auctus high-level overview v9dl.auctus.org/auctus_project_overview.pdf* willis towers watsonglobal...
TRANSCRIPT
1 Mission Statement
2 Idea
3 Auctus Platform
4 Token Model
5 Competition
6 Value Proposition
7 Development
8 Roadmap
9 Advisors & Team
10 Exchange Listings
11 Media Coverage
Page - 2
Mission StatementOur Vision
Empower retirement savers
Auctus’ mission is to put the retirement saver back in control by offering access to a global
investment platform that allows users to create optimized portfolios of bonds, stocks and
cryptocurrencies.
Transparency & Trust
Enabling well informed decisions, by using blockchain to increase transparency and
automation, and ultimately increase trust towards the chosen retirement plan.
Community Driven
Auctus’ vision is to create a platform by the community, for the community and to be as
decentralized a possible and as much community driven, owned and managed as feasible.
Auctus High-Level Project Overview, May 2018 Page - 3
IdeaRadically change retirement planning
Creating a retirement & goal-based savings platform that:
¤ Empowers the retirement saver
¤ Is driven by the community
¤ Allows for a mix of traditional / crypto investments
¤ Provides robo advisory and analytics
¤ Ensures information and fee transparency
¤ Automates processes
¤ Has goal based fees embedded in smart contracts
Page - 4Auctus High-Level Project Overview, May 2018
Introducing the Auctus PlatformThe next generation of retirement planning
Page - 5
¤ Crypto & Traditional Assets
¤ Analytics & Robo Advisory
¤ Apps to customize platform
¤ Community driven marketplace
¤ Transparency
¤ Automated processes
Auctus High-Level Project Overview, May 2018
Source:Auctus
Crypto & Traditional AssetsPlatform Features
Page - 6
¤ Trade crypto & tokenized traditional assets from one interface
¤ Virtually upload existing retirement plan (such as 401k/IRA plans)
Auctus High-Level Project Overview, May 2018
Holistic ApproachPlatform Features
Source:Auctus development
¤ See all your retirement savings in one place
¤ Upload existing retirement plans such
as 401k/IRA plans to
the platform
¤ Only a holistic
approach allows you to properly analyze and
define an adequate
portfolio strategy
Page - 7Auctus High-Level Project Overview, May 2018
Analytics Platform Features
Page - 8
Run analytics on the entirety of your retirement savings!
¤ Scenario Projections
¤ Risk Metrics
¤ Portfolio Optimization
¤ Crisis Hedging
¤ Actuarial Analysis
These tools will help users to have a full understanding of their
portfolios.
Auctus High-Level Project Overview, May 2018
Source:Auctus development
Robo AdvisoryPlatform Features
Page - 9
Robo Advisors to assist you 24/7 to select investments and build a
diversified portfolio.
¤ Recommendations to
implement your investment
strategy
¤ Peer analysis based
recommendations
¤ Automated allocations
¤ Automated rebalancing
¤ Tax optimization advisory
Source:Auctus development
Auctus High-Level Project Overview, May 2018
MarketplacePlatform Features
Customized apps & services marketplace
Page - 10
App Store
¤ Retirement apps developed by the
community for the community
¤ Apps as simple as reminders, to
complex robo-advisory apps
¤ Users can purchase apps with AUC token and developers can generate
an income stream.
Human Advisory
¤ Purchase additional advisory from
experts via the marketplace at the best global market rate
¤ Offer your advice to others, no
matter where you live
Joe Shapiro (4.1)
Speciality: Risk Advisory, Diversification
Fee/h: 500 AUC
Contact
Auctus High-Level Project Overview, May 2018
Token ModelThe AUC token is the basis for a strong community
Page - 11
¤ All users will have to hold a certain amount of AUC token in escrow
¤ All transactions on the marketplace will have to be made in AUC token
§ Payments for apps
§ Payments for services
¤ Incentives for good behavior ensured
by smart contracts:§ Payments of apps can be linked to
results.
§ No payment for bad advice!
