Essays about: "financial advisor"
Showing result 1 - 5 of 51 essays containing the words financial advisor.
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1. The future financial advisor - A qualitative study examining how the emergence of robo advisory services are reshaping the role of the financial advisor
University essay from Handelshögskolan i Stockholm/Institutionen för marknadsföring och strategiAbstract : With the acceleration of technological innovation and the exceeding use of artificial intelligence, conditions in the labour markets are changing and employee roles are being transformed. The assets under management for robo advisory services are continuing to grow in size. READ MORE
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2. Robo-Advisor portfolioperformance : Studying the effects of building an efficientportfolio from Value at Risk, ExpectedShortfall and Mean-Variance optimization
University essay from Blekinge Tekniska Högskola/Institutionen för industriell ekonomiAbstract : In this research we conduct an in-depth examination of the several financial theories as well asevaluating different implementations of a hypothetical Robo-advisor and the correspondingperformance under market stress (COVID-19). Thus, we contribute a view on Robo-advisors’ benefitsand limitations, providing a foundation for better understanding its potential. READ MORE
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3. Understanding the Implications of Sustainability Inclusion : A Case Study of the Role of the Financial Advisor and Sustainability
University essay from KTH/Industriell ekonomi och organisation (Inst.)Abstract : The role of the financial advisor is subject to fiduciary duty, which means that the advisor always should act in the best interest of the client and has traditionally referred to the financial aspects. Finance is now experiencing a revolution, where the concept of sustainable finance is on the agenda of many actors when the sustainability amendments to MiFID II entered into force, as part of the EU Action Plan on Sustainable Finance. READ MORE
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4. Using a Hidden Markov Model as a Financial Advisor
University essay from KTH/Skolan för elektroteknik och datavetenskap (EECS)Abstract : People have been trying to predict the stock marketsince its inception and financial investors have made it theirprofession. What makes predicting the stock market such ahard task is its seemingly random dependency on everythingfrom Elon Musks tweets to future earnings. READ MORE
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5. Aligning ownership and control
University essay from Lunds universitet/Företagsekonomiska institutionenAbstract : Abstract Title Aligning ownership and control Seminar date 15 January 2021 Course Bachelor's Thesis in Corporate Finance (FEKH89) Authors Alexander Bjarte, Jakob Gerby, Melker Melin Thesis Advisor Anamaria Cociorva Key words Insider Ownership, Financial Performance, ROA, Tobin’s Q, Asset Allocation, Decision Making Purpose The aim of this study is to investigate whether equity ownership amongst the decision making management of a firm is positive for financial performance. Methodology In order to achieve the purpose of the study, a quantitative method with a deductive approach was used. READ MORE