Our simple 5 step process uses an industry standard asset allocation model to choose the MPF funds that are best suited for you.
Your MPF choices are limited to the provider offered by your employer. We eliminate the funds unavailable to you based on your provider, bringing the funds available to you to the forefront.
Answer a short 8 question survey to let us understand your investor profile. The questions asked are used across the financial industry.
We use your investor profile and apply it to an industry wide asset allocation optimiser as the reference model for your portfolio.
Using Harry Markowitz's 1952 Efficient Frontier theory, we show you the optimal portfolio (highest return with lowest risk) based on your investor profile. You then have the option to choose the funds on your platform and test your returns and risk.
We analyse your portfolio by tracking its performance over previous years. We also show you key performance metrics that are used by professional investors.