Consult whitepaper for more details
Auctus High-Level Project Overview, May 2018
CompetitionAuctus is a first mover in its target market
Page - 12
Unique market positioning due to:
¤ Combination of latest technology
§ Advanced Analytics§ Robo Advisory
§ Smart Contracts
§ Blockchain
¤ Decentralized (no middlemen)
¤ Information and fee transparency
¤ Truly global
¤ Community driven
Total pension assets of USD 36 trillion*
*WillisTowersWatson GlobalPensionAssetsStudy2017
Auctus High-Level Project Overview, May 2018
Value PropositionKey advantages of the Auctus Platform
Page - 13
Decision Power
¤ Data Transparency
¤ Fee Transparency
¤ Well informed decisions
Holistic Approach
¤ All your retirement savings in one user interface
¤ Only a holistic approach
allows for proper analysis
and portfolio construction
Long-term focus
¤ Focus on retirement and goal based saving
¤ Specialized robo and
analytic tools
Removal of cost layers
¤ Cutting out middlemen
¤ Avoiding expensive fee
structures
¤ Best global rates
Transparency
¤ Providing highly needed transparency
¤ Information transparency
¤ Fee transparency
Result oriented fees
¤ Allowing for smart contract driven fee structures, based
on actual results
Auctus High-Level Project Overview, May 2018
DevelopmentGradual progress with sensible milestones
Page - 14
Demo Alpha Beta Ceres Phoebus Minerva Jupiter
Testnet ● ●
Mainnet ● ● ● ● ●
Desktop UI ● ● ● ● ● ● ●
Mobile UI ● ● ● ● ● ●
Analytics ● ● ● ● ●
Robo Advisory ● ● ● ● ●
Human Advisory ● ● ● ● ● ●
Marketplace ● ● ● ● ● ●
Virtual Asset Upload ● ● ● ● ● ● ●
Cryptocurrency Trading ● ● ● ●
Traditional Assets ● ● ●
Automated Rebalancing ● ●
Recurring Funding ●
¤ Demo released in
October 2017
¤ Alpha release
expected prior to
token sale
Auctus High-Level Project Overview, May 2018
Alpha released, Beta being developedThe already was already released and beta expected in Q3 2018
Source:Auctus
Alpha
¤ Demo was released on the Rinkeby Testnet in February 2018
https://platform.auctus.org/
Follow our development on
GitHub:
¤ HTML, JS and CSS code available at:
https://github.com/AuctusProject
Page - 15Auctus High-Level Project Overview, May 2018
Auctus LabsAuctus is closely collaborating with other leading teams on development
Page - 16Auctus High-Level Project Overview, May 2018
¤ Auctus Labs is aiming to replace
centralized components of the platform with decentralized ones,
in an attempt to further
decentralize.
¤ The lab is collaborating currently
with Ethfinex, Ripio Credit Network, Request, 0x project,
Melonport, Amadeus and
Bluzelle and powered by
Aragon.
¤ Further details: https://blog.auctus.org/launch-of-
auctus-labs-9ff5ffe26e32
RoadmapMilestones to allow for a fast market entry
Page - 17
Q1 2017 § First Whitepaper Drafts
Q2 2017 § Launch of Auctus
Q3 2017 § Pre-sale
Q4 2017 § Demo release
§ Business Advisory Board
Q1 2018 § Strategic Partnerships
§ Company Incorporation
§ Alpha Release
§ Main Token Sale
Q2 2018 § Partnership with exchanges
Q3 2018 § Beta Release (analytics & advisory)
Q4 2018 § Ceres Release (cryptocurrency assets)
Q1 2019 § Phoebus Release (tokenized assets) / Traditional Asset Management Licenses
Q2 2019 § Minerva Release
Q3 2019 § Jupiter Release
Auctus High-Level Project Overview, May 2018
Advisory BoardIndustry Experts advising Auctus
Martijn van EckHolland Fintech
¤ PensionTech Advisor
¤ Founding Partner at
Symetrics, European
FinTech50 company,
specialised on actuarial
and risk analytics
software
¤ BSc Hogeschool van
Arnhem en Nijmegen,
Netherlands
Steven Clark, PhDHorizon Investments
¤ Financial Advisor
¤ Associate Professor of
Finance at the
University of North
Carolina at Charlotte
¤ Managing Director at
Horizon Investments
¤ Ph.D. in Mathematical
Sciences and a Ph.D.
