In this week's Investment Influencers video interview, profiling the most respected individuals who select funds, decide ratings or otherwise influence the allocation of investor fund flows, we chat to Oren Kaplan.
Kaplan is cofounder and CEO of www.SharingAlpha.com, a user-generated fund ratings and model portfolios platform that has been described by the Financial Times as being where "Morningstar meets TripAdvisor". The site, says Kaplan, has recently become the world's largest fund rating agency in terms of the number of fund analysts contributing to its ratings. A partner at an asset management firm that currently has $38bn (£29.6bn) under management, Kaplan has more than 20 years' experience in senior management positions in the financial sector. He is the author of the best-seller Psycho-Fin...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes