How Many Stocks Are in the Ideal Portfolio?
For novice investors, one of the most frequently pondered questions is how many stocks they should own. But the truth is there's no perfect answer.
How Magnifi is Simplifying Investment Diligence
It's not news that there is a proliferation of investment products available on the market today.
High Yield ESG Investors Seeing Outperformance
(August 2020)
High yield ESG bonds - almost sounds like an oxymoron. Companies in the high yield space are generally not known for their green policies, so the association may seem counterintuitive. However, as it turns out, using ESG screens on high yield portfolios leads to good returns, especially during the pandemic. During the worst of the pandemic meltdown in March and April, using ESG as a screen on high yield led to outperformance of benchmarks. The main reason why was that ESG screens naturally eliminated some of the biggest losers, such as energy companies and those with the very lowest credit ratings.
Goldman Warns a Real Correction Looms
(September 2020)
Some investors are worried that last week's mini-meltdown might be the start of something worse. Goldman Sachs is not helping anyone with those fears this morning. While the bank is actually bullish on stocks in the long haul, their announcement today offers cold comfort. Goldman says that if investors start to doubt the ultra-quick recovery that has been priced by the market, then a further 10% fall is a possibility as investors reassess the economy's growth trajectory.
Choosing Core Bond Funds for a Model Portfolio
For many investors‚ and even for those with years of experience‚ selecting the right bonds for your portfolio can feel like a daunting task. If that sounds like you, bond funds could be the answer.
How to Build a Balanced Portfolio
Whether you believe in buying and holding an asset for the long term, or you seek the thrill of huge returns, most investors go into the game with the same goal in mind: to minimize overt risk while maximizing potential profits.
Africa is Emerging Faster Than Many Realize
Paid attention to what's happening in Africa lately?
The continent has the fastest-growing youth population in the world, an urbanization rate that's "expected to drive over 50% of Africans to cities by 2050," and a rapidly formalizing economy, not to mention huge amounts of natural resources. These trends are driving and will continue to drive economic growth on the continent, according to The World Economic Forum.
Actively Managed ESG Funds Outperform Passive
(August 2020)
Those watching the ESG market over the last several months will have noticed an interesting trend has been outperforming benchmarks. Within that performance, though, is a little-known fact that investors may want to take into account: actively managed ESG funds are outperforming passive ones, according to the Financial Times. This success has come out not only in returns, but also in fund inflows, as actively managed ESG funds held 4 of the top 10 spots for overall ESG inflows. There are currently 315 available sustainable open-end funds and ETFs.
Magnifi Names Broadridge Executive as Chief Product Officer
Investment in talent comes on the heels of stellar market adoption since launch earlier this year
BOULDER, Colo., November 17th, 2020 - Magnifi, a TIFIN Group company, and the world's first natural-language powered investment marketplace today announced the appointment of Broadridge Financial veteran, Tom Van Horn, to serve as the company's first Chief Product Officer. Tom brings deep experience from leading various technology and innovation roles within the financial services industry and will lead the evolution of Magnifi’s platform through its next stage of growth.
On-trend with tenured executives departing financial services and technology incumbents to lead innovative FinTech start-ups, Tom’s arrival at Magnifi coincides with high-velocity market adoption. As of November 1st, 2020, Magnifi’s retail and professional users influence over $320B in Assets with over 150K users actively searching for investments on Magnifi. Founded by Dr. Vinay Nair, Chairman of The TIFIN group and a serial FinTech entrepreneur, Magnifi launched early in 2020 and has since been featured on national broadcast and financial trade media. Andrew Ross Sorkin of CNBC Squawk Box called Magnifi “The Google for Investments: The start-up changing the way investors access investment ideas.”
“Magnifi is unlike anything I have seen in the wealth and asset management industry during my career in FinTech,” said Van Horn. “With its foundational elements of patented natural language recognition and robust investment intelligence, the platform breaks down the opaqueness of investment products and makes them more accessible for individual and professional investors. I could not be more energized to engrain myself with such a talented group of professionals changing the investment marketplace as we know it.”
Van Horn brings almost 20 years of experience across different product, technology, and executive roles to Magnifi. He was most recently Vice President of Product Management at Broadridge Financial where he led product growth, innovation, and execution for Broadridge’s wealth management segment. In this role, Tom has built a track record of innovation and product execution across the largest North American wealth management firms and Broker-Dealers ranging from front to back-office wealth management solutions. Prior to his role with Broadridge Tom was Senior Vice President of Operations with leading portfolio management company FinFolio and Chief Compliance Officer/Director of Operations for a leading wealth management RIA firm in Denver, Colorado.
“We are delighted to have Tom join Magnifi’s leadership team. When top industry talent like Tom decides to come on board, it is a wonderful validation of our traction and potential ” said Rick Hurwitz, Chief Executive Officer of Magnifi. "With Tom’s deep industry roots and track record of shaping successful products, we are well-positioned to enhance the Magnifi platform to best serve our clients.”
About Magnifi
Magnifi is a financial search platform that is changing the way people shop for investments. The world's first semantic search engine for finance, the platform helps financial advisors, portfolio managers, and everyday investors find, compare, and act on investment options. In an era with thousands of ETFs, mutual funds, stocks, and model portfolios to choose from, Magnifi demystifies and simplifies investing, providing insights and information that save time and help investors make smarter decisions. Learn more at www.magnifi.com
About the TIFIN Group
The TIFIN Group is a FinTech studio that starts and operates companies focused on shaping the future of investor experience to create better outcomes for investors. TIFIN companies combine the power of modern technology, investment science, and behavioral design to advance themes of interest to investment managers, advisors, and investors.
For media inquiries, please contact:
Niharika Shah
Chief Marketing Officer
The TIFIN Group
[email protected]
