Robo Advisory
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Robo Advisory
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Author : Peter Scholz
language : en
Publisher: Springer Nature
Release Date : 2020-12-28
Robo Advisory written by Peter Scholz and has been published by Springer Nature this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-12-28 with Business & Economics categories.
Robo-Advisory is a field that has gained momentum over recent years, propelled by the increasing digitalization and automation of global financial markets. More and more money has been flowing into automated advisory, raising essential questions regarding the foundations, mechanics, and performance of such solutions. However, a comprehensive summary taking stock of this new solution at the intersection of finance and technology with consideration for both aspects of theory and implementation has so far been wanting. This book offers such a summary, providing unique insights into the state of Robo-Advisory. Drawing on a pool of expert authors from within the field, this edited collection aims at being the vital go-to resource for academics, students, policy-makers, and practitioners alike wishing to engage with the topic. Split into four parts, the book begins with a survey of academic literature and its key insights paired with an analysis of market developments in Robo-Advisory thus far. The second part tackles specific questions of implementation, which are complemented by practical case studies in Part III. Finally, the fourth part looks ahead to the future, addressing questions of key importance such as artificial intelligence, big data, and social networks. Thereby, this timely book conveys both a comprehensive grasp of the status-quo as well as a guiding outlook onto future trends and developments within the field.
Technology Acceptance Path Dependence And The Demand For Robo Advisory Services
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Author : Maximilian Horn
language : en
Publisher: Springer Nature
Release Date :
Technology Acceptance Path Dependence And The Demand For Robo Advisory Services written by Maximilian Horn and has been published by Springer Nature this book supported file pdf, txt, epub, kindle and other format this book has been release on with categories.
Robo Advisor With Python
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Author : Aki Ranin
language : en
Publisher: Packt Publishing Ltd
Release Date : 2023-02-28
Robo Advisor With Python written by Aki Ranin and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-02-28 with Computers categories.
Build your own robo-advisor in Python to manage your investments and get up and running in no time Purchase of the print or Kindle book includes a free PDF eBook Key FeaturesExplore the use cases, workflow, and features that make up robo-advisorsLearn how to build core robo-advisor capabilities for goals, risk questions, portfolios, and projectionsDiscover how to operate the automated processes of a built and deployed robo-advisorBook Description Robo-advisors are becoming table stakes for the wealth management industry across all segments, from retail to high-net-worth investors. Robo-advisors enable you to manage your own portfolios and financial institutions to create automated platforms for effective digital wealth management. This book is your hands-on guide to understanding how Robo-advisors work, and how to build one efficiently. The chapters are designed in a way to help you get a comprehensive grasp of what Robo-advisors do and how they are structured with an end-to-end workflow. You'll begin by learning about the key decisions that influence the building of a Robo-advisor, along with considerations on building and licensing a platform. As you advance, you'll find out how to build all the core capabilities of a Robo-advisor using Python, including goals, risk questionnaires, portfolios, and projections. The book also shows you how to create orders, as well as open accounts and perform KYC verification for transacting. Finally, you'll be able to implement capabilities such as performance reporting and rebalancing for operating a Robo-advisor with ease. By the end of this book, you'll have gained a solid understanding of how Robo-advisors work and be well on your way to building one for yourself or your business. What you will learnExplore what Robo-advisors do and why they existCreate a workflow to design and build a Robo-advisor from the bottom upBuild and license Robo-advisors using different approachesOpen and fund accounts, complete KYC verification, and manage ordersBuild Robo-advisor features for goals, projections, portfolios, and moreOperate a Robo-advisor with P&L, rebalancing, and fee managementWho this book is for If you are a finance professional or a data professional working in wealth management and are curious about how robo-advisors work, this book is for you. It will be helpful to have a basic understanding of Python and investing concepts. This is a great handbook for developers interested in building their own robo-advisor to manage personal investments or build a platform for their business to operate, as well as for product managers and business leaders in financial services looking to lease, buy, or build a robo-advisor.
