What Will an Investment Portfolio Look Like in the Next Decade?
-
date post
19-Oct-2014 -
Category
Business
-
view
146 -
download
0
description
Transcript of What Will an Investment Portfolio Look Like in the Next Decade?
Darren Westlake, CEO
@dazwest
@Crowdcube
What will an investment portfolio look like in the next decade?
Everyday Investor Savings account PensionSome risk and sophistication Primary stock marketsDiversified and high sophistication Private company investments (angels) More diverse asset classes
Old World Investment Portfolio
Best investments for elite and wealthiest Offline, paper based process,
intermediaries/advisors, high minimums
Old World
Crowdcube and AltFin approach
Investments open to anyone regardless of wealth or connections (v. low minimums)
New innovative structures for investment without historic bureaucracy, overheads – hence faster and at a lower cost
Direct investments Available online, anytime, anywhere Global basis Range of really diverse investment asset
types
New World
Equity Debt P2P P2B Property Racehorses Wine Art Athletes/Sports stars Bands Films Others….
Asset Classes available
Property
Debt based
Athletes/Sports stars
Racehorses
Niche/vertical investment platforms
Others……Film, Fine art, Jewellery, High end cars
Proliferation and then consolidation
Geographic diversity
Global Equity Crowdfunding Platform
Aggregators and API’s
How will deals be accessed and managed?
Aggregators and API’s
Up Investments
Crowdwatch
Crowdwatch
Trends towards aggregation
Exceptions – market consolidation
Aggregators and API’s
API
Others
Portfolio
Portfolio 2024
True democratisation True diversification
Different asset classes Sectors Stages Geography
Accessed by mobile/tablet
Darren Westlake, CEO
@Crowdcube@dazwest
www.crowdcube.com