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Robo-Advisors: State of the Industry and Implications for the Future of ESG

Hosted with The Forum for Sustainable and Responsible Investment

10:00 - 11:00am PT / 1:00 - 2:00pm ET

Robo-advisors entered the investing mainstream in 2008. They promised to disrupt the traditional financial advisor model and “democratize” retail investing by providing low-cost, online asset management services based on mathematical rules or algorithms. In large part, robo-advisors were set up to reduce the cost of, and need for, human intervention.

Robo-advisors are essentially software platforms which automatically allocate, manage and optimize a client’s investment assets in products such as stocks, bonds, futures, commodities and real estate. Often structured as ETFs, allocations are typically set based on a client’s risk tolerance weighted against a desired return. There are approximately 100 robo-advisory services available online today, some targeted at the socially-minded investing market.

The advent of these online advisory services raises a number of questions for the investment industry: Are they working? Are they more affordable? Do they fulfill the promise to bring better investment tools to the masses? And, are they addressing the needs of socially-minded investors and bringing others into the fold?

This webinar will present a general overview of this technology and industry trends. We will engage in group conversation on the promise—and limitations—of digital investment platforms serving values-aligned investors.

04.24

date & time

04/24/18 10:00am — 11:01am

location

Webinar

add to my calendar >
04.24

date & time

04/24/18 10:00am — 11:01am

location

Webinar

Hosted with The Forum for Sustainable and Responsible Investment

10:00 - 11:00am PT / 1:00 - 2:00pm ET

Robo-advisors entered the investing mainstream in 2008. They promised to disrupt the traditional financial advisor model and “democratize” retail investing by providing low-cost, online asset management services based on mathematical rules or algorithms. In large part, robo-advisors were set up to reduce the cost of, and need for, human intervention.

Robo-advisors are essentially software platforms which automatically allocate, manage and optimize a client’s investment assets in products such as stocks, bonds, futures, commodities and real estate. Often structured as ETFs, allocations are typically set based on a client’s risk tolerance weighted against a desired return. There are approximately 100 robo-advisory services available online today, some targeted at the socially-minded investing market.

The advent of these online advisory services raises a number of questions for the investment industry: Are they working? Are they more affordable? Do they fulfill the promise to bring better investment tools to the masses? And, are they addressing the needs of socially-minded investors and bringing others into the fold?

This webinar will present a general overview of this technology and industry trends. We will engage in group conversation on the promise—and limitations—of digital investment platforms serving values-aligned investors.

add to my calendar >