MPF Buddy (pro)

    MPF Buddy (pro) icon

    MPF Buddy (pro)

    by: 3 6

    6 Users



    Our mission is to provide intermediaries with a complete MPF recommendation solution to search, track and monitor their recommendation to their clients. We believe wealth planning, including MPF portfolio, is more than picking the highest return fund.

    Knowing clients' individual finance situation, intermediaries could recommend MPF funds that suit their clients' required return, risk tolerance and their investment objectives.

    Other than professional investment KPIs, our MPF*buddy benchmarks Hong Kong MPF funds is provided for your reference. With MPF Buddy Indexes, intermediaries can easily make recommendations to their clients and explain the reasons behind. Further, the expected return and risk level can be deduced for their clients’ reference.

    All KPIs and indexes are compiled based on the official public data. The provided KPIs and MPF indexes not only make your recommendations clear and convincing, it may save you from regulator’s unnecessary challenges in the future.

    Professional KPIs
    •Sharpe Ratio

    MPF*Buddy Indexes (3-year monthly contribution $1,000)
    •Guarantee Index: Ability not to lose money
    •Value Index: Ability to beat inflation
    •Return Index: Ability to grow in percentage.
    •Funds' current value
    •FER index: The fund expense ratio

    Further, intermediaries can track their clients’ MPF portfolios value and risk level with our portfolio.

    *** This version required to purchase 3-month data services ***

    Tags: 強積金*好幫手 , 強積金推介

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