Quantfolio Blog / advisory

Incorporating sustainability assessment into the investment advisory process has been a complex strategic process for advisory firms. In our Sustainability Assessment in Investment Advisory webinar, hosted in collaboration with Storebrand …

So we are back from the Private Banking & Wealth Management Conference & Awards in Zurich, Switzerland. This was a yearly event covering all the leading developments in the industry …

Quantfolio is glad to announce the addition of Njord Kapitalforvaltning to our growing client portfolio. Njord is a financial advisor that gives their clients a comprehensive portfolio built up by …

Quantfolio is honored to announce the addition of Alfred Berg to our growing client portfolio. Alfred Berg is a Nordic asset manager specializing in Norwegian and Nordic equities and bonds …

We are very proud to be Eco-Lighthouse certified. We now have a verified evidence of our efforts to combat environmental issues, and a concrete tool to work continuously towards the …

(2-3 minutes read) Statistics Norway (SSB) is reporting record high saving rate for first quarter 2020. Even with a minor reduction in disposable income a large drop in consumption gives …

(2-4 min read) For a decade we have heard how technology will disrupt business models, and how we all need to adapt to survive. It’s fair to say that even …

Robo advisory is here to stay. Over the last 5-10 years of digitalization efforts, automation has become a key area for most industries. With its very tangible benefits, using robots …

Quantfolio becomes the latest organisation to join Tieto’s growing WealthMapper ecosystem, bringing robo advisory, machine learning and AI capabilities to users of the modular platform. The rapid evolution of the …

If you are wondering what the first version of the Quantfolio robo advisor can do for customers, take a look at the video from Sbanken highlighting the benefits …