| 词条 | Hedgeable |
| 释义 |
| name = Hedgeable | logo = File:Hedgeable,_Inc._Logo.svg | type = Privately held company | founder= Michael Kane, Matthew Kane | hq_location = New York City, United States | key_people= Michael Kane (Co-Founder, CEO), Matthew Kane (Co-Founder, COO), Siddharth Sharma, CFA, FRM (CTO) | industry= Personal finance, Investment Management, Digital Wealth Management, Automated Investing, Portfolio Management, Investment services | homepage = {{URL|http://www.hedgeable.com/}} | foundation= 2009 }}Hedgeable, Inc. is a U.S. based financial services company headquartered in New York City. The Hedgeable web and mobile app allows individuals to invest in customized portfolios.[1] It is a digital wealth management platform. Hedgeable practices 'tactical investing'—that is, it doesn’t follow set allocations but actively manages accounts in response to market movements.[2] HistoryHedgeable was founded in 2009 by twin brothers [https://www.linkedin.com/in/mikerkane Michael] and [https://www.linkedin.com/in/matthewrkane Matthew] Kane, who previously worked at high-net worth investment managers such as Bridgewater Associates and Spruce Private Investors. Both Michael and Matthew graduated from Penn State University with degrees in Finance. Hedgeable is a Registered Investment Advisor with the U.S. Securities and Exchange Commission.[3] The company has received funding from SixThirty[4] and Route 66 Ventures[5] as well as various other angel investors. Investing StrategiesHedgeable does not follow a buy-and-hold approach, but instead actively manages accounts in response to market movements[6] focusing on downside protection in bear markets.[7] This strategy is different than other robo-advisors, which use Modern Portfolio Theory. Hedgeable customizes portfolios for clients by asking various questions.[8] Hedgeable opens the array of investment options beyond Exchange Traded Funds (ETFs) to individual stocks, master limited partnerships, private equity and bitcoin.[9] Mutual funds are not used in portfolios.[10] Although the firm's focus is to provide a direct-to-consumer service, Hedgeable's investment strategies are available to financial advisors[11] and institutions as well through a variety of platforms. Product FeaturesHedgeable aims to gamify[12] personal finance for clients. Clients can open a new account or transfer an existing account. Hedgeable accepts retirement accounts, taxable accounts, business accounts and various other account types. Hedgeable offers unique features such as:
It was awarded 4/5 for client transparency by Paladin Research.[18] Hedgeable was the winner of the Finovate Fall 2015 Best of Show Award[19] and the GREAT 2015 Tech Award (FinTech Category).[20] Future EndeavorsIn 2016, Hedgeable launched its first iOS mobile app[21] in order to expand their product offerings and is looking to expand globally in the future. References1. ^{{Cite web|url=https://investorjunkie.com/39863/hedgeable-review/|title=Hedgeable Review - Hedge Funds for the Masses|website=Investor Junkie|language=en-US|access-date=2016-04-22}} 2. ^{{Cite news|url=https://www.wsj.com/articles/putting-robo-advisers-to-the-test-1429887456|title=Putting Robo Advisers to the Test|last=Moyer|first=Liz|newspaper=Wall Street Journal|issn=0099-9660|access-date=2016-04-22}} 3. ^"The Razors Hedge", "Thrillist" , New York, Oct 27, 2009 4. ^Calhoun, Michael. "McKelvey’s SixThirty Picks First Four Startups for Accelerator Program", "CBS St.Louis", St. Louis, Oct 3, 2013 5. ^{{Cite web|url=http://route66ventures.com/portfolio-item/hedgeable/|title=Hedgeable {{!}} Route 66 Ventures|website=route66ventures.com|access-date=2016-04-22}} 6. ^Moyer, Liz.[https://www.wsj.com/articles/putting-robo-advisers-to-the-test-1429887456], "Wall Street Journal", New York, April 24, 2015 7. ^Chang, Ellen.[https://www.mainstreet.com/article/why-target-date-funds-are-disliked-by-financial-advisors/page/3], "Mainstreet.com", New York, April 21, 2015 8. ^{{Cite web|url=http://www.modestmoney.com/digital-asset-manager-2-0-america-ready/14422|title=Hedgeable: Digital Asset Manager 2.0 - Is America ready? - Modest Money|website=Modest Money|language=en-US|access-date=2016-04-22}} 9. ^{{Cite news|url=https://www.wsj.com/articles/putting-robo-advisers-to-the-test-1429887456|title=Putting Robo Advisers to the Test|last=Moyer|first=Liz|newspaper=Wall Street Journal|issn=0099-9660|access-date=2016-04-22}} 10. ^{{Cite web|url=http://blog.mondato.com/the-millennial-fintechs-darling/|title=The Millennial: Fintech’s Darling?|website=Mondato Insight|access-date=2016-04-22}} 11. ^Garmhausen, Steve. "New Firm's Platform Offers Hedge Expertise to Advisers", "Financial Planning" , May 3, 2010 12. ^{{Cite web|url=http://www.yodlee.com/blog/hedgeable-gamifies-personal-finance-millennials/|title=Hedgeable Gamifies Personal Finance for Millennials - Production|website=Production|language=en-US|access-date=2016-04-22}} 13. ^Moyer, Liz.[https://www.wsj.com/articles/putting-robo-advisers-to-the-test-1429887456], "Wall Street Journal", New York, April 24, 2015 14. ^Carney, Michael. ""To the moon!" Survey shows Bitcoin enthusiasts remain hopeful as ever that prices will rise", "Pando Daily" , Jan 13, 2015 15. ^Reader, Ruth. [https://venturebeat.com/2015/01/20/coinbases-75m-raise-shows-investors-still-see-gold-in-bitcoin/ "Coinbase’s $75M raise shows investors still see gold in Bitcoin"], "VentureBeat" , Jan 20, 2015 16. ^Johnson, Amanda B. "Bitcoin's Price Over Next 3 Years - Survey Results Released", "The Coin Telegraph" , Jan 22, 2015 17. ^{{Cite web|url=http://www.programmableweb.com/api/hedgeable|title=Hedgeable|website=ProgrammableWeb|access-date=2016-04-22}} 18. ^Waddell, Melanie. "21 Best & Worst Robo-Advisors for Client Transparency", "Think Advisor" , Aug 14, 2014 19. ^{{Cite web|url=http://finovate.com/finovatefall-2015-best-of-show-winners-announced/|title=FinovateFall 2015 Best of Show Winners Announced - Finovate|website=Finovate|language=en-US|access-date=2016-04-22}} 20. ^{{Cite web|url=http://www.prnewswire.com/news-releases/winners-announced-for-uk-governments-annual-great-tech-awards-competition-300169001.html|title=Winners Announced For UK Government's Annual GREAT Tech Awards Competition|last=York|first=British Consulate General New|website=www.prnewswire.com|access-date=2016-04-22}} 21. ^{{Cite web|url=https://itunes.apple.com/us/app/hedgeable-sophisticated-investing/id1100013306?mt=8|title=Hedgeable - Sophisticated Investing Made Simple on the App Store|website=App Store|access-date=2016-04-22}} 1 : Financial services companies of the United States |
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