東華大學圖書館 |

Language: English

Help

回圖書館首頁

手機版館藏查詢

Back

Switch To: Labeled | MARC Mode | ISBD

From Traditional to Automated Invest...

de Andrade Pinto, Luis Miguel.

Linked to FindBook

Google Book

Amazon

博客來

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

Record Type:	Electronic resources : Monograph/item
Title/Author:	From Traditional to Automated Investment Advising: A Performance and Costs Perspective on Eurozone Robo-Advisors./
Author:	de Andrade Pinto, Luis Miguel.
Published:	Ann Arbor : ProQuest Dissertations & Theses, : 2023,
Description:	42 p.
Notes:	Source: Masters Abstracts International, Volume: 86-03.
Contained By:	Masters Abstracts International86-03.
Subject:	Investments. -
Online resource:	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.
LDR:02350nmm a2200337 4500 001 2404248
005 20241203090613.5
006 m o d
007 cr#unu||||||||
008 251215s2023 ||||||||||||||||| ||eng d
020 $a 9798384262381
035 $a (MiAaPQ)AAI31343473
035 $a (MiAaPQ)Portugal10362166563
035 $a AAI31343473
040 $a MiAaPQ $c MiAaPQ
100 1 $a de Andrade Pinto, Luis Miguel. $3 3774548
245 1 0 $a From Traditional to Automated Investment Advising: A Performance and Costs Perspective on Eurozone Robo-Advisors.
260 1 $a Ann Arbor : $b ProQuest Dissertations & Theses, $c 2023
300 $a 42 p.
500 $a Source: Masters Abstracts International, Volume: 86-03.
500 $a Advisor: Prado, Melissa.
502 $a Thesis (M.A.)--Universidade NOVA de Lisboa (Portugal), 2023.
520 $a 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.
590 $a School code: 7029.
650 4 $a Investments. $3 566987
650 4 $a Decision making. $3 517204
650 4 $a Generations. $3 586203
650 4 $a Millennials. $3 3682982
650 4 $a Investors. $3 3544951
650 4 $a Fees & charges. $3 3642178
650 4 $a Finance. $3 542899
650 4 $a Statistics. $3 517247
690 $a 0508
690 $a 0454
690 $a 0463
710 2 $a Universidade NOVA de Lisboa (Portugal). $3 3427984
773 0 $t Masters Abstracts International $g 86-03.
790 $a 7029
791 $a M.A.
792 $a 2023
793 $a English
856 4 0 $u https://pqdd.sinica.edu.tw/twdaoapp/servlet/advanced?query=31343473