Results 161 to 170 of about 81,753 (203)

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, Kun Liu, Yanwei Wang, Haoming Zhang   +3 more
openaire   +2 more sources

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, Vinita Singh, Mansur Ahmed Kazaure, Rohit Singh   +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, Jian-Ting Lin, Yuan-Chih Chen   +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, Laboure, Marion, Turner, John A.   +2 more
openaire   +2 more sources

Review of robo-advisor platforms

2022
Robo-advisors are gaining greater popularity, partly due to the ease of usage to assist beginners to invest. In this report, an overview of twenty robo-advisors and a more detailed review of a selected robo-advisor are done.
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Are Robo-Advisors Fiduciaries?

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.
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Quant Models for Robo-Advisors

2020
Robo-advice uses modern computational capabilities. So do quant models in portfolio management. Since both concepts profit from the same source of technology, it is tempting to merge them into one holistic approach. In this chapter, we show which quantitative models are a particularly good fit with a robo-advisor platform and which quantitative ...
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Ginmon: Robo Advisor

2017
Ginmon ist ein digitaler Full-Service-Vermogensberater, ein sogenannter Robo Advisor. Das Unternehmen verfolgt ein wissenschaftlich fundiertes Anlagekonzept, bereitet dies mit einem umfangreichen Informationsangebot verstandlich auf und erganzt es durch personliche Betreuung.
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Robo-advisors: A substitute for human financial advice?

Journal of Behavioral and Experimental Finance, 2019
Using representative US investor data, we investigate whether automated financial advisors, also referred to as robo-advisors, reduce investors’ demand for human financial advice offered by financial service providers. Our results provide a strong negative relationship between using robo-advisors and seeking human financial advice.
Lukas Brenner, Tobias Meyll
openaire   +1 more source

Robo-Advisors in Investment Management

The chapter on robo-advisors in investment management explores the multifaceted landscape of automated investment platforms, shedding light on the hurdles and apprehensions associated with their integration into the financial industry. Delving into issues such as the absence of human touch, regulatory compliance complexities, technological risks ...
Priyanka Mathur, Asha Mamraj Sharma
openaire   +2 more sources