Since the beginning of 2024, clients of the VTB broker have earned more than 22% on investment advisory strategies on the Russian Consulting exchange, exceeding the Moscow Stock Exchange index. Revenue from the “Artificial Intelligence” robo-advisor strategy exceeded 13%. Such data was published as part of the Data Fusion-2024 conference.
The result of the model portfolio for the first quarter of the year is “Russian stocks. The rate of “Active trading” Advisory Pro reached 22.46% – the strategy involves the use of margin trading. And the result of the Advisory Lite portfolio of Russian shares was 11.40%. Thus, customers saw the Moscow Stock Exchange index gain 14.11% and 3%, respectively. 05 outperformed.
VTB broker experts note that the result was influenced by the timely decisions made by the company’s team of investment advisors and analysts.
The proposed solutions include closing positions in Alrosa shares at the beginning of the year, speculative purchases of Yandex receipts against a background of positive news, closing positions in Sovcombank shares due to the rapid growth of securities and Severstal against the backdrop of payment expectations. In addition to the dividend distribution, the sale of SGC shares due to the increase in gold prices and the company reaching a fair valuation level.
The company emphasized that VTB’s robot advisor continues to show good results. The most profitable strategy since the beginning of the year has been the “Artificial Intelligence” robot based on mathematical algorithms. Clients who chose this earned 13.17% in the first quarter, outperforming the Moscow Stock Exchange Total Return Index by 4.82%.
Sergei Zakharov, head of VTB Financial Advisory Directorate, noted that recently more and more clients are turning to investment advisors for advice.
According to him, this is due to the results shown by the company’s strategies.
“The digital assistant in the VTB My Investments application, the robo advisor, is also gaining popularity – its portfolio already exceeds 20 billion rubles. At the same time, one in four clients of the broker who invested with a robo-advisor chose the “Artificial Intelligence” strategy, Zakharov said.
He believes investors are impressed by the strategy’s returns. Zakharov added that it returned more than 61% last year, outperforming the Moscow Stock Exchange Total Return Index by 7.6%.
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Source: Gazeta
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