19/10/2024
MYTHEO, a Digital Investment Management (robo-advisory) platform operated by GAX MD, has introduced the MYTHEO Target Return Portfolio in partnership with VKA Wealth Planners, tailored specifically for VKA’s clients.
This portfolio focuses on balancing potential returns with effective risk management for medium- to long-term financial goals such as retirement planning, education funding, and wealth creation. The collaboration between MYTHEO and VKA Wealth Planners marks the first of its kind, symbolizing their joint commitment to providing innovative, high-quality investment options to investors.
The MYTHEO Target Return Portfolio is globally diversified, leveraging a wide range of exchange-traded funds (ETFs) across developed and emerging markets. It combines growth, income, and inflation-hedging assets to create a balanced investment strategy. One of its core features is the use of Artificial Intelligence (AI) and data-driven algorithms, which guide investment decisions by helping clients navigate market volatility. This approach reduces the emotional biases that can lead investors to chase high returns without understanding the associated risks, providing a more disciplined, risk-adjusted investment strategy.
Ronnie Tan, CEO and Managing Director of GAX MD, emphasized that the development of the MYTHEO Target Return Portfolio involved extensive back-testing and strategic refinements to ensure it is optimally positioned for long-term, sustainable returns. The partnership with VKA reflects their shared vision of using cutting-edge technology to enhance the investment experience for clients.
Edward Ooi, VKA’s Chief Investment Advisory Officer, who has over 26 years of experience in the industry, highlighted the benefits of MYTHEO’s AI-driven approach. According to him, the portfolio eliminates emotional decision-making and aligns investment strategies with the financial objectives of individual clients. This aligns with VKA's mission of providing personalized, risk-adjusted investment solutions.
"It aims to generate returns by blending growth, income and inflation hedging assets", said Edward Ooi, VKA’s chief investment advisory officer.
“I have seen investors chasing after high returns without fully understanding the risk involved. MYTHEO’s artificial intelligence (AI)-driven approach eliminates emotional decision-making, and offers a disciplined, risk-adjusted strategy that aligns with each of our client’s financial objectives,” he added.
Both MYTHEO and VKA Wealth Planners are regulated by the Securities Commission Malaysia (SC). Since its founding in 2019, MYTHEO has been offering tech-driven investment solutions, while VKA, established in 2003, provides a range of financial planning services, including will writing and employee benefits. This new portfolio marks a significant milestone for both companies, offering VKA clients a robust and diversified investment option that combines technology, strategic insight, and strong risk management.
(Source: The Edge & FinTech Malaysia)
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