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Palgrave Macmillan

Robo-Advisory

Investing in the Digital Age

  • Book
  • © 2021

Overview

  • Showcases multiple expert insights into a timely and important topic within the FinTech field
  • Includes both theoretical considerations as well as practical applications and implications in one volume
  • Looks forward to the future, addressing how the finance industry will be challenged with AI, big data and social networks

Part of the book series: Palgrave Studies in Financial Services Technology (FST)

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Table of contents (13 chapters)

  1. Status Quo of Robo-Advisory

  2. Implementation of Robo-Advisory

  3. Case Studies of Robo-Advisory

  4. The Future of Robo-Advisory

Keywords

About this book

Robo-Advisory is a field that has gained momentum over recent years, propelled by the increasing digitalization and automation of global financial markets. More and more money has been flowing into automated advisory, raising essential questions regarding the foundations, mechanics, and performance of such solutions. However, a comprehensive summary taking stock of this new solution at the intersection of finance and technology with consideration for both aspects of theory and implementation has so far been wanting. This book offers such a summary, providing unique insights into the state of Robo-Advisory.

Drawing on a pool of expert authors from within the field, this edited collection aims at being the vital go-to resource for academics, students, policy-makers, and practitioners alike wishing to engage with the topic. Split into four parts, the book begins with a survey of academic literature and its key insights paired with an analysis of market developments in Robo-Advisory thus far. The second part tackles specific questions of implementation, which are complemented by practical case studies in Part III. Finally, the fourth part looks ahead to the future, addressing questions of key importance such as artificial intelligence, big data, and social networks. Thereby, this timely book conveys both a comprehensive grasp of the status-quo as well as a guiding outlook onto future trends and developments within the field.

Editors and Affiliations

  • Hamburg School of Business Administration, Hamburg, Germany

    Peter Scholz

About the editor

Peter Scholz has over ten years of practical experience with Deka Investment and Deutsche Bank, where he has worked in capital market related divisions such as Asset Management, Global Markets, Risk Management, Private and Retail Banking. Since 2013, he has been a Professor of Business Sciences, specifically Banking & Financial Markets, at Hamburg School of Business Administration, Germany. His research interests focus on the digitalization of the financial sector, behavioral finance, and the performance of active asset management and equity derivatives, especially on retail certificates and technical timing strategies.


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