Helping Advisors Streamline Their ESG Investment Process
Putting the Investor First
The transparency of ETFs helps develop trust and ensures more investors know which assets are in their portfolios.
As an Advisor, leveraging the trusted ETF brands from the likes of iShares, Vanguard, Lyxor, db x-Trackers, SPDR, Amundi,
UBS, Wisdom Tree, ETF Securities, HSBC, PowerShares, Source, Ossiam, First Trust ... makes sense.
Leverage Rules-Based Investing
At Twenty20, when constructing model portfolios, we favour a rules-based approach where the investment decisions are based on market data and macro-economic indicators.
Minimizing one's behavioural biases is the best way to remove the emotion from the process of investment decisions.
Empowering Your Business
Are you looking to modernise your business or seeking for new ways to take it to the next level? Equally you might simply be looking to free up more time to spend with your clients.
For those Financial Advisors looking to sell their business, automating the investment process is a great way to make it more attractive to potential buyers
ESG Model Portfolios & Passive Investing Research
Smart TV for Smart Beta Investors