Paolo Sironi FinTech Thought Leader, IBM Watson Financial Services
GERMANY

Paolo Sironi es un reconocido autor de libros sobre la gestión de cartera e innovación Fintech. En su actual puesto como IBM thought leader for Wealth Management and FinTech Analytics, Paolo vincula las finanzas y tecnología a nivel global, demostrando una sólida experiencia en numerosas áreas incluyendo Wealth Management, Asset Management, Risk Management y Financial Technology.

Antes de IBM, fundó una FinTech (2008) para proporcionar soluciones de inversión basadas en objetivos. La Fintech se convirtió en una parte de IBM (2012) siguiendo el modelo del fondo de adquisición de su partner Algorithmics, líder mundial de soluciones de gestión de riesgo. Paolo tiene una experiencia de una década en gestión de riesgos; anteriormente fue head of market y counterparty risk modeling en Banca Intesa Sanpaolo.

Es el autor de “FinTech Innovation: from Robo-Advisors to Goal Based Investing and Gamification” (Wiley 2016), “Modern Portfolio Management: From Markowitz to Probabilistic Scenario Optimisation” (RiskBooks, 2015), y co autor de“The FinTech Book” (Wiley, 2016).

Los post de Paolo se pueden leer en Linkedin, Twitter @thepsironi o en su web personal thepsironi.com

  • 22 Miércoles 15:15 – 15:35 Session III Investment  & Wealth Management –
    FinTech Innovation: from Robo-Advisors to Goal Based Investing and Gamification.
    The Wealth Management industry is facing a period of profound transformation due to technology, investors’ behaviours and regulation. Wealth Management institutions can build a successful agenda for digital innovation only if they understand the shift from a distribution channel of financial products into a distribution channel of financial advice. This is not easy, and Robo-Advisors are the best representation of this change of approach. Yet, Robo-Advisors themselves cannot move out of the disruption they created if they do not embrace more aggressively the principles and methods of Goal Based Investing. The industry must innovate in FINance and not only in TECHnology, which means to transform the quantitative methods beyond Modern Portfolio Theory to craft a better inter-temporal understanding of the potential future performance of actual products, actual liabilities hence actual portfolios against financial targets (asset values or post-retirement income streams). The professional shift from a market oriented perspective towards a client/portfolio centric definition of the asset allocation can be facilitated by Probabilistic Scenario Optimisation. But risk and return, alias fears and ambitions, cannot enter the new equation if investors and their advisors do not change at the same time their behavioural approach to investing. Therefore, educational Gamification has the potential to become a growing field of innovation, to help educate digital financial advisors and their digital clients, to change their investment behaviour by learning what money is for, how to invest and what to believe in when setting financial goals.

ico-linkedin

IBM Risk Analytics permite a las empresas más exitosas del mundo tomar decisiones arriesgadas a través de los programas más inteligentes de gestión de riesgo y metodología, impulsando el rendimiento del negocio y mejores resultados. La combinación de las capacidades de la gestión de riesgo de Algorithmics y OpenPages pueden ayudar a su compañía a lograr crecimiento rentable, incrementando la demanda para el cumplimiento normativo en las condiciones de mercado volátiles y complejas de hoy en día.