Due to the complexity of today’s financial landscape, many private investors often find themselves at a disadvantage, lacking access to the sophisticated tools and insights available to institutions and professional investors. We believe that the Sad Rabbit platform can go a long way in addressing some of these disadvantages by offering professional-grade features to all investors, regardless of their experience or portfolio size. In this guide, we will explore the key features that make Sad Rabbit a game-changer for private investors and how our tools can be used to start managing your portfolio.
What are Asset Class Views?
One of the most challenging tasks for a private investor is deciding what areas of the market to invest in and when. Trying to keep track of multiple sectors and asset classes can be extremely time-consuming and complex, so to simplify this process, we are monitoring all major asset classes in the investment universe and rating them using analyst views from across the industry. Each asset class receives a favourability rating based on views from professional analysts, offering our users a quick snapshot of current market sentiment in every major asset class. Additionally, Sad Rabbit's proprietary model calculates expected returns for each asset class over a ten-year horizon, providing a strategic outlook that will help investors align their portfolios with their financial goals.
By providing a clear summary of where other market participants are currently investing, our platform can transform high-level macroeconomic trends into actionable investment strategies, helping private investors align their portfolio allocations with the broader market sentiment. This allows private investors to access the market intelligence typically reserved for professional investors, making more informed decisions without requiring extensive research resources.
What is a Model Portfolio?
Building on the insights from Asset Class Views, Sad Rabbit has developed a Model Portfolio that can act as a reference point for investors looking to build their own globally diversified portfolio. A model portfolio is a collection of assets, such as equities, bonds, and alternatives, designed to align with a specific set of investment objectives and risk parameters.
However, our platform's model portfolio is particularly noteworthy, as we used the in-depth asset class analysis in the previous section to construct it. Furthermore, this portfolio is dynamic, so it adjusts the underlying asset allocation based on the current ratings of each asset class, allowing it to adapt to shifting market sentiments and economic trends. This feature provides investors with a globally diversified portfolio that reflects the current thinking of professional market participants.
What is Fund Analysis?
Our platform provides a Fund Analysis tool to bridge the gap between the model portfolio’s high-level asset allocation and the construction of a private investor’s portfolio. This feature offers a curated list of individual funds corresponding to the model portfolio's specific sectors and geographical regions. The fund selection encompasses a range of management styles, fund vehicles, and ESG credentials, allowing investors to build personalised portfolios guided by the shortlist. We have included a diverse selection of funds to enable our users to tailor their portfolios to their individual preferences and investment objectives while maintaining alignment with the platform's overarching investment strategy.
The platform includes active investment funds, which are professionally managed and seek to outperform market benchmarks through selective investment choices based on rigorous research and analysis. Alternatively, for those preferring a more hands-off approach, passive investment funds are also featured. These funds aim to replicate the performance of specific market indices by holding the same investments in the same proportions, offering broad market exposure with typically lower fees.
The shortlist also includes Exchange-Traded Funds (ETFs), which combine the diversification benefits of traditional funds with the trading flexibility of individual stocks, making them an increasingly popular choice among investors. Lastly, recognising the growing importance of responsible investing, our Fund Analysis tool includes a selection of ESG (Environmental, Social, and Governance) funds, which focus on filtering companies to ensure they meet specific ethical and sustainability criteria.
By providing a carefully selected shortlist of funds for each sector in the model portfolio, our platform aims to help investors find suitable investments that align with our overarching strategy while maintaining flexibility for individual decision-making. This feature streamlines converting high-level asset allocation strategies into practical implementation, helping private investors build personalised portfolios guided by professional insights.
Our Mission
As the financial landscape continues to evolve, we believe that platforms like Sad Rabbit will play a crucial role in supporting private investors to become more hands-on with managing their portfolios. We want to ensure that all investors, not just professionals and institutions, have the tools they need to navigate the financial markets with confidence. Whether you're taking your first steps in investing or looking to enhance your existing approach, our platform aims to simplify the complexities of investing while equipping you with the tools needed to make informed investment decisions.