Robo offers white-label version for advisers

InvestmentPOD says it provides dynamic strategies at robo prices

Apr 20, 2017 @ 10:48 am

By InvestmentNews

+ Zoom

InvestmentPOD, a Washington, D.C.,-based robo advice provider for advisers, has launched a white-labeled version of its multi-strategy product that RIAs can offer to clients as their own.

InvestmentPOD for Advisors, as the service is known, is a multi-strategy and multi-asset-class approach to algorithmic advice, the company said in a release.

Unlike other robo platforms that provide passive, long-only approaches, InvestmentPOD's algorithms are designed to deliver alternative, hedge-fund-like strategies through low-cost exchange-traded funds, the company said.

"Passive, buy-and-hold strategies have resulted in significant losses over market cycles," said Jacqueline Ko Matthews, CEO and co-founder of InvestmentPOD. "Research shows that combining opportunistic and defensive strategies to complement a passive portfolio generates equal or higher returns with less risk."

The company did not disclose pricing.

0
Comments

What do you think?

View comments

Recommended for you

Sponsored financial news

Featured video

Events

3 themes shaping your business now

If there are three overriding themes for advisers right now its succession planning, acquisition and hiring millennials. Financial adviser James Loftin discusses how his firm is tackling all three.

Video Spotlight

The Search for Income

Sponsored by PGIM Investments

Recommended Video

Path to growth

Latest news & opinion

T. Rowe Price steps up its game to serve financial advisers

The Baltimore-based mutual fund giant is more aggressively targeting financial advisers with a beefed-up wholesale crew and placement on custodial platforms.

The most important tax changes for 2018

The Internal Revenue Service issued inflation adjustments to more than 50 tax provisions for 2018.

Shift to Roth 401(k)s 'highly likely' part of tax reform: former Treasury official Mark Iwry

Mandated contributions to Roth accounts would likely only be partial, as opposed to having a full repeal of pre-tax accounts.

E*Trade acquiring custodian Trust Company of America

Discount broker buying second-tier custodian for $275 million.

Another thousand Dow points higher, and investors yawn

Market milestones keep falling like dominoes, with 51 records broken so far this year.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print