Heng An Standard Life Asia unveils pioneering online investment platform

The new Investment Choices Centre covers more than 200 investment options from top asset managers.

Many would-be investors are daunted by the complexity of the market. Few have the luxury of spending time to study various investment choices; and many end up putting off crucial investment choices.

To help customers make smarter investment decisions, Heng An Standard Life Asia Limited (HASL Asia) has launched the Investment Choices Centre (ICC), a one-stop online platform offering comprehensive and convenient investment choice search and analysis. The ICC covers more than 200 investment choices that are linked to the underlying funds managed by world-renowned investment managers, helping customers make the best choices depending on their needs.

Interactive and comprehensive comparison of investment choices

Powered by Morningstar Asia Limited, the ICC is more than just an online platform. It also includes dedicated support for professional independent financial advisers (IFAs), who help ensure that customers have the information they need as they navigate through their investment journey.

The ICC offers professional support to customers in six areas. First, it provides Morningstar’s reference benchmarks to give customers a reference for investment choices filtering. The platform also provides clear disclosure of risk measures, giving customers clarity about the nature of investment choices. Customers also receive holistic information about their investments, as the platform clearly illustrates the cumulative and annual performance of underlying funds.

Most importantly, customers are able to receive daily performance data updates on their portfolios. The platform also offers an interactive investment choice performance charts and comparison illustrations for analysing investment choices. Lastly, the platform is designed for easy operation: search criteria are found under an all-in-one screen, allowing users to easily screen investment choices that meet their needs.

“HASL Asia is dedicated to offering more to customers as the company benefits from our expertise in investment-linked insurance. We continuously provide various investment tools and services for both customers and IFAs to build customer trust and enhance customer financial resiliency,” said Olivia Liu, chief executive of HASL Asia.

HASL Asia also constantly reviews the performance of the investment choices, and studies current and emerging market trends to offer the best of breed in different asset classes, allowing customers to manage risk and generate return under different market situations. 

Holistic support

To further facilitate IFAs in serving customers, HASL Asia has developed its own model portfolios strategised by the company’s newly-established investment function. These model portfolios adopt a top-down asset allocation approach to provide references for IFAs amid the current market situation at three different risk levels – low, medium and high, respectively. Furthermore,  the model portfolios give higher priority to investment choices with distinctive theme features and good performance.

As part of its holistic service, HASL Asia also organises fortnightly investment webinars for its IFAs. With over 20 internationally renowned asset managers on its investment choices platform, HASL Asia uses its strong network to ensure that IFAs stay informed on macro market trends from world-class asset managers. Through these efforts, HASL Asia ensures financial resiliency for all its customers.

“The new Investment Choices Centre aims to provide customers with more convenient information services to empower them on their investment journey, which echoes our brand proposition ‘Get more from life’. We will continue to expand our investment-linked insurance business and traditional life business to provide a wider suite of wealth-focused propositions for customers,” Liu noted.