facebookFor each of the speakers, what is one feature of your respective product/service that sets you apart from the others? - Seedly

Anonymous

07 May 2019

Robo-Advisors

For each of the speakers, what is one feature of your respective product/service that sets you apart from the others?

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Tai Zhi

07 May 2019

Chief Investment Officer at Autowealth

Investment Strategy

AutoWealth adopts a market returns investment approach unlike many robo advisors which adopt an active discretionary investment approach. This means whilst others attempt to time markets and switch allocations, AutoWealth prefers to stay discipline and emphasize on asset allocation and diversification to manage risk and generate superior returns.

Our investment performance is updated at the close of every quarter and we publish this on our website https://www.autowealth.sg/strategy.php

Whilst we remain confident we can continue to deliver superior investment results, we note that other roboadvisors have not been as transparent as we are in publishing their investment performance.

Safeguards

Every client's assets and monies are held in personal segregated custody account in client's own legal name and for his/her legal ownership at our independent partnering custodian. Unlike other roboadvisors, you will not share units of ETFs, nor have unclear ownership. We believe this safeguard is important as its your hard earned savings and wealth.

Chuin Ting Weber

06 May 2019

CEO and CIO at MoneyOwl

Hi Anonymous, this is Chuin Ting from MoneyOwl.

The uniqueness of MoneyOwl's service is a reflection of who we are behind what you see -- in many senses, we are actually not an investment robo (even though we have a robo - 3 robos, in fact) and not a pure start-up (we aren't VC or entrepreneur funded).

Rather, MoneyOwl is anchored in comprehensive and bionic advice that understands ordinary Singaporeans' needs -- made possible by the combination of expertise and mission that we have inherited from our two corporate parents.

On being comprehensive, we already have our insurance and will writing services (which include insurance and roboadvisors ready) and right now we are working on a 4th comprehensive module that will encompass CPF LIFE as the bedrock of retirement planning, to be rolled out in the next few months. Currently CPF is often seen mainly as a source of funding for investments, but CPF LIFE is so much more than that. You need to see your investing plan as part of your overall financial plan, to see the trade-offs, layers and buffers in a way that integrates CPF, as well as protection and other aspects. Among our team are experts that have built CPF calculators, been on CPF Advisory Panel, and know CPF, both policy and operations. Our one parent, Providend, is one of the earliest comprehensive financial advisors in Singapore.

Just as importantly, being bionic we have the human element -- not just customer service persons, but a substantial team of advisors who can do the whole gambit of financial planning with you, including but not limited to investments, to integrate everything together when your dollar is limited. And stretching the dollar for the ordinary Singaporean is what our majority parent, the NTUC social enterprises group, has been doing for decades.

Looking forward to our session tomorrow!

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