Closeautomated portfolio
Is it time to redefine the risk-based portfolio approach?
The introduction of a highly automated portfolio-based advisory process and the use of quantitative portfolio risk has led to a new advisory paradigm. In this post, we explore the challenges that come with this.
Dec 16, 2019 9:55:33 AM | Blog |
wealth management solutions,
investment solutions,
machine-generated investment strategies,
automated portfolio
Why automation in the wealth advisory process is becoming critical
Managing investments using automated technology can have clear advantages for both providers of investment solutions and investors. We will explore some of them in this blogpost.