What Influences May Robo Advisors Have On The Service Of Professional Financial Consultants And The Financial Industry
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Author : Patrick Reverchon
language : en
Publisher: GRIN Verlag
Release Date : 2017-11-13
What Influences May Robo Advisors Have On The Service Of Professional Financial Consultants And The Financial Industry written by Patrick Reverchon and has been published by GRIN Verlag this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-11-13 with Business & Economics categories.
Master's Thesis from the year 2017 in the subject Business economics - Company formation, Business Plans, grade: 2,0, Liverpool John Moores University, language: English, abstract: This research project is going to examine and evaluate a new phenomenon of the financial advisory services market, the so called Robo-Advisors (RA). They represent the next stage of the evolution in the financial advisory and wealth management industry. RA are a new type of financial adviser or portfolio manager, which work solely online and with minimal human intervention and they stepped right into competition with human wealth managers. In a generation that grew up with the internet, computers and mobile devices, RA have the potential to start their triumph procession making many jobs of professional human financial consultants obsolete. The main objective of this research project is to sketch an overview of possibilities and disadvantages of Robo-Advisors in the future and give an outline to the academic research that will be needed in the future. This thesis is one of the first academic papers in English language, examining RA and their possible impact on the industry. As a field study, it delivers a broad overview of a large amount of topics describing the various characteristics of a fully automatic asset management system, and the competitive situation with human consultants or asset managers.
Opportunities And Threats Of Shariah Compliant Robo Advisory The Case Of Wahed Invest
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Author : Aneesa Rahman
language : en
Publisher: GRIN Verlag
Release Date : 2020-05-20
Opportunities And Threats Of Shariah Compliant Robo Advisory The Case Of Wahed Invest written by Aneesa Rahman and has been published by GRIN Verlag this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-05-20 with Business & Economics categories.
Master's Thesis from the year 2019 in the subject Business economics - Investment and Finance, , course: Masters of Islamic Finance Practice (MIFP), language: English, abstract: This paper seeks to highlight the opportunities of Shariah-compliant Robo-Advisary (R.A.) in the field of FinTech and how it could potentially revolutionize the Islamic Finance industry through its positive integration as opposed to its feared future domination, using Wahed Invest (New York) as a case. Robo-Advisory is often seen as having the ability to overtake traditional human financial advisors. However, what initially may be understood as a threat is in fact a great opportunity within the Islamic FinTech industry. Shariah-compliant R.A. has the potential to offer immense opportunity to many markets including traditional financial advisories, high-net worth (HNW) clients, and Islamic banks globally as well as those individuals/banks keen to carry out ethical investment alternatives. FinTech, within the boundaries of Shariah law, can be especially applicable for young Muslim millennials residing in the West. Todorof 201(2018)) notices that this particular market has difficulties gaining access to Shariah-compliant financial services. Therefore, one of the leading FinTech areas, and the most appropriate to their needs, is that of Robot Advice. The aim of this research is then to examine the extent of opportunities available as opposed to the seeming threats of current Shariah-compliant R.A. services using the example of Wahed Invest (New York). This current research will therefore bring forth a positive contribution towards many sectors within the Islamic Finance industry.
Fintech Innovation
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Author : Paolo Sironi
language : en
Publisher: John Wiley & Sons
Release Date : 2016-09-26
Fintech Innovation written by Paolo Sironi and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-09-26 with Business & Economics categories.
A survival guide for the FinTech era of banking FinTech Innovation examines the rise of financial technology and its growing impact on the global banking industry. Wealth managers are standing at the epicenter of a tectonic shift, as the balance of power between offering and demand undergoes a dramatic upheaval. Regulators are pushing toward a 'constrained offering' norm while private clients and independent advisors demand a more proactive role; practitioners need examine this banking evolution in detail to understand the mechanisms at work. This book presents analysis of the current shift and offers clear insight into what happens when established economic interests collide with social transformation. Business models are changing in profound ways, and the impact reaches further than many expect; the democratization of banking is revolutionizing the wealth management industry toward more efficient and client-centric advisory processes, and keeping pace with these changes has become a survival skill for financial advisors around the world. Social media, big data analytics and digital technology are disrupting the banking industry, which many have taken for granted as set in stone. This book shatters that assumption by illustrating the massive changes already underway, and provides thought leader insight into the changes yet to come. Examine the depth and breadth of financial technology Learn how regulations are driving changing business models Discover why investors may become the price-makers Understand the forces at work behind the rise of FinTech Information asymmetry has dominated the banking industry for centuries, keeping the bank/investor liability neatly aligned—but this is changing, and understanding and preparing for the repercussions must be a top priority for wealth managers everywhere. Financial Innovation shows you where the bar is being re-set and gives you the insight you need to keep up.
Critical Factors Influencing The Adoption Of Robo Advisors
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Author : Michael Rögele
language : en
Publisher: GRIN Verlag
Release Date : 2020-08-18
Critical Factors Influencing The Adoption Of Robo Advisors written by Michael Rögele and has been published by GRIN Verlag this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-08-18 with Business & Economics categories.
Master's Thesis from the year 2020 in the subject Business economics - Banking, Stock Exchanges, Insurance, Accounting, grade: 1,3, , language: English, abstract: This study aims to identify the current state of adoption in German banks and critical factors for traditional institutes that need to be considered when it comes to the implementation of Robo Advisory solutions. Data were collected via a questionnaire that was filled by banking employees in Germany. Factor Analysis revealed the result that selection criteria are a very important factor for banks when they decide to acquire a Robo Advisory company or cooperate with such a Fintech firm. Especially characteristics like the performance, reputation, willingness to share sufficient information and technological capability of a Robo Advisory company need to be considered. The study also revealed that the IT-infrastructure of traditional banks is often not compatible with the technology offered by Robo Advisors. This can lead to problems in the integration process and need to be an aspect in the initiation phase of such a project. Robo Advisors are one example of Fintech companies that recently have moved into the financial industry and challenge traditional banking institutes with their business models. Mostly, Fintech companies are only operating in one field of banking and try to attract customers via internet-based offers that focus on simple user interface, efficiency, transparency and automation. Robo Advisors are companies offering automated financial investment tools and can therefore be located in the segment of asset management and investment. Relevant literature has stated the need for traditional banks to react in form of cooperation with such companies, acquisition of Robo Advisors or creation of own automated investment solutions.
Transformation Of Conventional Banking Opportunities And Risks Of Fintech Companies In Asset Management
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Author : Gleb Romanchuk
language : en
Publisher: GRIN Verlag
Release Date : 2019-05-03
Transformation Of Conventional Banking Opportunities And Risks Of Fintech Companies In Asset Management written by Gleb Romanchuk and has been published by GRIN Verlag this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-05-03 with Business & Economics categories.
Master's Thesis from the year 2019 in the subject Business economics - Banking, Stock Exchanges, Insurance, Accounting, grade: 1,3, Berlin School of Economics and Law, language: English, abstract: The purpose of this work was to find out whether Fintechs are able to compete with Banks in the field of Asset Management. Companies providing Robo Advisory services are considered to be the banks of the future. Several interviews with companies working in this field have been conducted to investigate if the algorithms are prepared for the next financial crash. This work contains 7 chapters, starting with the motivation and research question. Sec-ondly, the general situation on the market will be described, including the changes of customer behavior. This serves the purpose to give an understanding about the current market conditions. Thirdly, the banking sector will be described, considering definitions and regulations. In this work the focus will be on the German market, therefore, con-sumer behavior and details about the German retail banking industry are relevant. Sub-sequently, chapter 4 deals with asset management and the new trends in the industry. Chapter 5 describes the development of the fintech industry. Definitions and regulations of the fintech companies are part of this chapter. In chapter 6 the scientific investigation will be conducted and presented. The results will show how stable the new technologies are, in order to give an outlook for the future in the next chapter. Prospects for the future of retail banking and especially asset management will be mentioned in chapter 7. General current trends and forecasts are also part of this chapter. Since only limited literature is available about the fintech industry and especially robo advisory, the investigation part includes a qualitative approach with interviews that have been conducted with qualified specialists that work or research in the robo advisory industry. The question of whether and how the robo advisors will survive the next fi-nancial crisis, is topic of the interviews. There has been no financial crisis that might have caused unforeseen problems for the systems, ever since the creation of robo advi-sory. Thus, it is unknown how those technologies will react to chaotic market situations. The idea was to ask companies to what extent they are prepared for a financial crisis. The findings of this investigation will deal with the possible future outline of those fintechs providing algorithm-based asset management. The question about the security framework has been answered with a view to examining the future development of the robo advisory industry.
