COMMON ROBO-ADVISOR FEATURES: Portfolio management Allocate funds to risky & risk-free securities in line with investors’ preferences Monitor economic conditions Re-balance portfolio by adjusting the weights of risky & risk-free securities. Automated Tax-loss harvesting Selling securities at loss for saving on capital gains tax, avoiding taxes on that income. In parallel, investing in similar securities, […]
Tag: machine learning
machine learning
Good about Robo Advisors Easy entry into the investment world Lower fees & lower learning curve You hold the pace, in control More time to care other matters Independent, no conflict of interests or gamble away your money No plot to charge high fee Good About Human Financial Advisor Real Advisors mediates money issues among […]
“the Exchange is exploring the use of artificial intelligence to assist our review of issuers’ annual reports. At this initial stage we have applied AI to identify issuers’ disclosure for some selected disclosure Rules. We will continue this initiative with a long term view to promote completeness in disclosure in annual reports, and more generally, […]