Wealth Managers
Provide clarity to clients on macro cross-currents and build competitive macro-aware model portfolios. Qi’s core vision is to make macro manageable and familiar for investors
Remove blind spots
We do the work so wealth management teams can protect AUM from macro shocks such as inflation, growth expectations, and credit conditions. Track and pinpoint envi- ronmental risks to model portfolios and investor portfolios across asset classes
Add value. Raise AUM
Identify portfolio drivers that others miss.
> Access productivity tools to share and interpret the macro environment and impacts on your portfolios.
> Focus on your AUM, whilst we will solve for macro.
> Access productivity tools to share and interpret the macro environment and impacts on your portfolios.
> Focus on your AUM, whilst we will solve for macro.
Monetise Qi data
> Serve millennials $s via new tech
> Optimise portfolio weightings
> Stress test investment ideas
> Capture dynamic regime changes
> Identify key drivers
> Measure vulnerabilities
> Optimise portfolio weightings
> Stress test investment ideas
> Capture dynamic regime changes
> Identify key drivers
> Measure vulnerabilities
Protecting your AUM
Give clients added value and help generate more AUM with essential insights and analysis
Ideal solution:
> Macro Models
Ideal solution:
> Macro Models
