Rising Sum has a growing role in the wake of the Retail Distribution Review (RDR), which is changing the investment landscape. With the emphasis now firmly on transparency, investors are keenly aware of the cost of financial advice and are seeking new ways to explore the equities marketplace. For DIY investors, Rising Sum applies the acquisition criteria that have proved so successful for Warren Buffett, by scoring companies on how closely they match it.
Commenting, Brian Kelly, CEO of Rising Sum, said: “Rising Sum is a proven platform based on a proven strategy. Over the last year we have clearly demonstrated how the technology focuses the principles of value investing to winning effect. In addition, as more people choose to go-it-alone, thus avoiding high entry fees and the ongoing costs of managed funds, Rising Sum offers a complete infrastructure for DIY investors to harness the benefits of value investing and take charge of their own investment strategies. It’s the perfect platform for a marketplace that’s now increasingly driven by the Retail Distribution Review.”
Kelly also underlined Rising Sum’s appeal for brokers. “It’
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Brian Kelly - CEO
Rising Sum Analytics Ltd.
+353 89 440 9995
Notes for Editors
About Rising Sum
Rising Sum is a provider of investment and trading platforms to direct subscribers as well as financial institutions, advisers and money managers. A white label version of the risingsum.com platform is available for distribution under third-party branding.
Rising Sum’s proprietary screening methodology enables self-directed investors and equity traders to quickly screen entire indices and find companies that either demonstrate historical and fundamental data consistency, or improvement, across key ratios.
For a more detailed explanation of how Rising Sum works and a snapshot of a portfolio go to - www.risingsum.com/
Rising Sum is a client of Enterprise Ireland. Regd. in Ireland, company no. 522223.