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Hi Samuel, I think it's commendable that you find your calling in financial wellness & even highlight "retirement adequacy & the global pension shortfall" as your challenge to tackle. Curious to know how you will actualize this lofty ideal and the key performance indicators you will use to see whether you are on the right track and fulfilling your life purpose? Thanks in advance!
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Samuel Rhee
28 Aug 2020
Chief Investment Officer at Endowus
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Hi Kai Le,
Thank you for your kind words! The algorithm based retirement solution will require more personal inputs from the clients, so it will be a robust solution based on each individuals risk apetite and personal circumstances.
The KPI we will be looking at will be the probability of hitting the individual's retirement goals, based on monte carlo simulations. Please keep a look out to our new solution!