Optimal Asset Allocation
Welcome to i3. To enable us to prepare a investment plan for you, please answer the following questions.
Passive Plan : Create asset allocation strategy
Manual Plan : Create a basket of securities
Expert Portfolio: Recommended by finance specialists on media
A Passive Plan is created based on historical market returns and the Markowitz portfolio theory.
A Manual Plan is based on your own allocation.
An Expert Portfolio is based on financial advice published by specialists on media platforms.