Industry veteran-led Portfolio Thinking has launched Edge, an investment research and communications platform for financial advice firms.
The venture is the brainchild of Portfolio Thinking's co-founders, ex-Morningstar chief research and investment officer Dan Kemp and former Allianz Global managing director Neil Brown. The new platform, Portfolio Thinking Edge, leverages supervised AI techniques to help advisers with investment portfolio research for clients. It is available now to advice firms in the UK. Ten-year return forecasts cover global equity and bond markets, showing a range of possible outcomes and the thinking behind each central forecast. Risk-rated model portfolios are also included, with factsheets, deta...
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