einvestment.com
einvestment is an electronic investment platform operated by a fintech-driven mutual fund that provides investment management services since September 2018.[1] It offers investment accounts for allocation of funds to the Fund’s segregated investment portfolios, retirement investment solutions, offshore wealth management services and other services combined into a single online investment platform operated by the Fund.[2]
Contents
History
- In January 2018 Segregated Portfolio Company was established in the Cayman Islands by Gulliver Group holding as its primary owner.
- In August 2018 the company obtained a mutual fund license authorising it to offer investment management services as a mutual fund. At the same time, einvestment.com platform is launched.[3]
- In September 2018 the Fund launches its first investment product - Sustainable Growth Segregated Portfolio.
- In February 2019 the Fund launches its second investment product - Extra High Yield Segregated Portfolio.[4]
- In June 2019 Einvestment opens the European headquarters in Lisbon, Portugal.
- In November 2019 the Fund announces the “digital-first” approach to customer relationship and enables paperless access to its products with automated identity verification and subscription to products with electronic signature.[5]
- By January 2020 the value of Total Net Assets managed by the Fund reached €24M with a total number of investors exceeding 1,500.
- In May 2020 Einvestment announced its commitment to accelerate global crypto adoption and started offering its products to Bitcoin holders.[6]
- In January 2021 Einvestment reported annual revenue of €38.1M, which is 253% more than the revenue of 2019.
- In April 2021 Einvestment introduced the release of an extended real-time reporting feature with a detailed structure of portfolio holdings. The new feature enables to investors track performance, changes in portfolio weightings and market value.[7]
- In September 2021 Einvestment released of Android app for investors.
- In December 2021 the Fund has reported 165% year-over-year growth of Assets Under Management.[8]
Investing Procedure
The Fund is focused on investing in Information Technology, FinTech, Blockchain and Digital Assets, Renewable Energy, Artificial intelligence & Robotics sector.[9] The assets in the Fund’s portfolios are diversified by sector, region, currency, asset class and market cap. The Fund’s technical division use a selection of in-house robo-advisors for a broad range of asset classes to ensure dynamic asset allocation with a high portfolio turnover rate.[10]
einvestment employs a modern and straightforward approach to relationships with investors. It provides quick access to investment products via implemented paperless onboarding system and electronic signatures for signing subscription agreements. As of May 2021, the Fund holds over €209M in assets under management.
Responsible Investing
Fund managers at einvestment construct portfolios to deliver high performance alongside sustainable benefits for the environment, society and economy.[11] Social, governance and environmental issues are considered as a part of wider research when analysing company profile. Portfolio managers avoid companies that harm society like alcohol and tobacco companies, weapon manufacturers, chemical makers and companies with high impact on air pollution.[12] As fund managers suppose, these factors play an important part in the long-term performance of the Fund.
Current Operations
Revenue
| Year | Amount |
|---|---|
| 2018 | €1.7M |
| 2019 | €15.3M |
| 2020 | €38.1M |
Assets Under Management
| Timeline | Amount |
|---|---|
| 2018 - December 31 | €4.1M |
| 2019 - July 3 | €9.8M |
| 2019 - December 31 | €23M |
| 2020 - July 11 | €49M |
| 2021 - January 5 | €103M |
| 2021 - May 11 | €209M |
| 2021 - December 7 | €271M |
References
- ↑ EQS-News: Einvestment Fund: Bitcoin Reaches All-Time High of $51K+ After Tesla Reveals a $1.5B Investment - Bloomberg
- ↑ Einvestment Fund: eMarket Store to Be Shut Down with the Start of Mass Vaccination in Europe - PR Newswire APAC
- ↑ Einvestment Fund: NFT Revolution Looks Like an Overhyped Bubble Driven by a Flow of New Users
- ↑ Einvestment Fund reports 253% year-to-year revenue growth and surpasses €100M in Assets Under Management | Markets Insider
- ↑ finanzen.net - Einvestment Fund: The Middle East Ramps up Investments in Renewable Energy
- ↑ Einvestment Fund: COVID-19 Becomes the Main Driver of Digital Economy
- ↑ LON:ROBO | Digital Innovations And Wealth Management: Robo-Advisors | Carl Cotton
- ↑ Einvestment Fund Analysts Report the Shift of Investments in Fintech Sector Towards B2B in 2020 - Benzinga
- ↑ Einvestment Fund: NFT Revolution Looks Like an Overhyped Bubble Driven by a Flow of New Users
- ↑ Einvestment Fund: COVID-19 Vaccine-Driven Stocks Surge as Va... | MENAFN.COM
- ↑ Why Einvestment Is Positively Different And Beneficial For You | Seeking Alpha
- ↑ Einvestment: Hedge Funds Will Surpass $4.5T AUM By 2022 and Will Outperform Their Benchmarks - MarketWatch
