Recreating the Experience for Investment Decisions
Traditional representation and investment strategies do not reflect the new generation of investors. With thematic investing gaining in popularity and replacing traditional asset allocations, the market calls for a solution that is more engaging than click and point investing. A solution that also focuses on the investor’s core life values. The days of looking at charts and making decisions based on trend lines and volume bars are numbered. The time has come for a more immersive investing experience that moves beyond keyboard and mouse. Asset, portfolio and fund managers often resort to a cookie-cutter approach when addressing themes such as environmental, social and corporate governance.
How can we integrate reference data, corporate action data, pricing, compliance, regulations and news - creatively utilize data analytics and data visualization techniques coupled with the usage of collaborative filtering, AI, machine learning - to craft portfolios for the new generation of investors?