AQUMON

🎉 We're Thrilled to Announce! 🎉 AQUMON is honored to be featured in Fortune's Fintech Innovators Asia top list! 🌟 Our cutting-edge technology and successful collaborations with major wealth management institutions in the WealthTech sector have truly stood out. In the rapidly growing landscape of wealth management technology in Asia, our advanced AI, comprehensive data solutions, and innovative algorithms are transforming the investment experience for countless individuals. We are excited and confident about our journey to achieve even greater growth and impact! 🚀 A special thank you to Fortune for the spotlight, especially for clarifying the origin of our name: AQUMON is short for "A Quant Monster," coined during our launch amidst the resurgence of the Pokémon franchise - answering many of your curiosities. 🐾✨ Learn more about our achievement here: https://lnkd.in/gZDPywXU #Fintech #WealthTech #Innovation #AI #Fortune500 #AQUMON #Investment #Growth

🧲Global Rate Cut! Asset Allocation Investment Saw a Sharp Rise in 2024Q3🧲 📈 SmartGlobal Max | U.S. ETF Portfolio achieved positive returns Spurred by the Fed's rate cut, the S&P 500 reached a third-quarter peak with a 5.53% return. Our SmartGlobal Max aggressive allocation portfolio (80% stocks/20% bonds) outdid the market, yielding a 7.09% return, an outperformance of 1.56%.💪 📈Hidden Gems | A-Share ETF began to show strength in 24Q3 Although the CSI 500 index grew by 16.19%, our portfolio achieved a 24.01% increase, outperforming the market by 7.82%.🎉 📈Chinese Tech Stars | HK ETF rebounded rapidly in 24Q3 The Hang Seng Index posted a growth of 19.27%, our 'Chinese Tech Stars' portfolio outshone it with a substantial increase of 30.46%, surpassing the market by a notable 11.19%.🎉 Ready to experience the future of investing? 🌐 Visit hashtag#AQUMON for more details and start your journey towards smarter investments today! Disclaimer: Data sourced from Bloomberg and Magnum Research Limited, covering the period from June 30, 2024, to September 30, 2024. Past performance is not indicative of future results. #Fintech #Investment #RoboAdvisor #AI #WealthManagement #AQUMON #SmartInvesting

🚀 Exciting News from AQUMON! 🚀 We are thrilled to announce the grand launch of our brand new product – AI Fund! 🎉 AI Fund is a state-of-the-art investment tool that integrates six powerful features: 🔹 Market Trends Analysis 🔹 Fund Selection Ranking 🔹 Intelligent Filter 🔹 Fund Analysis and Comparison 🔹 Portfolio Construction 🔹 Our proprietary LLM Copilot program At the heart of AI Fund is our innovative LLM Copilot, developed by the AQUMON team, ensuring you have the smartest assistant for your investment journey. Whether you're a financial planner seeking comprehensive marketing support from news hotspots to investment themes, or an individual investor looking to gain deeper insights into market trends and make informed decisions, AI Fund is designed for you. We’re committed to empowering every user with cutting-edge technology. Ready to transform your investment experience? Contact us to experience a demo and discover our technological breakthroughs! Disclaimer: AQUMON is a brand name of Magnum Research Limited. Magnum Research Limited holds a Hong Kong SFC license and an MPF Intermediary license.

Is interest rate cut always good for the stock market?🔍 It depends on the fundamentals of the economy. If the economy is weak, then an interest rate cut is actually intended to rescue the market. Taking the last two interest rate cut cycles as examples—the 2008 financial crisis and the COVID-19 rate cut cycles—the S&P 500's maximum drawdowns exceeded 50% and 30%! This time, whether it's a preventive rate cut or an emergency one, we tend to lean towards the former.🎯 Ready to experience the future of investing? 🌐 Visit #AQUMON for more details and start your journey towards smarter investments today! Disclaimer: Data sourced from Bloomberg, Magnum Research Limited. The Rates cut during Covid pandemic from 2019-08-31 to 2020-03-31,the Rates cut during Global Financial Crisis from 2007-08-31 to 2008-12-31. SmartGlobal Max performance is matching both periods perspectively. Past performance does not indicate the future. #FedRatecut #Fintech #Investment #RoboAdvisor #AI #WealthManagement #AQUMON #SmartInvesting #ETF

On September 17-18, the Fed's FOMC meeting, which has the greatest impact on the global financial markets, is about to take place. What's your predictions regarding the Fed's upcoming interest rate actions?

【AQUMON Continues Partnership with BCT Group - BCT Financial Ltd & Bank Consortium Trust Co Ltd to Extend AI MARIO to other MPF members】 On September 12th, Hong Kong, AQUMON is excited to announce the extension of its AI MARIO (MARIO), the MPF AI Advisor in partnership with industry-renowned MPF provider, BCT, further extending its capabilities to other MPF members. MARIO is specifically designed to address the pressing needs for improvement in MPF investments. By leveraging BCT users' investment preferences, MARIO provides long-term, diversified portfolio recommendations, supported by a robust retirement calculator that helps individuals plan their retirement investments scientifically. With the power of big data and advanced algorithms, MARIO enhances the accuracy of asset class correlation analysis, making portfolio management easier and more effective. Additionally, its data visualization capabilities provide real-time insights into investment performance, allowing users to see their results at a glance. Without scientific asset allocation, long-term investments often fall into the trap of home bias and lack of rebalancing. MARIO addresses these challenges by offering tailored investment strategies and rebalancing suggestions, empowering investors to fully realize the benefits of compound growth over a 20-30 year investment horizon. In the future, MARIO will be further enhanced with more comprehensive MPF fund data features, enabling users not only to manage portfolio allocations but also to dive deeper into individual fund analysis and comparisons, ensuring a more holistic and insightful user experience. We sincerely thank BCT for their support and forward-thinking approach. We remain committed to continually refining the technology , empowering more individuals with the tools they need to achieve their financial goals.    #AIMARIO #AQUMON #BCT #MPF #AIADVISOR #RETIREMENTPLANNING Disclaimer: The above information is subject to confidentiality agreements. AQUMON is a brand name of Magnum Research Limited. Magnum Research Limited holds a Hong Kong SFC license and an MPF Intermediary license. The interpretation rights of product functionalities and collaboration details rest with BCT and Magnum Research Limited. This information is not intended as a solicitation for business.

