Essays about: "robo-advisors"

Showing result 1 - 5 of 8 essays containing the word robo-advisors.

  1. 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 strategi

    Author : Alva Wiksten; Hanna Meesenburg; [2022]
    Keywords : Robo advisory services; Financial advisors; Transformation of employee roles;

    Abstract : 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

  2. 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 ekonomi

    Author : Tobias Brännvall; Stella El Masry; [2022]
    Keywords : Fintech; Robo-advisory; Innovation;

    Abstract : 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

  3. 3. Do investors walk their talk? Intention-behavior consistency of robo-advisor investors during stock market downturns

    University essay from Handelshögskolan i Stockholm/Institutionen för finansiell ekonomi

    Author : Philipp Schwan; Elisabeth Julia Stephanie Six; [2022]
    Keywords : Investor behavior; Robo-advisor; Self-regulation; Intention-behavior gap;

    Abstract : Robo-advisors, as computer-automated investment platforms following passive investment strategies, have gained a lot of popularity, customers, and assets under management in recent years. They offer accessible and affordable wealth management solutions to a wide customer base through low fees and minimum investment amounts while providing well-diversified portfolios at individually assessed risk profiles. READ MORE

  4. 4. "Can’t anyone just do it for me?!" : A qualitative study of 10 women’s views on investments and robo-advisory

    University essay from

    Author : Tom Cevey; Emma Ojala Burman; [2019]
    Keywords : Robo-advisor; financial literacy; investment; technology adoption;

    Abstract : Robo-advisory is a new service in the financial market and is designed to support financial decisions. Previous researches show that attitudes toward robo-advisory are an important aspect of their acceptance, and therefore this study is designed to investigate how the attitudes to robo-advisory is affected by five chosen factors. READ MORE

  5. 5. Robo-advisors on the Swedish Market : From a Portfolio Management Perspective

    University essay from Högskolan i Jönköping/Internationella Handelshögskolan

    Author : Sebastian Mhanga; Axel Berg; [2019]
    Keywords : ;

    Abstract : Robo-advisory is a new category in portfolio management and the investment management industry. Few studies have been done on how robo-advisors’ perform in the long run. The purpose of this research is to replicate and backtest the Swedish robo-advisors’ from 2010 to 2019 and analyse their performance. READ MORE