Robo-Advisors

LeapFrog Elevates Startup Morale in Emerging Markets With $700 Million Fund

Australian private equity firm LeapFrog Investment raised $700 million for a new fund aimed at improving “the startup ecosystem” in financial services and healthcare in Asia and Africa. The fund, with a lead investment from New Jersey-based Prudential Financial, takes LeapFrog’s total commitments to $1.6...

Q&A with Stephanie Rupp: “Everybody’s scrambling to have an ESG portfolio”

Strategic Investors: Profiles of investors with strategies to consider. Impact investing doesn’t mean settling for lower profits. Veteran impact investor Stephanie Rupp discussed the importance of authenticity in impact investment with Karma Network and how it can enhance financial performance. Ms. Rupp, former head of impact...

Impact Investing Gets More Cred with Blackstone’s New Platform

On Our Radar: Deals we are paying attention to, for their impact on industry. Blackstone launched an impact investing platform this week, signaling that major investors are becoming more active and seeing competitive returns in the social impact sector. The platform will focus on health and...

Jeffrey Gitterman: Why ESG is the “GPS of investing”

Strategic Investors: Profiles of investors with strategies to consider. Finance is a humming factory of confusing terminology, as anyone old enough to remember the damage done by SIVs and RMBSs did to the global economy in 2008-2009 can attest. While “special investment vehicles” and “residential...

Magda Wierzycka: “Robo-advisors will never replace the real financial advisors”

Strategic Investors: Profiles of investors with strategies to consider. Magda Wierzycka, CEO of South African asset manager Sygnia Group, commands a rapt audience in her home market, across sub-Saharan Africa and in markets worldwide. After a childhood spent in an Austrian camp for refugees from...

Scott Moss: The Legal Perspective — An Eventful Year Ahead for Robo-Advisors

Perspectives: Opinions from our network of advisors, investors, operators and analysts on the risks and opportunities they see. The extent to which robo-advisory is either a boon or threat to the traditional wealth management industry has been a major question on the minds of financial...

Leaked Memo Outlines Major Personnel Shifts at BlackRock

On Our Radar: Deals we are paying attention to for their impact on industry. An internal memo obtained by several major media outlets today revealed that BlackRock Inc. is undergoing its largest organizational restructuring in a decade. The overhaul includes new leaders in BlackRock’s alternatives investment...

Jake Barnett on ESG Strategies: “It’s about…constructing a portfolio with the impact thesis of the client.”

Strategic Investors: Profiles of investors with strategies to consider. The popularity of ESG (Environmental, Social, and Governance) strategies has been one of the hallmarks of impact investment in the last 10 years. Once seen as little more than warmed-over philanthropy, ESG is now viewed as...

Ekta and Sanjit Singh Dang: “For most corporations it is not easy to just create a new venture capital fund.”

Strategic Investors: Profiles of investors with strategies to consider. Sanjit Singh Dang and Ekta Dang, the founders of Santa Clara-based U First Capital, bring innovative technology companies, high-performing mentors and venture capitalists together in their Silicon Valley firm. Ekta Dang, who serves as the CEO, is a...

Asia Dominates the Ultra-High Net Worth World

KEY TAKEAWAYS Asia is shaping up to be the largest ultra-high net worth growth opportunity. Seven of the top 10 countries with the fastest growth of super-rich populations are in the continent, and Hong Kong recently overtook New York as the world’s largest ultra-high...

High Net Worth Investors Should Be a Robo-Advisor Focus

KEY TAKEAWAYS The scalability of robo-advisors has allowed the market to experience strong growth over the past decade. Though robo-advisors opened up the low-dollar end of the market, the largest opportunity in the robo-advisor market is actually with the ultra-wealthy population, which is smaller...

Why Are Millennials Heavily Adopting Robo-Advisors?

KEY TAKEAWAYS The rise of independent robo-advisors that rely on a a combination of passive investment strategies, algorithmic risk assessment and low fees has shaken up the wealth management business. The large incumbents in the space have taken note and responded by launching Robo-advisory...