in Applied Economics,
Clemson University
Page - 18
Adam GreetisSeyfarth Shaw
¤ Legal Advisor
¤ Previously Board
Member at Human
Resources Mgmt
Association Chicago
¤ B.A. from the University
of Illinois at Urbana-
Champaign and J.D.
from Chicago-Kent
College of Law, Illinois Institute of Technology
Eric PaleyNixon Peabody
¤ Legal Advisor
¤ Previous positions at
Hodgson Russ, Harris
Beach and Medeva
¤ B.A. from Cornell
University and J.D.
from Syracuse
University College of
Law
Auctus High-Level Project Overview, May 2018
Philippe Castonguay0x project
¤ Project and
development advisor
with focus on
collaboration with other
cryptocurrency projects
¤ Former 0x relationship
manager for developers
¤ Studied statistics at
University of Montreal
TeamA solid team of developers, finance specialists and entrepreneurs
Page - 19
Moreinformationat:https://auctus.org/team/
Auctus High-Level Project Overview, May 2018
Raphael VantroostCEO
Daniel DuarteCTO
Vinicius MeloHead of Strategy
Ludmila LopesHead of Marketing
Daniel BoaventuraHead of Operations
Felipe SilveiraProject Manager
Thiago AraujoLead Developer
Guilherme GusmanSenior Software Engineer
Ariny GuedesLead Ethereum Engineer
Daniel VitorinoSenior Software Architect
MembershipsSeeking Best Practice and Industry Knowledge
Page - 20Auctus High-Level Project Overview, May 2018
Part of Multichain Asset Managers Association (MAMA)
MAMA is a trade body, initiated by MelonportAG, which represents asset management
companies, investors, technology providers, service providers and ecosystem players
interested in working towards a new vision for asset management using blockchain and other supporting decentralized technologies.
Member of the Enterprise EthereumAlliance (EEA)
The EEA connects Fortune 500 enterprises, startups, academics, and technology vendors
with Ethereum subject matter experts. The EEA is helping to evolve Ethereum into an
enterprise-grade technology, providing research and development in a range of areas.
Exchange ListingsLiquidity for AUC token holders
AUC token currently traded at:
Pending – Under Community Review:
Page - 21Auctus High-Level Project Overview, May 2018
Media CoverageAuctus was broadly featured in crypto and retirement media
www.benefitspro.com/2017/10/13/retirement-planning-could-see-
benefits-from-blockc
Auctus was featured on:
www.forbes.com/sites/rachelwolfson/2018/03/28/millennials-speak-out-about-investing-in-
cryptocurrencies-for-retirement-funds/
www.bna.com/blockchain-technology-hits-n73014470448/
As well as on:
www.thinkadvisor.com/2017/10/03/auctus-hopes-to-offer-blockchain-based-annuity-dis
Page - 22Auctus High-Level Project Overview, May 2018
Page - 23
AppendixWhy a mix of crypto and traditional assets are intersting for
retirement and goal-based saving portfolios
Crypto & Traditional Asset MixLimiting risk, yet keeping a healthy upside
Page - 24
Having a mix of traditional and cryptocurrency
assets has multiple advantages ranging from risk/return aspects to diversification.
A study run by Signal Plot calculated the correlation between 1400 ETFs vs. Bitcoin. The
study calculated a correlation between bitcoin and other financial assets of -0.1 and +0.1, which is extremely low.
This is a strong argument for including bitcoin
and other cryptocurrencies with similar correlations, as a significant part of a portfolio of risky assets. Finding and adding an
uncorrelated asset to a portfolio can act as a powerful source of diversification by increasing
the portfolio’s sharpe ratio.
Sources:SignalPlot
Auctus High-Level Project Overview, May 2018
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