• 3Vs (volume, velocity, variety)
• actionability
• adequate portfolios PSO
• admissible portfolios, PSO
• advisors see digital financial advisors; personal financial advisors; Robo-Advisors
• affluent clients
• AISs see Automated Investment Solutions
• Alexandria, Library of
• algorithms
  • Gamification
  • portfolio rebalancing
• Asian tigers
• aspirational goals
• aspirational portfolios
• aspirational risks
• asset allocations
• asset diversification
• asset management
• assets under management (AUM)
  • Digital-Advisors
  • private banking
  • Robo-Advisors
  • supply and demand
• authorized participants, ETF providers
• automated digital businesses
  • see also Robo-Advisors
• Automated Investment Solutions (AISs)
• automated portfolio indexing
• automated portfolio rebalancing
• aviation industry
• awareness, clients

• Baby Boomers
• banks/banking
  • disruptive innovation
  • history
  • personalization
  • private
  • retail
  • shadow banking
• Bayesian model, Black–Litterman
• behaviour
  • analytics
  • customer
  • investment
  • personal
• Behavioural Portfolio, Brunel
• Big Data analytics
• Black–Litterman model
  • embedding professional views
  • equilibrium market portfolio
  • optimal portfolio
  • steps required
• bonds
• bonus and salary schemes
• brokerage firms
• Brunel, Jean L. P.
• business dilemmas

• capabilities vs disabilities
• Capital Asset Pricing Model (CAPM)
• CD (Compact Disc) players
• Chhabra, Ashvin B.
• choices, meaningful
• Christensen, Clayton M.
• Christensen's five principles
• client awareness
• Client Relationship Management (CRM)
• client-centric advice
• clients, see also customer...
• Coates, John
• cognitive era
• commission
• commission and fee schemes
• commission-only schemes
• commoditization
• community influences
• Compact Disc (CD) players
• conflicts
• continuous engagement
• CRM see Client Relationship Management
• cryptocurrencies
• Customer Value in Financial Services (CVFS)
• customers
  • see also client...
• customization
• CVFS see Customer Value in Financial Services

• debt securities
• decision-making
• demand see supply-demand
• derivatives
• digital financial advisors
• digital payments
• digital technology
• digital tools, GBI
• Digital-Advisors
• digital-native generation
• digitalization
• digitalized wealth management
• dilemmas in business
• direct investments
• direct-claim issuers
• disabilities vs capabilities
• discovery based planning
• disintermediation
• disruptive innovation
• diversification, asset

• educational Gamification
• efficient frontier
• emotional aspects of investing
• empowered customization
• empowerment
• enrolment processes
• Enterprise Resource Planning (ERP)
• environmental aspects
• equilibrium market portfolio
• equities
• equity markets
• ERP see Enterprise Resource Planning
• essential goals
• exchange-traded funds (ETFs)
  • asset management
  • creation of shares
  • loss of advantage
  • passive investment management
  • portfolio modelling
  • providers
  • tax-loss harvesting

• Fact Book 2015 (ICI)
• fee-only schemes
• fees
• Feynman, Richard
• FinTech companies
  • definition
  • ecosystems
  • high level classification
  • innovation
• financial advice
  • see also digital financial advisors; personal financial advisors; Robo-Advisors
• financial instruments
• financial securities
• financial services
• future aspects

• Gamification
  • client-centric advice
  • definition
  • educational
  • engaging clients with
  • mechanics
  • principles
  • wealth management
• gamma tasks
• GBI see Goal Based Investing
• Generation X
• Generation Y
• Generation Z
• generational shifts/transfers
• Global Financial Crisis (GFC)
  • digital financial advisors
  • direct-claim issuers
  • GBI
  • Robo-Advisors
  • wealth management firms
• Goal Based Investing (GBI)
  • assessment steps
  • client-centric advice
  • definition
  • digital financial advisors
  • elements preventing acceptance
  • foundations
  • Gamification
  • goals
  • investment process
  • needs, personal
  • performance reporting
  • personalization
  • portfolio modelling
  • portfolio postulates
  • priorities, goal
  • reporting performance
  • risk tolerance
  • risks
  • sustaining innovation
  • time horizons
  • values, personal
  • wealth management
  • workflows
• goal based operational portfolios
• goal priorities
• goals
• graphical tools

• High Earners, Not Rich Yet (HENRYs)
• high net worth (HNW) individuals

• ICI see Investment Company Institute
• important goals
• income orientation
• independent advice
  • see also digital financial advisors; personal financial advisors; Robo-Advisors
• information technology (IT)
• innovation
  • definitions
  • Fintech ecosystems
  • personalization
  • Robo-Advisors and the iPod
  • theory
  • traditional thinking
  • and trends
• institutionalization of banking
• intermediaries
• investing
  • see also Goal Based Investing
  • the journey
• investment behaviour
• Investment Company Institute (ICI)
• investment management
  • historical aspects
  • industry diagrams
  • making money
  • supply-demand chain
• investors
  • private
  • risk/return profiles
  • taxable
• iPod
• IT (information technology)

• Know Your Customer (KYC)

• Laney, Douglas
• Library of Alexandria
• life events timeline
• Litterman see Black–Litterman model

• market equilibrium
• market irrelevance
• market portfolios
• market regulation
• market risks
• marketing, promotional
• markets, underserved
• Markowitz, Harry
• Maslow, Abraham
• Mean-Variance proposition
  • Black–Litterman model
  • efficient frontier
  • mental accounts
  • model portfolio
  • optimization
  • portfolio modelling
• meaningful choices
• mega-trends
• mental accounts
• MFs see mutual funds
• Millennial generation
• Modern Portfolio Theory (MPT)
  • asset diversification
  • efficient frontier
  • GBI
  • Mean-Variance proposition
  • portfolio modelling
• Monte Carlo simulation
• motivation
• MPT see Modern Portfolio Theory
• multiple goals
• music industry
• mutual funds (MFs)

