We are committed to building an ecosystem where professionals and experts can gain advantages by sharing their own trading strategies on our platform, which at the same time would bring investors access to more versatile investment options when they subscribe to the 3rd parties strategies. UP platform will provide datasets and tools for strategies contributors to build and back-test their strategies, and will also implement a strict reviewing system in order to approve the qualified strategies for investors to follow. Investors will also be able to communicate and share comments in our community. In addition, we will cooperate with reputable exchanges to optimize our API for investors to use with minimal efforts. On the other side, we can help exchanges boosting trading volume and liquidity.
Provide IDs to register as a qualified strategy contributor
Develop investment strategy offline
Run back-testing online
Upload the strategies for reviewing
Publish strategies on the platform and set up performance fee for subscribers
People choose the preferred strategies to follow
Developed by UP experts, it is the first product on UP Chain, which customizes intelligent investment portfolios for our clients with the inclusion of globally-selected equities, fixed incomes, commodities, real estates, credit projects, etc. Our investment strategy is based on the cutting-edge Wall Street strategy with enhancements enabled by machine learning algorithms and risk management.
We are a team of passionate entrepreneurs: from world-class academic researchers to industry veterans with extensive experience with portfolio management and quantitative trading. We developed our proprietary strategies to build portfolios with reduced idiosyncratic risk from the single market and asset class, leading to a high-growth but low-risk portfolio, especially in the long run. In particular, our investment portfolio is able to deliver much higher performance in terms of both absolute return and Sharpe ratio. Our automatic system collects market and sentiment data in real time, and conducts functions of return forecast, risk management, portfolio construction, and security trading, based on our well-trained algorithms, which is super robust and scalable. The rigorous investment process is the key to the success of Universal Portfolio.
With the proven success of UP Robo-Advisor on traditional asset management, we have developed a full asset management platform that provides our investors the completely un-correlated returns of crypto-assets while mitigating its associated risks by dynamically hedging through traditional financial instruments.
Our advanced trading platform makes it possible to detect the co-integration of cryptocurrencies across major exchanges. The Arbitrage Strategy utilizes data mining and statistical methodology to provide the trading signals by capturing the trading opportunities in a given time frame. A unique weighting scheme is then applied to construct the portfolio with lower risk.
Cryptocurrencies combine the features of high volatility and high return. Our research shows that market volatility has the clustering pattern in the history. The designed Volatility Exposure Control Strategy, which is at the risk control layer, adjusts portfolio exposure based on the regime of market volatilities and reduces portfolio risk
Louis is graduated from University of Oxford. Before he successfully co-founded two startups in China, he has over 5 years experience in the investment management industry, working at PwC and one of the largest state-owned asset management firm in China.
Graduated from University of Toronto Engineering Science Program, Will is experienced in software architect and big data. Prior to joining UP, he has successful experience at two fin-tech startups, taking the role of CTO and the blockchain architect. He is currently consulting for the data science team at Toronto Stock Exchange.
Prof. Chen Feng
Dr. Feng is Professor in University of British Columbia. He is the expert of Machine Learning, Blockchain, FinTech, and Quantum Computing. Dr. Feng is the head of Blockchain research institute in UBC.
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