newclaim_cut

QAP Analytic Solutions GmbH is a Consultancy with Focus on Financial Market Topics. We combine Expertise in Asset Management with internal IT Capabilities.
Study on ETFs, Mutual Funds, Robo Advisory & Regulation

By the end of 2016, we surveyed German wealth managers on ETFs and mutual funds (UCITS). A major part of the conversations focused on challenges the wealth managers are facing on their sales side. Plans to reach clients and potentials over online channels and how Robo Advisory could be part of a solution, were among the topics covered.

We found that wealth managers who invest with ETFs can be separated into two groups that differ by how they select and trade ETFs, among other things. For one group, the substitution of mutual funds by ETFs seems to have reached a level of saturation while the other group focuses on ETFs nearly exclusively.

Executive Summary (English)
cover etf studie

Case Studies on FinTech & Digitalization
diversifikator
Pressure on margins, regulation and the demand from clients for transparent online portfolios are the major topics, wealth managers and other financial intermediaries are forced to deal with. Standardization and automation of processes, even of individually tailored portfolios can be part of a solution. For and together with a wealth manager we have developed a digital growth strategy and a pricing model that minimizes cannibalization. The solution supports growth in assets and client base while at the same time allows for price discrimination.    Download Case Study
QAP advises Diversifikator on quantitative analysis, ETF selection, and the realization of the website and tools. Diversifikator GmbH offers transparent portfolios for „skeptical“ advisors and investors. Founded in 2016 by Prof. Dr. Dirk Söhnholz, the „FinTech“ company provides diversified, forecast-free portfolios on its website www.diversifikator.com. Target groups are financial intermediaries (B2B) as well as private clients (B2C). For the website users, “Test-it-Yourself”-Tools show appropriate portfolio allocations and scenarios in an easy, fast and intuitive way.     Download Case Study

Fund-Analytics.com


Collecting Data On All Investment Strategies.
 

With Fund-Analytics.com we built a service to collect data and information on investment strategies implemented within funds, ETFs, managed accounts, and on those strategies that have only been simulated/backtested. All asset classes and all strategy and vehicle features are accepted.

We utilize the data – together with our analytical tools – to offer relevant information to our buyside clients (wealth managers, private banks, family offices, endowments, and other institutionals).

Asset Managers and Strategy Developers: Send us your monthly distributions, ad hoc information, presentation, questionnaire, and any other material on your fund or investment strategy to data@fund-analytics.com