University of Twente Student Theses
Exploring the investment recommendations from Robo-advisors to investors with different risk appetites.
Haas, Stefan (2023) Exploring the investment recommendations from Robo-advisors to investors with different risk appetites.
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| Abstract: | Robo-advisors have gained popularity in recent years as a cheap and effective way for investors to get investment advice and manage their portfolios, yet few studies have analyzed individual robo-advisors in great detail. Using a sample of 3 different robo-advising platforms from the EU, this study tries to find out what the variations and consistencies are in the recommendations from these robo-advisors to investors with different risk appetites. To answer this, the study compares the robo-advisors based on four different dimensions, related to the risk profile creation of an investor, the asset allocation recommendations, the level of customization to the portfolio and the performance of the portfolio. The findings state that robo-advisors can provide a reliable investment option for individuals with different objectives, such as seeking stability and risk management. Although, the differences in risk appetite, asset allocation recommendations, level of customization and portfolio performance, explain the importance for an investor to consider its options in robo-advisors when creating an investment portfolio. |
| Item Type: | Essay (Bachelor) |
| Faculty: | BMS: Behavioural, Management and Social Sciences |
| Subject: | 85 business administration, organizational science |
| Programme: | International Business Administration BSc (50952) |
| Link to this item: | https://purl.utwente.nl/essays/95369 |
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