Dr. Yanguang Yuan, or YY, is an expert in the field of geoscience and engineering, and wanted to see the same level of detail and logic in his investment plan as he put into his work.
YY had a number of goals for his portfolio, but he didn't have much time to manage it or track his progress. What he needed was not only a strong portfolio, but also a decision-making process that he could rely on to be consistent and accurate, in the same way he trusts the processes he uses every day.
We set up a global ETF portfolio as well as 4 distinct quantitative models, each designed for different objectives for growth and income. With our annual fees and a discretionary management style, we could make as many transactions as necessary without YY having to incur additional costs or take the time to approve them each time.
After sitting down with YY to discuss the individual criteria for investment decisions, we implemented the investments that would put YY on track and the procedures that now save him the time and trouble of day-to-day portfolio management.