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Elm Partners Launches Robo Portfolio SolutionLONDON, Dec. 1, 2015 /PRNewswire/ -- Elm Partners today announced the launch of its online Robo portfolio based on their Active Index Investing® strategy. Photo - http://photos.prnewswire.com/prnh/20151130/291627 Elm, founded by Victor Haghani in 2011, aims to change the way people think about investing and provides a long-only, globally diversified, tax and cost efficient portfolio solution. Elm offers a systematic dynamic asset allocation approach, as well as some of the lowest management fees in the industry at 0.12% per annum. Accounts are available online via elmfunds.com/invest and are held in Separately Managed Accounts at Fidelity. "We're able to maintain such low fees due to the inherent scalability of our technology and investment strategy." says CEO With $400 million of firm assets under management this positions Elm as one of the largest independents in the Robo space, coming in behind Wealthfront and Betterment. However Elm seeks to address an area of the market that Robos have not particularly focused on: High Net Worth individuals. Portfolio Manager, Samantha McBride says, "Many high net worth individuals feel uncomfortable with a static investment policy, and prefer their portfolios to have the ability to respond to changing market conditions, which is the foundation of our Active Index Investing® approach." Key Facts
For more information please visit elmfunds.com
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/elm-partners-launches-robo-portfolio-solution-300185754.html SOURCE Elm Partners |