Raiz’s portfolios posted the highest monthly returns versus the benchmark, driven by the Australian equity market.
Tag: Kristal.AI
Robo-advisor performance: December 2019
All portfolios were up in December except Raiz portfolios, which faced downward pressure from Australian equity and bond markets.
Robo-advisor performance: November 2019
All aggressive portfolios performed well in November, but not all beat their benchmarks.
Robo-advisor performance: October 2019
Generally portfolios were up in October month-on-month, but most benchmarks were higher.
Robo-advisor performance: September 2019
Nearly all portfolios delivered positive returns last month.
Robo-advisor performance: August 2019
The conservative portfolios of the three robo-advisors delivered positive returns last month.
Robo targets ‘emerging HNWIs’
The market segment is believed to be underserved by boutique wealth managers.
How do robo platforms perform?
FSA starts the third year of its performance feature, which reports monthly returns versus a benchmark for three robo-advisors.
What’s different 10 years on?
FSA asked wealth and asset managers to summarise what has changed with their own work since Lehman Brothers collapsed on September 15, 2008.
