Robo-Advisors & Automated Investing
Algorithmic portfolio management, robo-advisory platforms, and automation
Robo-Advisors & Automated Investing
Executive Summary
Robo-advisory platforms have reshaped wealth management by automating asset allocation, rebalancing, and often tax-loss harvesting for retail and institutional clients. Understanding their technology, investment logic, and business models matters for asset managers, platform operators, and advisers who use or compete with them. For consultants advising on digital wealth strategy, vendor selection, or regulatory compliance, the ability to explain fee structures, risk profiling, and distribution channels in clear terms supports credible recommendations and value for money—and the depth that strengthens book and training offerings. This manual explores the technological architecture, investment methodologies, business models, and regulatory considerations of robo-advisors across the retail and institutional markets.