🌐The MPFA recently launched the "eMPF" platform, which can significantly reduces administrative costs of MPF schemes through centralized procurement and scale effects. The average MPF administration fee is expected to be reduced by 36% in the first two years of operation of the Platform. Still consider this scenario: 📈MPF mixed asset funds yielded a 3.70% p.a. return 💰Monthly investment: HKD 3,000 🕑Duration: 30 years 💲Total investment: HKD 1.08 million Over a span of 30 years, if you can save 0.5% on costs, you could potentially save nearly HKD176,000. These savings would be sufficient to take an 8-day cruise to Japan up to 17 times after retirement🚢. Essentially, reducing costs and harnessing the power of compound interest can lead to higher net investment returns. This not only benefits citizens but also enhances the quality of their post-retirement life. *Assuming each trip costs around HKD 10,000. #RetirementPlanning #MPF #FinancialLiteracy #eMPF #WealthManagement #AQUMON 積金局近期推出了「積金易」平台，透過集中採購和規模效應，可以大幅降低強積金計劃的行政成本，預計投入使用前兩年即可節省36%行政成本。依然以强積金混合資產基金年率化净回報3.70%，每月堅持投資3000港元，持續30年，總投資額為108萬港元為例，假設全新的eMPF平台可以幫手節省0.5%的費用，30年之後可以多存17.6萬，足夠退休後乘坐8天遊輪日本游可達17次之多*。由此可見費用的降低，同樣也有複利帶來的威力，不僅能夠讓市民享受到更高的淨投資回報，更可以令退休生活質量更上一層樓。 *假設每次乘坐費用10,000港幣左右。 Disclaimer: Sourced from eMPF, MPFA and Magnum Research Limited. Past performance is not indicative of future results.

⏳Start Early and Invest Wisely🧲 The Power of Compound Interest in Retirement Planning:  Compound interest is crucial for effective retirement planning. While MPF schemes enable long-term, regular investments for citizens, the lack of scientific investment advice often leads to home bias pitfalls. In March, the MPFA revealed that MPF mixed asset funds yielded a 3.70% p.a. return in past 20 years. Consider this scenario: 💰Monthly investment: HKD 3,000 🕑Duration: 30 years 💲Total investment: HKD 1.08 million Under a classic 60/40 stock-bond global asset allocation with scientific management: Annualized net return: 7.50%* Final return: HKD 3.87 million (vs. HKD 1.96 million at 3.70%) This demonstrates that while consistent long-term investing is vital, scientifically managing your portfolio is equally important. AQUMON's MPF system solution addresses the pain points of long-term MPF investments, empowering Hong Kong citizens to optimize their retirement funds and secure a better future. *AQUMON 60/40 portfolio past 20 year backtesting return 7.59% #RetirementPlanning #MPF #FinancialLiteracy #WealthManagement #AQUMON 複利效應是實現退休養老規劃的關鍵要素。像MPF計劃可以讓打工仔女實現長期定期投資，然而缺乏科學投資建議會陷入home-bais的困境。積金局在今年三月透露，強積金混合資產基金年率化淨回報僅為3.70%。假設每月堅持投資3000港元，持續30年，總投資額為108萬港元，在經典股債60/40全球資產配置組合年率化淨回報為7.50%，最終的回報則可以從196萬晉升到387萬，收益翻倍。因此不僅堅持長期投資很重要，科學管理自己的投資組合也同樣重要。AQUMON的MPF系統解決方案能夠針對MPF的長期投資痛點，賦能香港市民的養老金投資，帶來更好的退休生活。 Disclaimer: Data sourced from MPFA and Magnum Research Limited. Past performance is not indicative of future results.

Recently, Chairman of the Federal Reserve signals that lower interest rates could be coming soon. Even though the path down should be methodical, the market will be quite volatile in the coming months. ⏳ 🔍AQUMON's Business Winners portfolio is made up of a carefully selected set of 7 U.S. stock ETFs. These include companies with good solvency and solid financial health, enabling the portfolio to be more resilient in difficult market conditions.💡 Over the past month (2024/07/26-2024/08/26), even though the S&P 500 index has grown by 2.89% with a max drawdown of 6.08%, the Business Winners portfolio has not only outperformed the market with an impressive steady growth of 3.71%, but its max drawdown was only 2.87%. Ready to experience the future of investing? 🌐 Visit #AQUMON for more details and start your journey towards smarter investments today! Disclaimer: Data sourced from Bloomberg and Magnum Research Limited, covering the period from July 26th, 2024 to August 26th, 2024. Past performance is not indicative of future results. #Fintech #Investment #RoboAdvisor #AI #WealthManagement #AQUMON #SmartInvesting #healthiswealth #ETF #BusinessWinners