- Cover
- Series Page
- Title Page
- Copyright
- Dedication
- Preface
- Acknowledgments
- About the Author
- Part One: Personalize Personal Finance
- Part Two: Automated Long-Term Investing Means Robo-Technology
- Chapter 2: Robo-Advisors: Neither Robots Nor Advisors
- 2.1 Introduction
- 2.2 What is a Robo-Advisor?
- 2.3 Automated Digital Businesses for Underserved Markets
- 2.4 Passive Investment Management with ETFs
- 2.5 Algorithms of Automated Portfolio Rebalancing
- 2.6 Personalized Decision-Making, Individual Goals, and Behaviour
- 2.7 Single Minded Businesses
- 2.8 Principles of Tax-Loss Harvesting
- 2.9 Conclusions
- Chapter 3: The Transformation of the Supply-Side
- 3.1 Introduction
- 3.2 The Investment Management Supply-Demand Chain
- 3.3 How Intermediaries make Money
- 3.4 Issuers of Direct Claims (Debt Owners)
- 3.5 The Institutionalization of the Private Banking Relationship
- 3.6 The Digital Financial Advisor
- 3.7 Asset Management is being Disintermediated
- 3.8 ETF Providers and the Pyrrhic Victory
- 3.9 Vertically Integrated Solutions Challenge Traditional Platforms
- 3.10 Conclusions
- Chapter 4: Social and Technology Mega Trends Shape a New Family of Taxable Investors
- Chapter 5: The Industry's Dilemma and the Future of Digital Advice
- 5.1 Introduction
- 5.2 Wealth Management Firms: Go Digital or Die
- 5.3 Asset Management Firms: Less Passive, More Active
- 5.4 Robo-Platforms: Less Transactions, More Portfolios
- 5.5 Digital-Advisors: Empowered Customization
- 5.6 Robo-Advisors: Be Human, be Virtual, take care of Retirement
- 5.7 Conclusions: Clients take Centre Stage, at Last
- Chapter 2: Robo-Advisors: Neither Robots Nor Advisors
- Part Three: Goal Based Investing is the Spirit of the Industry
- Chapter 6: The Principles of Goal Based Investing: Personalize the Investment Experience
- 6.1 Introduction
- 6.2 Foundations of Goal Based Investing
- 6.3 About Personal Needs, Goals, and Risks
- 6.4 Goal Based Investing Process
- 6.5 What Changes in Portfolio Modelling
- 6.6 Personal Values
- 6.7 Goal Elicitation
- 6.8 Goal Priority
- 6.9 Time Horizons
- 6.10 Risk Tolerance
- 6.11 Reporting Goal-Centric Performance
- 6.12 Conclusions
- Chapter 7: The Investment Journey: From Model Asset Allocations to Goal Based Operational Portfolios
- Chapter 8: Goal Based Investing and Gamification
- Chapter 6: The Principles of Goal Based Investing: Personalize the Investment Experience
- Concluding Remarks
- Bibliography
- Index
- End User License Agreement
-
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