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Okuri Ventures & Tetuan Valley - Menciones en medios Abr2011
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Portugueses estão entre os principais clientes da primeira gestora robótica de patrimónios. Mas os investidores nacionais são mais conservadores do que no resto da Europa. Portugueses já confiam num robot para gerir o seu dinheiro Bloomberg Ler mais tarde Imprimir Negócios jng@negocios.pt 14 de dezembro de 2017 às 12:39 A ETFmatic, a primeira gestora robótica de patrimónios a operar em Portugal, tem clientes em 32 países, entre os quais as maiores economias do mundo como Alemanha, França, Reino Unido, Espanha e Finlândia, mesmo assim o nosso país é um dos seus cinco melhores clientes, revela hoje o Observador. Há quase uma década que os gestores-robot são uma realidade nos Estados Unidos, país onde já administram mais de 45 mil milhões de euros. Mas na Europa o caminho tem sido mais lento, e em Portugal a ETFmatic é aliás a única empresa a usar este modelo de gestão de património – em que o dinheiro dos clientes é investido automaticamente através de algoritmos - e começou o operar há apenas um ano e meio. "Portugal é agora um dos cinco principais mercados" da ETFmatic, "definitivamente, não estávamos à espera", revela o empreendedor espanhol que fundou a ETFmatic, em Londres, Luís Rivera. O gestor não revela números, mas avança com uma explicação para o sucesso em Portugal: "Muito do nosso crescimento está a vir de países onde os emitentes de fundos cotados não investiram no desenvolvimento, [logo] a nossa oferta é mais disruptiva." Na mesma entrevista ao Observador, o fundador da ETFmatic conta que os investidores nacionais são mais conservadores do que no resto da Europa. A carteira mais comum entre os portugueses tem 40% aplicado no mercado accionista e 60% em fundos de obrigações, revela Luís Rivera. Ao nível europeu, a carteira mais popular tem 80% exposta a acções e 20% a obrigações, de acordo com as estatísticas mais recentes da companhia londrina. Isto acontece "apesar de [os portugueses] serem ligeiramente mais novos", com 32 anos, afirma Luís Rivera.
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ETFmatic, a provider of exchange traded funds (ETFs) has announced a reduction in its fees. The annual management fee on its range of passive portfolios of less than £25,000 will be 0.48 per cent, a reduction of 0.02 per cent. For portfolios of greater than £25,000, the annual management fee drops to 0.29 per cent, from the previous 0.30 per cent. When admin and tax costs are added, this takes the total expense ratio of the portfolios will be 0.60 per cent for the portfolio below £25,000, and 0.45 per cent for those above, according to the company.
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A pan-European robo-advice firm is hoping to hook in the next generation of investors with a zero management fee for under 18s. ETFmatic, which operates in the UK and 31 other European countries, began offering the service in October. Nations hit the hardest by the financial crisis, such as Spain and Ireland, have provided the most clients, the firm said. Product director Johann Bornman said: ‘Time and compound interest are incredible allies in achieving your financial goals. A simple way to ensure the highest possible rate of compound (return), for the level of risk you are willing to take, is to keep your costs as low as possible. ‘Paying high fees might send your banker’s kids to nice schools, but severely impacts where your children will call their alma mater.’ ETFmatic also recently removed management fees for women for a limited period, in a bid to close the gender gap among its clients.
