James Claridge

Principal / Investfit

Investfit improves peoples' lives by maximising their financial outcomes and giving greater confidence in those outcomes. Current financial advice:

  1. subjectively assesses clients' fear of short-term volatility
  2. selects investment strategies based on that fear
  3. projects financial outcomes based on those investment strategies
  4. uses deterministic projections, so clients' actual outcomes have a 50% chance of being inadequate.

This is the wrong way around. Investfit turns this process on its head and combines optimisation routines with stochastic projections to find investment strategies that maximise clients' financial outcomes given their current financial situation and the level of confidence they need.