UOB Asset Management (UOBAM) in Malaysia has launched UOBAM Invest, a robo-advisory service that provides customised investment portfolios online to help companies keep on top of matters during periods of market volatility.
UOBAM Invest offers corporate investors the Digital Adviser portfolio planner, which can be used to generate automatically customised portfolio proposals, ranging from very conservative to very aggressive.
The portfolios are generated after corporate investors complete an interactive, goals-based questionnaire that takes into consideration their combined investment goals, risk appetite and investment profile.
“Economic shocks such as the Covid-19 pandemic highlight the importance of a risk-based approach to investing to help corporate investors limit the impact of short-term risk while meeting their long-term investment goals,” says Lim Suet Ling, chief executive officer, UOBAM (Malaysia), “Through its secure, online portal, UOBAM Invest provides corporate investors with historical data and insights, professional investment guidance and round-the-clock access to our portfolio solutions, enabling them to monitor and to manage their investments in real time.
“This means that they not only can enjoy greater flexibility and control over their investments, but also the ease and convenience of managing their own investments digitally from the safety of their own homes amid the Covid-19 pandemic.”