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ROBO-ADVISOR MODEL RENEWAL: QUANTITATIVE MODELS, DYNAMIC RISK ASSESSMENT AND CUSTOMER CENTRICITY

ROBO-ADVISOR MODEL RENEWAL: QUANTITATIVE MODELS, DYNAMIC RISK ASSESSMENT AND CUSTOMER CENTRICITY

This article aims to assess the current robo-advisor models. The first part analyses the existing quantitative models behind robo-advisors. It scrutinizes the current robo-advisory quantitative models and their tendency to rely on modern portfolio theory for asset allocation decisions. Looking at the academic developments of recent years this article then proposes some viable alternatives and improvements of these models that asset managers should consider.

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