Results 121 to 130 of about 262 (170)

Robo-advisors: A systematic literature review

open access: yesFinance Research Letters
Using a systematic literature review, our study analyzes articles on robo-advisors between 2017 and 2022. Our review identifies four relevant research streams: early classification of robo advisors, behavioral topics, performance, and algorithm modelization.
Giovanni Cardillo, Helen Chiappini
exaly   +2 more sources

Algorithm Aversion as an Obstacle in the Establishment of Robo Advisors

open access: yesJournal of Risk and Financial Management, 2022
Within the framework of a laboratory experiment, we examine to what extent algorithm aversion acts as an obstacle in the establishment of robo advisors. The subjects had to complete diversification tasks. They could either do this themselves or they could delegate them to a robo advisor.
Ibrahim Filiz   +2 more
exaly   +4 more sources

Robo-advisor and Expert Advisor

2021
A robo-advisor is an investment advisor based on core artificial intelligence technology. The technology encompasses perceptual intelligence, related to human sensory awareness such as vision and hearing; and cognitive intelligence, linked to human language, understanding and logic, such as learning, reasoning, thinking, and planning.
Dawei Zhao, Wenting Zhang
openaire   +1 more source

Who Are Robo-Advisor Users?

Journal of Finance Issues, 2019
The purpose of this study is to explore the demand for robo-advising services by analyzing the participants’ behavioral characteristics and investment patterns. With the 2015 Financial Industry Regulatory Authority Investor data, we found that robo-advisor users were younger investors with high risk tolerance, whose self-assessment of financial ...
Kim, Seongsu David   +2 more
openaire   +2 more sources

Robo Advisors

The rise of the metaverse demands a time of transformation, altering mortal ties and visitors in virtual environments. In the context of the metaverse, robo-advisors are autonomous digital systems designed to assist consumers with financial advice, as a result of the fusion of artificial intelligence and fiscal technology.
Elke Strauß, Markus Bramberger
  +4 more sources

A Portfolio Selection Model for Robo-Advisor

2018 5th IEEE International Conference on Cloud Computing and Intelligence Systems (CCIS), 2018
In order to build a portfolio selection model for a robo-advisor, which can be used on ETFs of mainland China and get the efficient frontier, a number of models based on the mean-variance model are studied and analyzed experimentally, the results show that the hybrid model using Hopfield neural network and genetic algorithm can output efficient ...
Liping Chen   +3 more
openaire   +1 more source

Artificial Intelligence for Conversational Robo-Advisor

2018 IEEE/ACM International Conference on Advances in Social Networks Analysis and Mining (ASONAM), 2018
With the advent of the artificial intelligence (AI) era, the combination of AI with financial technology (FinTech) has become a development trend in the financial industry. However, deep learning (DL) on the application of automated financial management has been rarely investigated.
Min-Yuh Day   +2 more
openaire   +1 more source

The Emergence of the Robo-Advisor

2019
Abstract Robo-advisors are online services that use computer algorithms to provide financial advice and manage customers’ investment portfolios. This chapter describes the development of the robo-advisor industry and compares robo-advisors to traditional human financial advisors.
Fisch, Jill   +2 more
openaire   +2 more sources

Are Robo-Advisors Fiduciaries?

SSRN Electronic Journal, 2017
This paper addresses whether robo-advisors are “fiduciaries.” The simple answer is “yes.” As registered investment advisers, robo-advisors are deemed to be “fiduciaries” that owe a fiduciary duty of loyalty to their customers and can be liable for breach of fiduciary duty. But that is only half of the equation.
openaire   +1 more source

Shariah-Compliant Robo-Advisors

2023
This chapter discusses the role of financial technology in Islamic finance. The chapter explores the Islamic finance principles and the key components of the robo-advisory systems, including portfolio management, client profiling, socially responsible investing, and key players in the Shariah-compliant investment horizon.
Jayant Hooda   +3 more
openaire   +1 more source

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