• NAV see net asset value
• needs
• Needs Pyramid, Maslow
• net asset value (NAV)

• objective function, PSO
• off-shore tax advantages
• on-boarding mechanisms
• open architecture model
• optimization
  • see also Probabilistic Scenario Optimization
  • Black–Litterman model
  • Gamification
  • Mean-Variance
  • MPT
  • portfolio modelling
  • reverse

• passive investment management
• past experiences
• peer-to-peer lending
• performance reporting
  • aggregation/disaggregation
  • complexities of
  • examples of reports
  • GBI
  • portfolio performance
• personal behaviour
• personal financial advisors
  • see also digital financial advisors; Robo-Advisors
• personal needs
• personal risks
• personal values
• personalization
  • decision-making
  • GBI
  • limitations
  • “time-squarization” of news
• Platforms, Robo
• player journey, Gamification
• pooled investments
• portfolio indexing, automated
• portfolio modelling
  • Black–Litterman model
  • changes
  • GBI
  • Mean-Variance proposition
  • mental accounts
  • MPT
  • PSO
• portfolio performance
• portfolio rebalancing
  • algorithms
  • automated
  • digital financial advisors
  • GBI
  • rules
  • tax-loss harvesting
• portfolio simulation, PSO
• portfolios
  • see also Modern Portfolio Theory; portfolio...
  • Behavioural Portfolio
  • equilibrium market
  • goal based operational
  • market
  • PSO
  • Robo-Platforms
  • traditional techniques
• potential portfolios, PSO
• private banks/banking
  • changing banking
  • institutionalization
  • wealth management
• private investors
• Probabilistic Scenario Optimization (PSO)
  • adequate portfolios
  • admissible portfolios
  • allocation constraints
  • Gamification
  • generation of scenarios
  • investor risk/return profile
  • multiple problem advantage
  • objective function
  • optimization exercises
  • portfolio modelling
  • potential portfolios
  • probability maximization
  • process
  • risk adequacy
  • simulations
  • time horizons
• probability maximization, PSO
• product simulation, PSO
• professional views
• promotional marketing
• prospect theory
• PSO see Probabilistic Scenario Optimization

• quantitative finance
• questionnaires

• rebalancing portfolios see portfolio rebalancing
• redistribution of wealth
• regulation
  • banking
  • market
  • tightening of
• relationships, CRM
• reporting performance see performance reporting
• resource dependence
• retail banks
• retirement
  • crisis
  • income
  • planning
• retrocessions
• returns
  • GBI
  • investor risk/return profile
  • Mean-Variance proposition
  • portfolio expected
• reverse optimization
• reward mechanics
• risk-adequate portfolios
• risk aversion
• risk capacity
• risk measures
• risk tolerance
  • GBI
  • PSO
• risk/return profiles, investors
• risks
  • see also risk...
  • GBI
  • market
  • portfolio, MPT
• Robo-4-Advisors
  • digital financial advisors
  • Digital-Advisors
  • digitalized wealth management
• Robo-Advisors
  • see also Robo-4-Advisors
  • achievements
  • automated digital businesses
  • automated process
  • challenges
  • decision-making
  • definition
  • digital financial advisors
  • disruptive nature
  • ETFs
  • expanding propositions
  • five facets
  • Gamification
  • historical aspects
  • innovation
  • iPod
  • passive investment management
  • personalization
  • portfolio modelling
  • portfolio rebalancing
  • private banking
  • retirement
  • Robo-Advisors 2.0
  • single-mindedness
  • Smart Data
  • tax-loss harvesting
  • terminology
  • wealth management
  • what they are
  • what they do
• Robo-Advisors 2.0
• Robo-as-a-Service
• Robo-Platforms
• Robo-Retirement
• robo-technology
  • see also Robo...; technology

• S&P 500 time series 1954–2009
• safety portfolios
• salary and bonus schemes
• scenarios see Probabilistic Scenario Optimization
• securities
• self-assessment
• services
  • CVFS engine
  • financial
  • Robo-as-a-Service
  • wealth management
• shadow banking
• shares, ETF
• simplicity
• simulation, Monte Carlo
• single mindedness
• Smart Data
• social media
• social trends
• specialization
• sponsors, ETF providers
• strategic tactical asset allocation
• strategies, CVFS engine
• structure, Gamification
• success measures
• supply-demand
  • chain
  • gap
• sustaining innovation
• systems, CVFS engine

• tax-loss harvesting
• taxable investors
• TaxAlpha advantages
• technology
  • see also digital...; Robo...
  • IT
  • robo-technology
  • theory of innovation
  • trends
• theory of innovation
• time horizons
• “time-squarization” of news
• traditional asset managers
• traditional banking
  • changing banks
  • disengagement
  • Fintech innovation
• traditional portfolio techniques
• traditional wealth management
• Traditionalist generation
• transfer of wealth
• transparency
• trends, mega
• trust

• ultra high net worth (UHNW) individuals
• uncertainty
• underserved markets
• user experience (UX)

• Value-at-Risk (VaR)
• values, personal
• VaR see Value-at-Risk
• variance see Mean-Variance proposition
• variety, 3Vs
• velocity, 3Vs
• vertically integrated solutions
• Veteran generation
• views of professionals
• volume, 3Vs

• wash sales
• Wealth Allocation framework, Chhabra
• wealth management
  • digitalization
  • Gamification
  • after GFC
  • portfolio modelling
  • private banking
  • Robo-Advisors
  • services
• wealth pyramid
• wealth transfer
• workflows, GBI

Index compiled by Indexing Specialists (UK) Ltd