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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SRD II, the perfect opportunity for the Blockchain.

SRD II, the perfect opportunity for the Blockchain.

The agency cost is considered by many as a timeless concept. Indeed, the information asymmetry that exists between shareholders and the Chief Executive Officer is generally held to be a classic example.

In this context, the first Shareholder Right Directive (SRD) has been adopted by the European Parliament in 2007 in order to ensure a better protection of the exercise of shareholders rights in listed European companies, by implementing rules around transparency, proxy voting rights and the ability to vote in general meetings via electronic means.

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White Papers from Square Management Group.

White Papers from Square Management Group.

Initio is part of the french group Square Management together with our colleagues from others consulting cabinets, we regularly produce white papers related to various Financial topics.

We have selected for you a short list of the most recent publications.

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Initio in the press: Finance Comportementale: prendre en compte le facteur humain [Trends/Tendance]

Initio in the press: Finance Comportementale: prendre en compte le facteur humain [Trends/Tendance]

In the edition of May 16th, the weekly financial magazine Trends Tendances publishes a special booklet on “Future of Finance”.

Frederik Rademakers, Partner and Geoffrey Laloux Senior Manager at Initio have been interviewed by Philippe Van Lil on Behavioral Finance (Finance Comportementale).

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The road to a greener finance?

The road to a greener finance?

After twenty years of building a legislative framework to enhance the stability of the financial sector, regulators are not willing to let go of the pressure. Now that the European and national authorities have been granted the necessary powers to shape the financial landscape, regulators are looking beyond crisis prevention: the next regulation aims to fuel change for a greener society.

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