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July 2018

Investment Technology


Sectorwatch

Technology to support the continued growth of robo-advisors is a global phenomenon, as evidenced by Quantifeed’s recent $10 million Series B funding from Legg Mason and Cathay Financial Holdings. Quantifeed is Asia's leading B2B robo-advice provider that will use the funds to accelerate research and development in the areas of behavioral analytics and data science to improve customer engagement.

According to the Securities Industry and Financial Markets Association’s (“SIFMA”) 2018 Outlook report, Robo advising is projected to grow in the U.S. to $2.2T by 2020 from $300B in 2016, a 49% CAGR.

Industry Trends:

  • Current revenue growth rate is less than the average of the last 3 years, indicating that the market may be flattening or declining
  • Current gross profit margin exceeds the average of the last 3 years gross profit margin, indicating supplier pricing power
  • Current EBITDA margin exceeds the average of the last 3 years EBITDA margin, a condition that may attract new entrants

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