Yuanta ETF AI investment platform
Yuanta Securities Investment Trust Co., Ltd.
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Yuanta Securities Investment Trust
Co., Ltd. (Yuanta SITC) is the industry
leader who provides public and
private funds, ETF, discretionary
portfolios and investment consulting,
covering assets from equities,
commodities, fixed income to FX.
Yuanta launched the first ETF in
Taiwan in 2003, first REITs in 2006,
ETF cross-listing in 2009 and first
leveraged & inverse ETF in 2014. In
developing the next generation of
the ETF market, the company has
combined artificial intelligence (AI),
machine learning and quantitative
modelling with investment, and
has already constructed an ETF
AI investment platform. This has
provided ETF multi-strategies and
intelligent portfolios suggestion for
retirement, children’s education funds,
absolute return strategy and so on,
for investors to fulfil their investment
needs. Yuanta ETF AI investment
platform provides a comprehensive
investment suggestion through
analyzing investors’ risk appetite
trading behavior. Main functions
include 4X4 investment strategies
(equities, fixed income, leveraged/
inverse and smart beta); Intelligent
portfolio; ETF advance data base and
ETF educational material.
Yuanta SITC offers a novel approach
to help investors simplify the way
to manage their assets. “Yuanta Mr.
Fund” integrates the portfolios of
mutual funds and ETFs, investment
information and personal assets
management function in one
application. It is not only the first
application in Taiwan that gives
investors a new user experience on
trading funds, but the only application
that provides investors with the
service of inquiring their records
of ETFs’ dividend which cannot be
provided by any bank or securities.
Yuanta SITC has issued series of
funds and ETFs in the market. When
it comes to FinTech, Yuanta SITC have
been striving for keeping as a leader.
Highlights
- Adding AI and Automation to investment process: This platform’s investment decision process embedded AI and Automation which includes machine learning and deep learning algorithm.
- Emphasis on “Portfolio optimization and Retirement investment”: Yuanta ETF AI investment platform will take investors’ investment objective and risk appetite into consideration and adjust as investors’ investment target and age changes.
- Embedding Machine Learning to KYC process ensuring accuracy: Clients are categorized through K-means algorithm while utilizing algorithm such as SVM and decision tree to determine investment behavior and risk acceptance level.
- State-of-the-Art ETF data base: This platform provides macro, market indicators and compiled ETF data base for investors.
- Investors Education: Yuanta SITC provides massive educational material on ETF through digital format, stating characteristic and risk for investors’ education.
- Robo-advisor: This Platform provides a total solution including mid to long term retirement plan, short to midterm trading strategies. This is the only platform in Taiwan that offers “absolute return” portfolio by adding leveraged & inverse ETF, allowing investors to multiple hedge and inverse return opportunities.
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