Tailoring portfolio diversification with technology and AI optimisation – webinar
LENSELL and Sharesight are committed to helping investors throughout their journeys and this is why they would like to invite you to a webinar on tailoring portfolio diversification with technology and AI optimisation.
“One of the most important things any investor should know is how to diversify well.” (Ray Dalio, Bridgewater Associates).
In the current uncertain financial market, diversification becomes a predominant safeguard. Research shows that a diversified portfolio is more resilient to market volatility and generally outperforms ‘concentrated’ portfolios in the longer run (Koda Capital, 2020).
With only 3 in 10 investors’ portfolios diversified (ASX Investor Study report, 2020), that leaves many investors with the need to consider a diversification strategy to mitigate their overall portfolio risk.
Furthermore, once a diversified portfolio has been put together, a major step is to find the asset allocation that will match the investor’s risk & return expectations.
Each investor is different and so is their portfolio – there is no blanket approach that works for everyone. With the help of technology and AI from Sharesight and Diversiview by LENSELL, investors can now tailor and optimise their diversified portfolios even further.
What will be covered:
1. The benefits of a diversified investment portfolio to match asset allocation with risk and return expectations
2. How to utilise Sharesight and Diversiview to make informed investing decisions
3. Q&A with Jessica Goodall (Sharesight CCO) and Dr Laura Rusu (LENSELL CEO).
Time:
20 January, 2022 12:00 PM in Canberra, Melbourne, Sydney
Brought to you by:
Speakers
Dr. Laura Rusu, CEO @ LENSELL
Dr Laura Rusu is the CEO & Founder of LENSELL®, the corporate performance democratisation platform.
With over 20 years’ experience in the IT industry, academia and R&D across several sectors, Laura has been passionate about using technology to find innovative solutions to pressing problems. One such problem was the lack of easy access for self-directed investors to cutting edge, yet affordable, investment planning tools and Diversiview was created to address that.
Laura has two innovation awards from IBM and 6 USPTO patents on digital technologies, data analytics and AI. She is also a Data Sharing committee member at the Australian Computer Society, a mentor with the IMNIS program at the Australian Academy of Technology and Engineering (ATSE) and a former university lecturer on Business Intelligence.
Jessica Goodall, Chief Customer Officer @ Sharesight
Jessica is Chief Customer Officer for Sharesight, leading the organisation in its customer experience strategy and voice of customer program. Prior to joining Sharesight as Chief Customer Officer in late 2020, she held various positions across finance and SaaS companies in the UK and throughout APAC, helping some of the world’s biggest brands drive revenue growth through partnership and technology.
