As index providers, we cherish rules-based, transparent, quantitative approaches more than anything. For this reason, we take an index perspective on robo-advisors, along the lines of these words. Like robo-advisors, we operate on the passive investing side, develop multi-asset strategies and work with portfolio optimization models. As such, we try to help answer some of the questions associated with robo-advisors, mainly related to transparency, historical performance, and asset allocation by studying a sample of robo-advisors from the U.S. and Germany.
Leveraging on our core expertise in indexing, this report aims to present a practical analysis assessing robo-advisors’ portfolios for specific investor types with different risk profiles.
Please click here to access the full report