AQUMON

10/07/2025

The spark for InvestEase.ai came from seeing brilliant minds buried in research, and passionate investors feeling overwhelmed by information. We knew there had to be a better way. 💡

In this video, our CEO Kelvin Lei shares the story behind InvestEase.ai and the core belief driving us: Empower Every Investor.

Our mission? To cut through the noise and unlock hidden opportunities – for everyone involved in investing.

Trusted by top-tier institutions, InvestEase.ai delivers:

🔹 For Financial Professionals (RMs, Bankers, Fund Sales): Slash due diligence time by 90%, surface critical insights, and elevate your client conversations with AI as your powerful co-pilot.
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This isn't just about speed; it's about smarter decisions, deeper insights, and greater confidence across every aspect of investment.

Join InvestEase.ai in making sophisticated investment intelligence accessible.

19/06/2025

🚀Great feedback from 2025! We’re officially launching InvestEase.ai — your AI-powered gateway to smarter investing.

Tired of drowning in information? 💻 Dive into:
✅ Lightning-fast screening for funds & ETFs
✅ Smart rankings & deep analytics
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Why it matters: Cut research time by 90%, uncover hidden opportunities, and make decisions backed by AI intelligence.
🔹For private bankers and wealth managers, InvestEase.ai streamlines due diligence and enhances client value.
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Ready to explore the future of investing?
👉 Watch https://youtu.be/7F4lr8NKTBQ
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Ready to level up? Sign up now at https://www.investease.ai DM us for a promo code and sign up for early access！We’re here to help you invest smarter with AI...

11/04/2025

【強積金三月份表現】：特朗普攪局，打工仔均虧損2300元，首季人均賺9000餘元

強積金3月份投資收益約-0.82%，2025年首季則上漲約3.22%。3月MPF人均虧近2300元，首季人均賺約9000餘元。

首季度「東強西弱」格局明顯，但三月市場情緒轉向謹慎。四月需關注關稅政策拐點與資金流向，建議分散配置，側重亞洲資產與防禦性債券，同時嚴控風險敞口。

在細分市場的基金中，近期表現突出的基金呈現出多元化的特點。從首季來看，表現最為亮眼的當屬與中國及香港市場相關的基金。

積金局提醒計劃成員，強積金是跨越超過40年的長線投資，計劃成員應根據個人的人生階段、財務狀況、風險承受能力等因素，作出合適的投資規劃。計劃成員不應以短線投資的角度看待強積金，更不應輕易嘗試在劇烈波動時捕捉市場。

憑藉強大的研究團隊與智能化的投資策略，AQUMON通過捕捉市場波動中的機遇，為投資者提供量身定制的資產配置方案。無論是風險管理還是收益優化，我們的數據驅動策略都處於行業前沿。

立即諮詢，讓AQUMON以專業的研究實力與創新策略，助您實現財富穩健增長！



免責聲明：數據來源於積金局和Magnum Research Limited。過去的表現並不代表未來的結果。

13/03/2025

【AQUMON MPF Index 2025年2月表現月报】港股漲MPF賺，2月打工仔人均落袋近萬元

港股在2月份持續上漲，帶動打工仔的強積金表現也隨之提升。據計算，2月份MPF人均收益近萬元。

在細分市場的近400隻基金中，今年首兩個月表現最為亮眼的是與香港市場相關的基金。

憑藉強大的研究團隊與智能化的投資策略，AQUMON通過捕捉市場波動中的機遇，為投資者提供量身定制的資產配置方案。無論是風險管理還是收益優化，我們的數據驅動策略都處於行業前沿。

立即諮詢，讓AQUMON 以專業的研究實力與創新策略，助您實現財富穩健增長！



免責聲明：數據來源於積金局和Magnum Research Limited。過去的表現並不代表未來的結果。

06/02/2025

【AQUMON MPF Index 表現年报】MPF 2024全年表現強勁，人均賺2.3萬!

AQUMON MPF指數系列的表現反映了全球市場的波動性和不同資產類別的風險與回報特性，也充分展現了AQUMON對MPF市場趨勢的精準洞察與領先的數據分析能力。

憑藉強大的研究團隊與智能化的投資策略，AQUMON通過捕捉市場波動中的機遇，為投資者提供量身定制的資產配置方案，最高可達16.86%。無論是風險管理還是收益優化，我們的數據驅動策略都處於行業前沿。

立即諮詢，讓 以專業的研究實力與創新策略，助您實現財富穩健增長！

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免責聲明：數據來源於積金局和Magnum Research Limited。過去的表現並不代表未來的結果。

24/01/2025

Wishing everyone a prosperous Year of the Snake🐍!
May AQUMON continue to lead innovation in wealth management and achieve greater milestones in the coming year🧱.

