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Part Two: Automated Long-Term Investing Means Robo-Technology
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Part Two: Automated Long-Term Investing Means Robo-Technology
by Paolo Sironi
FinTech Innovation
Cover
Series Page
Title Page
Copyright
Dedication
Preface
Organization of the Book
Acknowledgments
About the Author
Part One: Personalize Personal Finance
Chapter 1: The Theory of Innovation: From Robo-Advisors to Goal Based Investing and Gamification
1.1 Introduction
1.2 A Vibrant FinTech Ecosystem
1.3 Some Definitions, Ladies and Gentlemen
1.4 Personalization is King
1.5 The Theory of Innovation
1.6 My Robo-Advisor is an iPod
1.7 What Incumbents should Consider when Thinking about FinTech Innovation
1.8 Conclusions
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
4.1 Introduction
4.2 Generational Shift (X, Y, Z, and HENRYs)
4.3 About Transparency, Simplicity, and Trust
4.4 The Cognitive ERA
4.5 Conclusions
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
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
7.1 Introduction
7.2 Main Traits of Modern Portfolio Theory
7.3 Main Traits of Black-Litterman
7.4 Mean-Variance and Mental Accounts
7.5 Main Traits of Probabilistic Scenario Optimization
Chapter 8: Goal Based Investing and Gamification
8.1 Introduction
8.2 Principles of Gamification
8.3 Gamification of Wealth Management
8.4 The Mechanics of Games
8.5 Conclusions
Concluding Remarks
Bibliography
Index
End User License Agreement
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Chapter 1: The Theory of Innovation: From Robo-Advisors to Goal Based Investing and Gamification
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Chapter 2: Robo-Advisors: Neither Robots Nor Advisors
Part Two
Automated Long-Term Investing Means Robo-Technology
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