Quantfolio Blog / investment advice

by Eirik Frisvold, on 22 June 2022 10:10

If you feel apprehensive about the coming regulatory changes, you are not alone there. We have been asked many times to clarify what the coming changes actually mean. So here …

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Topics:complianceMiFID IIESGcompliance by designinvestment adviceregulations

by Eirik Frisvold, on 29 June 2021 15:15

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 …

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Topics:advisoryautomationMiFID IIcompliance by designrisk assessmentinvestment adviceUXNorwayour customers

by Eirik Frisvold, on 21 May 2021 15:15

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 …

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Topics:advisoryautomationSwedenDeep Alpha Advisor Solutioncompliance by designrisk assessmentinvestment adviceUXanalyticsNordicequitiesNorwayour customers

by Eirik Frisvold, on 04 May 2021 14:14

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 …

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Topics:advisoryrobofinanceESGinvestment advicesustainable finance

by Bjørnar Mundal, on 18 November 2020 15:15

We are pleased to launch Quantfolio House View (QHV). As we know, the historical return is not always a reasonable estimate for future returns. Expected returns vary over time, and …

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Topics:expectedreturnhouseviewexpectedreturnassetclassesQuantfolioinvestment advice

by Martin Wik Sætre, on 11 August 2020 12:12

(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 …

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Topics:advisoryroboautomationsavingmacroeconomyfinanceinvestment advice

by Martin Wik Sætre, on 23 April 2020 10:10

(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 …

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Topics:advisoryroboautomationchange managementmodulesadoptionfinanceinvestment advice

by Bjørnar Mundal, on 06 April 2020 15:15

Shiller PE looks at the relationship between the price and earnings on the S&P 500. The indicator tracks the price earning ratio based on average inflation-adjusted earning from the previous …

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Topics:investment advice

by Bjørnar Mundal, on 19 March 2020 15:15

Bear markets has occurred before and will most likely occur again. We are currently in the middle of a period of dropping markets around the world. Are there any takes …

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Topics:investment advice

by Martin Wik Sætre, on 18 March 2020 10:10

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 …

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Topics:advisorycomplianceroboautomationsavingMiFID IIrisk profilinginvestment advice