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FUNDMAN.AI is the first-ever InvestTech platform empowering individual investors to manage their own portfolio professionally.  We distilled Nobel-winning finance principles into a 5-step mobile-first UX to help investors find diversified stock/fund ideas and optimize their portfolio for best risk-adjusted return.

Our patent-pending idea generator is the only platform that takes investors’ existing investments into consideration when making recommendations, using both factor and diversification scores to rate investment ideas.  This is a key differentiator from all the me-too ‘robo-advisors’ in the market.

Wealth management businesses can use this platform to provide an elevated client experience to increase engagement and generate client-specific ideas through a visual marketing tool to boost product sales. Financial institutions simply love this revolutionary product marketing tool!

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In Action

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Proven Investment Principles Pioneered by Nobel Laureates

The Modern Portfolio Theory, Capital Asset Pricing Model, Option Pricing Theory and Factor Models are all core components of the FUNDMAN.AI Analytics Engine.  These theories were developed by various renowned Nobel Prize laureates in Economics.

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Effective Customer Acquisition and Product Recommendation

Partnering with financial institutions including brokerages, financial advisers and mutual fund houses, the platform offers its relationship channels an advanced analytic tool to attract and engage customers. For fund companies, it is an effective demonstration of why their products uniquely fit customers’ needs.

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Clearly Differentiated, Blue Ocean Opportunity

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Powered by Winning Team of Experienced Portfolio Managers

Hong Kong Economic Journal
November 27, 2017

Home-Grown AI Investment Fund Overcomes Human Weaknesses
Robot Fund Manager Repeatedly Reiterates “Risk-On” to Take Full Advantage of Rally

Artificial intelligence (AI) is competing with humans for numerous lines of work, with fund managers being particularly at risk.  The world’s largest asset management company, BlackRock, is adopting AI and big data for investing; Man Group, a major hedge fund in the UK, had started training a robot five years ago and began trading in 2014 to generate a 15% annual return since.  In Hong Kong, two fund managers left the traditional asset management industry to develop an AI-assisted quantitative algorithm.  Riding the recent market rally, the fund generated a respectable return in the few months since it started investing.

FinTech Awards Winner in Wealth & Investment Management

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