KUALA LUMPUR, 12 May 2020 – UOB Asset Management (Malaysia) Berhad (UOBAM (Malaysia)) has launched UOBAM Invest, a robo-advisory service that provides customised investment portfolios online to help companies meet their investment goals.
Corporate investors have convenient online access to their portfolios, enabling them to keep on top of matters as COVID-19-related market volatility continues.
UOBAM Invest underscores the company’s commitment to making investing simpler, smarter and safer through technology.
UOBAM Invest offers corporate investors the Digital Adviser portfolio planner, which can be used to generate automatically customised portfolio proposals, ranging from very conservative to very aggressive.
Ms Lim Suet Ling, Chief Executive Officer, UOBAM (Malaysia), said UOBAM Invest capitalises on UOB Asset Management’s strong investment expertise to offer customised portfolios that aim to help corporate investors optimise their investment strategies amid periods of heightened volatility.
She mentioned that economic shocks such as the COVID-19 pandemic highlight the importance of a risk-based approach to investing to help corporate investors limit the impact of short-term risk while meeting their long-term investment goals.
With UOBAM Invest, the clients can receive within minutes customised investment portfolios generated through their proprietary screening methodology and asset allocation framework based on their risk appetite and goals.
She also added that the customised portfolios are created from a wide range of UOBAM-managed funds and global exchange-traded funds (ETFs).
UOBAM Invest’s Digital Adviser portfolio planner also features an optimisation algorithm to project success probabilities, helping corporate investors decide if they require portfolio adjustments according to their desired returns and risk appetite.
After confirming the portfolio’s allocation, corporate investors can then leave it to UOBAM (Malaysia) to monitor the investments as well as to rebalance the portfolio quarterly and whenever funds are injected or withdrawn.
Corporate investors who prefer to make their own investment decisions can use UOBAM Invest’s Fund Direct to build their own portfolio from a list of UOBAM’s unit trusts. They will be able to manage their investments independently and to buy or to sell as and when they require.
Ms Lim said that through its secure, online portal, UOBAM Invest provides corporate investors with historical data and insights, professional investment guidance and round-the-clock access to our portfolio solutions, enabling them to monitor and to manage their investments in real time.
Visit their website to get more information about the investment platform.
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