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Women who open and fund an account with ETFmatic will not pay investment management fees for six months. The robo-investor’s campaign is designed to throw light on the investment gender gap, which typically sees men in a better position to invest than women who are more likely to take career breaks or a cut in hours to raise their children. The ability for women to invest may also be hampered by the 18.6 per cent salary difference for all types of employment and 9.4 per cent for full-timers. While the gender pay gap is closing Deloitte estimates it will only slam shut in 2069, if the current trend perseveres. Attitude to risk is a further factor that adds to the differences between men and women. Several studies have found women are more likely to put money into savings accounts, rather than invest. ETFmatic concludes this indicates a lower tolerance for investment risk, which needs to be addressed if women are to achieve long-term financial goals. Stefanie zu Dohna, client and operations director at ETFmatic, said: “At ETFmatic 10 per cent of our clients are female. The average age of our customers is 34 years. This is an age where lots of people settle down and start seriously thinking about their investments for the future. "But this is also an age where many women are likely to be taking time out of full time work to raise children and earnings may decline - any savings put to one side on a regular basis need to work harder to meet long term financial goals. “For the next month any woman that opens and funds an account with ETFmatic will have zero investment management fees for six months. "We hope this helps plug any investment gaps, and encourages more women to use digital wealth management platforms as an alternative investment solution that’s quick, easy, transparent and secure.” Susan Hill, chartered financial planner at Susan Hill Financial Planning, said: “There is a need for women to take control of their finances. They like to have a plan and to work towards a goal, however they are more cautious than men, and take more time to consider their options. “I think male advisers don’t always help as they work differently to women and can come across as a little patronising. The solution is to get more female advisers out there and, of course, to ensure sound financial education starts at an early age, and is delivered with both genders in mind.”
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El robo-advisor ETFmatic, presente en 32 países El robo-advisor ETFmatic se convierte en la primera aplicación en estar presente en 32 países. Ofrece carteras diseñadas individualmente de acuerdo con la tolerancia y riesgo de cada inversor. JUEVES, 19 ENERO 2017IRENE DEL CAMPO No hay comentarios Desde que comenzó su andadura en junio de 2016, ETFmatic ha realizado una rápida expansión internacional que le ha llevado en tan solo seis meses a ofrecer sus servicios en España, Portugal, Bélgica, Irlanda, Suiza, Dinamarca, Letonia, Austria, Estonia, Países Bajos, Polonia, Bulgaria, Croacia, Chipre, República Checa, Finlandia, Francia, Alemania, Gibraltar, Grecia, Hungría, Islandia, Italia, Liechtenstein, Lituania, Luxemburgo, Malta, Noruega, Rumania, Eslovaquia, Eslovenia y Reino Unido. Luis Rivera, consejero delegado (CEO) de la compañía, destaca que ofrecen “más flexibilidad que otros robo-advisors ya que permite gestionar un portfolio único para cada cliente”. Asimismo, llama la atención en otras de las ventajas de ETFmatic que “ofrece costes menores que la banca tradicional, con fácil accesibilidad las 24 horas los 365 días del año a través del móvil y que permite la apertura de una cuenta de inversión en 32 países en tan solo cinco minutos. Los inversores continentales tienden a pagar tarifas más altas, por lo que encuentran en los robo-advisors a un gran aliado para minimizar costes mientras generan altas rentabilidades”, explica. Esta aplicación, continúa la firma en un comunicado, “se diferencia de los productos existentes en el mercado por configurar un portfolio personalizado y único para cada cliente en función de su perfil de inversor (conservador, medio o agresivo), su edad y sus ingresos, así como las metas financieras establecidas, y no en base a los intereses de aquellos que lo comercializan. De este modo, según los datos registrados el servidor establece de forma automática una cartera diversificada diseñada para cumplir los objetivos de rentabilidad marcados”. Además, continúa, se trata del primer robo-advisor que está disponible directamente desde el móvil sin necesidad de entrar en una página web, a través de una herramienta de gestión simple y ágil. Desde la aplicación, los clientes pueden abrir una cuenta de simulación con fondos virtuales ilimitados para comparar beneficios y tarifas con variantes tradicionales. Y la inversión mínima requerida es de 100 euros. Según asegura el CEO de ETFmatic, “todas estas ventajas son posibles gracias a que hemos desarrollado una completa regulación y tecnología que nos ha permitido eliminar intermediarios y ofrecer un servicio completo a coste inferior comparado con la competencia”.
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