From the course: AI in Fintech Essential Training

Unlock the full course today

Join today to access over 22,600 courses taught by industry experts or purchase this course individually.

Roboadvising portfolios

Roboadvising portfolios

From the course: AI in Fintech Essential Training

Start my 1-month free trial

Roboadvising portfolios

“

- [Instructor] So how is it that robo advisors work? Well, we already know that they use a survey-based approach to assess what the portfolio should be for a particular investor but how's that analysis done? Let's take a look. I'm in the 03_03_Begin Excel file. Now, we've gone through and taken a survey for a hypothetical investor and put in a set of responses. Let's see what that portfolio looks like. So as we see for this particular investor, they have a pretty good set of investment options ranging from US stocks that are non-small value, meaning large and momentum focused to international stocks, bonds, rates and even a little bit of cash. Now, how did we come up with this particular portfolio? Well, the answer is hidden in the Portfolio Calculator tab. So if I come over to the Portfolio Calculator tab, let's see how this process works. So we've taken the investor's answers from the questionnaire on the first…

Contents