Asian firm launches most valued brands portfolio
Asian provider of B2B digital wealth management solutions, Quantifeed has launched a model portfolio of the most valued brands in the US market.
The company said that in order to identify these brands, it ranked companies by their brand value, defined as intellectual property, trademarks and icons.
Following this, the model portfolio had a higher representation of sectors which were more visible to consumers such as consumer staples and technology.
Quantifeed’s senior quantitative strategist, Gaudi Schneider, said: “This strategy can also work to the advantage of financial advisers who may be looking for straightforward ways to engage clients in investment discussions.
“Investors may feel a strong connection to a portfolio when it contains familiar brands of products and services they know and use,” he said.
Quantifeed said that names such as Facebook, Amazon, Alphabet, AT&T, Toyota and Walmart were all represented in the current portfolio.
Also, according to the company, the most valuable brands US strategy was up 16.8 per cent, outperforming the broad US stock market by 5.3 per cent.
Recommended for you
Money Management spoke with two brand consultants to how Perpetual can best rebrand its business as the 138-year name is sold to private equity firm KKR.
Pinnacle remains a “standout” fund manager, according to Morningstar, amid a challenging backdrop for active asset management and the addition of a new global equities affiliate from the UK.
Platinum Asset Management saw outflows of $1.65 billion in April, partly as a result of redemptions from institutional mandates and product rationalisation initiatives.
In this latest Meet the Manager profile, Money Management speaks with Ophir Asset Management co-chief executive Andrew Mitchell.