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From Traditional to Automated Invest...

de Andrade Pinto, Luis Miguel.

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From Traditional to Automated Investment Advising: A Performance and Costs Perspective on Eurozone Robo-Advisors.

紀錄類型:	書目-電子資源 : Monograph/item
正題名/作者:	From Traditional to Automated Investment Advising: A Performance and Costs Perspective on Eurozone Robo-Advisors./
作者:	de Andrade Pinto, Luis Miguel.
出版者:	Ann Arbor : ProQuest Dissertations & Theses, : 2023,
面頁冊數:	42 p.
附註:	Source: Masters Abstracts International, Volume: 86-03.
Contained By:	Masters Abstracts International86-03.
標題:	Investments. -
電子資源:	https://pqdd.sinica.edu.tw/twdaoapp/servlet/advanced?query=31343473
ISBN:	9798384262381

From Traditional to Automated Investment Advising: A Performance and Costs Perspective on Eurozone Robo-Advisors.
de Andrade Pinto, Luis Miguel.

From Traditional to Automated Investment Advising: A Performance and Costs Perspective on Eurozone Robo-Advisors. - Ann Arbor : ProQuest Dissertations & Theses, 2023 - 42 p.

Source: Masters Abstracts International, Volume: 86-03.

Thesis (M.A.)--Universidade NOVA de Lisboa (Portugal), 2023.

Dolat Capital, a Portuguese firm which launched a robo-advisor service in 2019, has requested an evaluation of its potential to geographically expand to other Eurozone nations. As such, this paper aims to assess how robo-advising is adding value to retail investors within the Eurozone scope while comparing Dolat Capital's performance and costs to those of the robo-advisors from Euro Area countries with the largest AuM. For this purpose, a backtesting was made to check how their portfolios have performed over the past 15 years. The main findings indicate the variables having the largest influence on performance were the fees charged as well as the investment strategy used. On this matter, Dolat Capital delivered the most consistent results, both in terms of absolute and risk-adjusted returns. Finally, while a simple-ETF portfolio, in which a Eurozone customer can invest through an online broker produces similar or even greater returns, robo-advisors also add value from a qualitative view, making a more accurate risk assessment and a fully automated portfolio management, saving time for investors.Since the backtesting was built in a dynamic excel model, it is recommended that the reader consult the file attached to this thesis for a better understanding of the results obtained.

ISBN: 9798384262381Subjects--Topical Terms:

566987
Investments.

From Traditional to Automated Investment Advising: A Performance and Costs Perspective on Eurozone Robo-Advisors.
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