Why Hong Kong based ifundtrust, Your choice of china bond robo advisor? Based in HK, Diverse, Resilient & Dynamic Fintech Hub Over 600 fintech companies & start-ups in the city 8 unicorn companies (valued over US$1bn, e.g. Airwallex, TNG, WeLab) 3 HK based fintech listed in KPMG FinTech 100. Among highest consumer fintech adoption rates […]
Tag: robo-advisor
robo-advisor
COMMON ROBO-ADVISOR FEATURES: Portfolio management Allocate funds to risky & risk-free securities in line with investors’ preferences Monitor economic conditions Re-balance portfolio by adjusting the weights of risky & risk-free securities. Automated Tax-loss harvesting Selling securities at loss for saving on capital gains tax, avoiding taxes on that income. In parallel, investing in similar securities, […]