Introducing AQUMON's New Comprehensive MPF Index Suite

Introducing AQUMON's New Comprehensive MPF Index Suite

Written by AQUMON Team on 2024-11-26

Introducing AQUMON's New Comprehensive MPF Index Suite

 

Since AQUMON Hong Kong’s first data and algorithm-driven pension investment advisory system with our partners, we identified significant issues with the MPF benchmarks. Data gaps and inaccurate benchmarks have left 4,700,000 investors unaware of their pension investment performance.

 

To address this, we are proud to unveil AQUMON’s brand-new 9 MPF Index Categories:

 

AQUMON MPF Composite Index

 

AQUMON MPF Bond Index

 

AQUMON MPF Hybrid Index

 

AQUMON MPF Equity Index

 

AQUMON MPF Global Equity Index

 

AQUMON MPF US Equity Index

 

AQUMON MPF Europe Equity Index

 

AQUMON MPF Asia Equity Index

 

AQUMON MPF Greater China Equity Index

 

 

Why AQUMON Index Suite Stands Out:

 

Detailed Classification: Offering more granular categories to better capture fund performance.

 

Global Coverage: Encompassing major global regions to provide a comprehensive market view.

 

Regional Specialization: Tailored indices for specific areas, including North America, Europe, Asia, and Greater China.

 

This segmentation allows investors to precisely monitor and track market performance in specific regions, facilitating more informed investment decisions.

 

 

Performance Insights in past 10 years(Oct 2014 – Oct 2024):

 

US Equity Index: Strongest performance with an annualized return of 6.89%.

 

Bond Index: Annualized return of 0.26%, should perform better!

 

Greater China Equity Index: Annualized return of 0.73% with highest volatility.

 

Composite Fund Index: Annualized return of 2.07%, which did not outpace the HK's 10-year average inflation rate 2.16%.

 

These insights highlight the critical need for scientific asset allocation to optimize investment outcomes.

 

About us

AQUMON is a Hong Kong based award-winning financial technology company. Our mission is to leverage smart technology to make next-generation investment services affordable, transparent and accessible to both institutional clients and the general public. Through its proprietary algorithms and scalable, technical infrastructure, AQUMON’s automated platform empowers anyone to invest and maximize their returns. AQUMON has partnered with more than 100 financial institutions in Hong Kong and beyond, including AIA, CMB Wing Lung Bank, ChinaAMC, and Guangzhou Rural Commercial Bank. Hong Kong University of Science and Technology, the Alibaba Entrepreneurs Fund, affiliate of BOC International Holdings Limited, Zheng He Capital Management and Cyberport are among AQUMON's investors. 

 

The brand is held under Magnum Research Limited and is licensed with Type 1, 4 and 9 under the Securities and Futures Commission (SFC) of Hong Kong. AQUMON is also licensed by the U.S. Securities and Exchange Commission (SEC) and the Asset Management Association of China (AMAC).

 

Disclaimer

Viewers should note that the views and opinions expressed in this material do not necessarily represent those of Magnum Research Group and its founders and employees. Magnum Research Group does not provide any representation or warranty, whether express or implied in the material, in relation to the accuracy, completeness or reliability of the information contained herein nor is it intended to be a complete statement or summary of the financial markets or developments referred to in this material. This material is presented solely for informational and educational purposes and has not been prepared with regard to the specific investment objectives, financial situation or particular needs of any specific recipient. Viewers should not construe the contents of this material as legal, tax, accounting, regulatory or other specialist of technical advice or services or investment advice or a personal recommendation. It should not be regarded by viewers as a substitute for the exercise of their own judgement. Viewers should always seek expert advice to aid decision on whether or not to use the product presented in the marketing material. This material does not constitute a solicitation, offer, or invitation to any person to invest in the intellectual property products of Magnum Research Group, nor does it constitute a solicitation, offer, or invitation to any person who resides in the jurisdiction where the local securities law prohibits such offer. Investment involves risk. The value of investments and its returns may go up and down and cannot be guaranteed. Investors may not be able to recover the original investment amount. Changes in exchange rates may also result in an increase or decrease in the value of investments. Any investment performance information presented is for demonstration purposes only and is no indication of future returns. Any opinions expressed in this material may differ or be contrary to opinions expressed by other business areas or groups of Magnum Research Limited and has not been updated. Neither Magnum Research Limited nor any of its founders, directors, officers, employees or agents accepts any liability for any loss or damage arising out of the use of all or any part of this material or reliance upon any information contained herein.

 

Latest Articles
AQUMON 2024 Investment Strategy TourIntroducing AQUMON's New Comprehensive MPF Index SuiteGlobal Rate Cut Boosted Asset Allocation Investment in 24Q3