Article

A Robo-Advisor for China: Asset Allocation in Alpha UMa

Posted June 27, 2017 in Business Technology & Digital Transformation Strategies, Data Analytics & Digital Technologies Cutter Business Technology Journal
Table 1 — Correlation matrix of asset classes.

There are 100 million retail investors in China. However, traditional financial advisors charge a lot, and not all investment advisors are trustworthy. For retail investors, it takes considerable time and knowledge to conduct portfolio management, and it is difficult for most retail investors to offset potential risks due to capital requirements in China. As a result, most of China’s retail investors are not able to gain secured returns in the country’s securities market.

About The Author
Jie Yang
Jie Yang is a Business System Analyst for the Wangfubao Project in State Street Technology (Zhejiang). Since 2010, Wangfubao has been dedicated to helping retail investors in China plan, save, and invest in the mutual fund market to reach their financial goals. Wangfubao tries to combine interactive visual analysis methods for high-dimensional time series data, collective intelligence of the investor community, and modern portfolio theory to… Read More
Hanxi Ye
Hanxi Ye is Business System Analyst for the Wangfubao Project in State Street Technology (Zhejiang). Since 2010, Wangfubao has been dedicated to helping retail investors in China plan, save, and invest in the mutual fund market to reach their financial goals. Wangfubao tries to combine interactive visual analysis methods for high-dimensional time series data, collective intelligence of the investor community, and modern portfolio theory to build… Read More
Yadan Wei
Yadan Wei is Business System Analyst for the Wangfubao Project in State Street Technology (Zhejiang). Since 2010, Wangfubao has been dedicated to helping retail investors in China plan, save, and invest in the mutual fund market to reach their financial goals. Wangfubao tries to combine interactive visual analysis methods for high-dimensional time series data, collective intelligence of the investor community, and modern portfolio theory to… Read More
Linqian Bao
Linqian Bao is Business System Analyst for the Wangfubao Project in State Street Technology (Zhejiang). Since 2010, Wangfubao has been dedicated to helping retail investors in China plan, save, and invest in the mutual fund market to reach their financial goals. Wangfubao tries to combine interactive visual analysis methods for high-dimensional time series data, collective intelligence of the investor community, and modern portfolio theory to… Read More
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