The Bottom Line: Robo-Advisors

KEY TAKEAWAYS The rise of independent robo-advisors that rely on a a combination of passive investment strategies, algorithmic risk assessment and low fees has shaken up the wealth management business. The large incumbents in the space have taken note and responded by launching Robo-advisory...

Adding Heart to Robo-Advisors

KEY TAKEAWAYS The rise of independent robo-advisors that rely on a a combination of passive investment strategies, algorithmic risk assessment and low fees has shaken up the wealth management business. The large incumbents in the space have taken note and responded by launching Robo-advisory...

Anthony Scaramucci on Taming Your Primordial Instincts

KEY TAKEAWAYS DLT could radically transform economies and societies, provided crypto bubbles and ICO scams don’t undermine mass uptake of DLT disruptive technologies. Talk of regulating crypto markets is on the rise, but DLT platforms like blockchain were designed to undermine the concentration of...

How Measurement Brings Structure to Impact Investing

KEY TAKEAWAYS Impact investing is growing in popularity and a growing body of evidence suggests that the sector can deliver strong financial and social returns. The impact sector lacks universally accepted definitions, criteria and models to help investors achieve their optimal mix of double-bottom...

Legacy Institutions Are Lagging in Impact Investing Solutions

KEY TAKEAWAYS Impact investing is growing in popularity and a growing body of evidence suggests that the sector can deliver strong financial and social returns. The impact sector lacks universally accepted definitions, criteria and models to help investors achieve their optimal mix of double-bottom...

Overcoming Behavioral Bias to Create Opportunity

KEY TAKEAWAYS DLT could radically transform economies and societies, provided crypto bubbles and ICO scams don’t undermine mass uptake of DLT disruptive technologies. Talk of regulating crypto markets is on the rise, but DLT platforms like blockchain were designed to undermine the concentration of...

Artificial Intelligence Can’t Fully Replace Human Judgment

KEY TAKEAWAYS DLT could radically transform economies and societies, provided crypto bubbles and ICO scams don’t undermine mass uptake of DLT disruptive technologies. Talk of regulating crypto markets is on the rise, but DLT platforms like blockchain were designed to undermine the concentration of...

Impact Investing as a Gateway for Multilayer Opportunities

KEY TAKEAWAYS Impact investing is growing in popularity and a growing body of evidence suggests that the sector can deliver strong financial and social returns. The impact sector lacks universally accepted definitions, criteria and models to help investors achieve their optimal mix of double-bottom...

Investors Don’t Have To Settle for Lower Returns for Higher Impact

KEY TAKEAWAYS Impact investing is growing in popularity and a growing body of evidence suggests that the sector can deliver strong financial and social returns. The impact sector lacks universally accepted definitions, criteria and models to help investors achieve their optimal mix of double-bottom...

Managing Your Portfolio to See the Highest Impact

KEY TAKEAWAYS Impact investing is growing in popularity and a growing body of evidence suggests that the sector can deliver strong financial and social returns. The impact sector lacks universally accepted definitions, criteria and models to help investors achieve their optimal mix of double-bottom...

Why Irrationality Can Stimulate Outsized Returns

KEY TAKEAWAYS Retailers are using AR to unlock the organic influencing power of end consumers. AR can help brands minimize traditional and emerging risks associated with influencer marketing campaigns. When brands create AR experiences people want to share socially, they potentially turn end consumers...

The Neuroscience Behind Investing

KEY TAKEAWAYS DLT could radically transform economies and societies, provided crypto bubbles and ICO scams don’t undermine mass uptake of DLT disruptive technologies. Talk of regulating crypto markets is on the rise, but DLT platforms like blockchain were designed to undermine the concentration of...

African Robo-Advisors Could Stimulate an Investor Boom

KEY TAKEAWAYS As incumbent banks and insurance companies struggle to compete using legacy IT systems and infrastructure, disruptive new banking and financial services platforms are taking market share. Global fintech investment in 2017 remains historically strong, matching the $31B invested in 2016. European regulators...
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