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2017 Project Kairos Startup Exhibitors
Active investment is fundamentally motivated by investor’s views, trading ideas or opinions. However, there exists no tool today that allows investors to directly input views and opinions in order to scientifically construct a portfolio. Based on decade-long rigorous Industry research, Lattice has created the 1st view-driven portfolio optimiser, called EPD. It simplifies the complex portfolio selection problem into a couple of steps of view expressions, and constructs a portfolio that fully reflects investor’s real investment intentions in one click. EPD has proven to be more efficient in translating views into a portfolio than Traditional Optimisers.
Lattice EPD has been winning large institutional clients in Europe, Israel and Asia; and is proud to be recognized with some major FinTech Awards, including UKTI 2015 Grand, Hong Kong ICT 2016 Gold, FinTech50 (UK) 2016 HotTen, and Accenture 2016 Finalist.
In addition to professional solutions, we are meanwhile developing World’s first View-Driven Robotic Advisory / Digital Wealth Management Solutions. Existing Robo Advisors are very simplistic and rigid in their approach and thus less enticing for more sophisticated investors. Our solution allows investors to further tactically incorporate investor opinions to navigate the Market. This is expected to attract new categories of investors, including financial advisors who need an efficient platform to express their views efficiently across various asset classes, regions, countries, sectors, industries, factors and customised factors. Lattice View-Driven Robo Advisor is ideal to support such endeavours.