apidays Singapore 2023 - Building a digital-first investment management model, Scott Treloar, Noviscient

apidays Singapore 2023 - Resilience to adaptability through digitisation
April 12 & 13, 2023

Building a digital-first investment management model
Scott Treloar, CEO at Noviscient

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Transcript

1. Noviscient April 2023 Building a digital-first investment management model.
2. 2 In a low yield world, investors are looking for excess returns or alpha. However, identifying and managing a portfolio of these funds is difficult. The Challenge
3. Our Approach 3
4. 4 The Benefits • Better investment performance from access to strategies from high-quality managers. • Improved safety as customer capital never leaves the platform. • Alignment of interests using performance-only fee structures. • Full transparency of invested capital at any time. • Customization of investment solutions to precisely meet customer needs.
5. 5 The Technology
6. 6 Rules Engine links Noviscient’s regulatory obligations directly to its operating processes. This allows Noviscient to be affirmatively and continuously compliant.
7. 7 Decision Engine a machine learning approach for implementing decision-policies that will allow the firm to handle multiple returns and multiple investment solutions at minimal cost.
8. 8 Customization Engine leverages the other three components to offer dynamic investment solutions that are increasingly precise in meeting customer requirements
9. 9 The future of the industry Putting customers first by creating custom solutions that precisely meet their investment goals.
10. Questions? Scott Treloar Noviscient Pte Ltd https://www.noviscient.com +65 8168 5951 scott.treloar@noviscient.com
11. 11 FundBox.ai Portal