祝大家蛇年身體健康，投資得心應手，長賺長有🧧！未來一年AQUMON會繼續在財富管理中力求創新，期待大家與我們一起見證新的里程碑💪！

13/01/2025

🌟 Another Award! AQUMON Recognized Among KPMG's Top 50 FinTech Companies 🌟

On January 10, 2025, KPMG's Top 50 FinTech Companies list was unveiled at an awards ceremony in Shanghai. We are thrilled to announce that AQUMON has once again been honored, making our way back into the leading Top 50 after four years!

After 8 years of dedicated refinement, we achieved groundbreaking progress in 2024:

1.【Revolutionizing Pension Investment】: Our advanced pension investment allocation system is transforming the long-term asset management experience for 4 million+ residents in Hong Kong. This advisory system, combining data, algorithmic strategies, and an exceptional user experience, has set a new industry benchmark, ushering in a new era for long-term retirement investment in Hong Kong.

2.【Launching a Revolutionary AI Financial Analysis Assistant】: In 2024, we introduced a game-changing AI tool tailored for wealth management. In a rapidly evolving financial landscape, we address industry pain points with an innovative LLM tagging system and robust data framework. This empowers financial advisors and users to significantly enhance sales efficiency and accuracy, generating instant sales pitches and comprehensive fund analyses—boosting sales efficiency of funds and financial products by up to 600%+.

The wave of AI is upon us. The transformation of the financial industry is imminent, demanding more effort and deeper insights. Ultimately, it’s the products that speak, addressing client pain points, continuously enhancing product competitiveness and service. Growth driven by product innovation will stand the test of time.

A heartfelt thank you to KPMG for this recognition! 🙌

08/01/2025

🎉 Impressive Returns! AQUMON 2024 Investment Strategy Tour🎉

In 2024, AQUMON's flagship portfolio performed excellently, and the thematic portfolio yielded impressive returns. This fully proves that AQUMON able to navigate through market volatility and achieve long-term asset appreciation for investors.⛵️

The Aggressive Portfolio (80% stocks, 20% bonds) Performance:
📈16.86% - SmartGlobal | HK-listed ETF portfolio
📈13.62% - SmartGlobal Max | US-listed ETF

The Theme Portfolio Performance:
📈36.33% - High Dividends | US-listed ETF
📈27.79% - HK Markets Leaders | HK-listed ETF
📈25.00% - Global Tech Gaints | US-listed ETF

AQUMON is about to launch SmartGlobalC 2.0 in January. Our upcoming SmartGlobalC 2.0 will be the first automated investment product in Asia that includes BTC and ETH spot ETFs in global asset allocation.
📍Optimization of Risk and Return
📍First in Asia
📍Convenient Investment

Ready to experience the future of investing? 🌐 Visit for more details and start your journey towards smarter investments today!

Disclaimer: Data sourced from Bloomberg and Magnum Research Limited, covering the period from December 31, 2023, to December 31, 2024. Past performance is not indicative of future results.

27/12/2024

🚀 Investing in Bitcoin has never been so easy!🚀

You can enjoy both sides of the coin: no longer miss out on the appreciation of virtual assets while also ensuring stability by including them in a global asset allocation portfolio.

In 2021, hashtag was the first robo advisor in Asia to launch a global asset allocation portfolio with virtual assets. In 2025, our upcoming SmartGlobalC 2.0 will be the first automated investment product in Asia that includes BTC and ETH spot ETFs in global asset allocation.
📍Optimization of Risk and Return
📍First in Asia
📍Convenient Investment

In the coming weeks, we'll be sharing more details, so stay tuned！



Disclaimer: AQUMON is a brand name of Magnum Research Limited. Magnum Research Limited is granted with Type 1, 4, and 9 licenses by the Hong Kong Securities and Futures Commission, and a Registered Investment Advisor (RIA) license by the U.S. Securities and Exchange Commission.

23/12/2024

🎄AQUMON extends warm Christmas greetings to you all! We hope you and your loved enjoy a safe and joyous Christmas this year. As we bid farewell to 2024, we sincerely thank you for your ongoing support. AQUMON will persist to launch more AI Wealth Management products, with the aim of enhancing your investment experience🥳!

25/11/2024

【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.


Disclaimer: The above information is subject to confidentiality agreements. AQUMON is a brand name of Magnum Research Limited. Magnum Research Limited holds a Hong Kong SFC license and an MPF Intermediary license. The interpretation rights of product functionalities and details rest with Magnum Research Limited. This information is not intended as a solicitation for business.