Robo Advisors How To Increase Trust In Artificial Intelligence Compared To Traditional Financial Advisory
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Author : Alina Riecker
language : en
Publisher: GRIN Verlag
Release Date : 2020-12-31
Robo Advisors How To Increase Trust In Artificial Intelligence Compared To Traditional Financial Advisory written by Alina Riecker and has been published by GRIN Verlag this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-12-31 with Business & Economics categories.
Bachelor Thesis from the year 2020 in the subject Business economics - Review of Business Studies, grade: 1.1, Reutlingen University (ESB Business School), language: English, abstract: Nowadays, tech companies have entered our lives in nearly every possible area of application, from smart coffee machines to algorithmic-based music recommendations. Logically, it is not a far stretch that the financial sector will also experience disruption through technology-oriented startups. The so-called FinTech’s, short for financial technology, can be independent, newly found startups, or can be implemented by existing financial institutions as a complementary sales channel and span a wide ar-ray of functions, including peer-to-peer lending and crowdfunding, cryptocurrencies and blockchain, and also, robotic investment advice. It is no surprise that this development will affect traditional financial advisory. Mainly robo advisors are seen as one of the most disruptive technologies in the financial sector. What used to be a people’s business and strived through human connections and relationships turned digital: a robo advisor can replace all functions of traditional financial advisors at a lower cost point and while being available 24/7. Based on financial theory, the offer investors personalized portfolios – all through pressing buttons on a phone screen. Whilst promising to streamline financial investment and to make it accessible to everybody, regardless of wealth, customer adoption compared to the global financial service market has been low. Disruptive technologies offer a lot innovative and smart features, but customers might be hesitant to try the solutions. People rely on the experience of others to build trust, and the little experience of early adopters might not be enough to influence trust to a large extent. Trust is an important factor for all services or technologies, but especially in unprecedent areas such as fully automated financial advice. The thesis will be based on a literature review methodology and will assess the theoretical background of trust through analyzing and comparing previously done research on the matter. Additionally, a quantitative study focusing on trust-building factors in robo advisors has been used as a basis to form conclusions regarding the increase of trust. Industry insights, journal articles and conference papers build the foundation of this thesis. They were identified through the usage of scientific search engines, but also through backward and forward referencing searches. This approach provided a multitude of applicable literature from the fields of artificial intelligence and trust.
Robo Advisors In Management
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Author : Gupta, Swati
language : en
Publisher: IGI Global
Release Date : 2024-04-22
Robo Advisors In Management written by Gupta, Swati and has been published by IGI Global this book supported file pdf, txt, epub, kindle and other format this book has been release on 2024-04-22 with Technology & Engineering categories.
In the ever-evolving landscape of management, the introduction of robo-advisors has introduced challenges and opportunities that require careful examination. Organizations grapple with the profound impact of these automated systems on decision-making processes, resource allocation, and strategic planning. The need for a comprehensive understanding of how robo-advisors integrate into various management functions and sectors has become paramount. Decision-makers, researchers, and students seeking clarity in this transformative period are faced with a shortage of literature that bridges theoretical insights with practical applications. Robo-Advisors in Management stand out as a pioneering solution to this crucial gap in the existing body of knowledge. This book does not merely explore the challenges presented by robo-advisors; it delves into the heart of these challenges and navigates the diverse applications of these technologies in sectors ranging from wealth management to healthcare and real estate. By seamlessly blending theoretical foundations with real-world scenarios, the book equips both professionals and academics with the tools needed to comprehend and harness the potential of robo-advisors. It is an invaluable resource for decision-makers looking to optimize their strategies, researchers seeking in-depth insights, and students aspiring to navigate the intersection of management and fintech.