIn.
2. About aixigo
university spinoff
portfolio management and technology
background
15 years of FinTech R&D
first mover in risk-profiling and high
performance portfolio management
customers are major retail and private
banks in GER/A/CH/LUX
co-founder of investify, a new digital wealth
manager for Europe
Aachen
3. The future of investment
Artificial
Intelligence
Portfolio Management
for everybody
New digital services for
Wealth Customers
2.000.000
Clients
millions
daily calculations
200 ms
Total Response
5. Portfolio Management
means managing portfolios in accordance with mandates
given by clients on a discretionary client-by-client basis where
such portfolios include one or more financial instruments
MiFID2
7. Responsibility - Digitalized
1:1 customization
mass market capability
low marginal cost per customer
great usability and experience
all digital channels
all personal channels
and branch-integrated
exciting.effective.evolutionary.
11. Industry
goes Portfolio Management
Disruptors are merely all
„portfolio management“ offers
Incumbents are investing
heavily in
Digital Portfolio Management
Branch organizations are
„thirsty“ for branchable
products
12. “They” will love Portfolio Management
self service –just for finance nerds
investment advice feels …
interrogative
paperwork
Pro „sells“ – Amateur „decides“
Portfolio Management feels „right“
Pro takes responsibility
Easy decision
High transparency and flexibility
15. Check all positions and
portfolios daily, detect
breaches, rebalance
(sell + buy) them and
handle all the data.
100.000 customer
transactions
on any day in
very short time
100.000 customer
transactions
on any day in
very short time
17. Blasting performance
Analysis
average
portfolio*
very large
portfolio*
Portfolio Overview 3 ms 155 ms
Portfolio Attribution 3 ms 240 ms
Portfolio Growth 3 ms 128 ms
Cash Flow 3 ms 35 ms
Security Proportion 2 ms 58 ms
*average portfolio: 10 positions, 50 transactions
very large portfolio: 4.000 positions, 35.000 transactions
time between request and result delivery
>1 Million Customers, with a throughput of appx. 3000 customers per
second, real life portfolios with all sorts of complexities (corporate actions,
etc.)
18. and everything you need
Analytics Risk Asset Management Monitoring
Rebalancing Order Management Customer Management Reporting
19. to build your Digital Portfolio Management .. or else