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Yufeng Xie

Author

Yufeng Xie

CEO · Envestboard

20+ years in finance
ENSAE Paris Institut Polytechnique de Paris
Fintech wealth tech
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About

Yufeng Xie is an expert in asset allocation and artificial intelligence applied to investment. A graduate of ENSAE - Institut Polytechnique de Paris, he has more than twenty years of experience in finance, investment management and wealth technology.

He notably worked as a portfolio manager for financial institutions, building deep expertise in market analysis, asset allocation, portfolio optimisation and risk management.

Over the course of his career, his work expanded to analysing major global economic, financial and geopolitical dynamics and their impact on investment decisions. He has also published research on quantitative methods for portfolio optimisation and risk management.

He is now CEO of EnvestBoard, a fintech specialising in investment decision-support and portfolio allocation technologies, used by wealth management professionals in France and internationally.

Through Chremyle, Yufeng Xie pursues one ambition: putting investment technologies, until now mostly accessible to institutional investors, at the service of more effective, objective wealth advice accessible to as many people as possible.

His career and research work were featured in a portrait in a special edition of L'Agefi, dedicated to the use of modelling and new technologies to advance wealth management practices.

Areas of expertise

Life insurance PEA & PER ETF & funds SCPI Investment tax Behavioural biases Private equity Discretionary mgmt