Category: Performance

Posted on March 9, 2021

  • The volatility of 2020 made for an interesting case study to observe robo advisor rebalancing
  • Some accounts showed decisive rebalancing trades when the market was most fearful, displaying the merits of automatic robo advisor rebalancing
  • We estimate that select robo advisors in our study earned an additional 0.50% to 1.50% due to automatic rebalancing in 2020
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Posted on February 23, 2021

SRI or ESG investing remains a hot trend in the investment industry. At Backend Benchmarking, we compare the equity performance of the SRI/ESG options and the standard options at the same robo advisor to analyze their differences. 

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Posted on February 17, 2021

Wells Fargo Intuitive Investor, Wealthsimple, and SigFig stand out for strong robo advisor performance over the three- and five-year periods. This article outlines their portfolios and the drivers behind their success.

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Posted on February 11, 2021

Robo advisors struggled early on in 2020 but came back strong. However, not all robos had the same returns. Titan Invest, Morgan Stanley Robotics, Morgan Stanley Emerging Consumer, Interactive Advisors (Legg Mason Growth and Income portfolio), Wealthsimple, and SigFig all stood as top-performing robo advisors in 2020.

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Posted on November 20, 2020

Overview:

Saving for retirement is one of the most critical and personal objectives for investors. In The Robo Report, we try to make this process easier by providing transparency on retirement robo advisors. This article will primarily take a particular look at three standout robos whose performance has been stellar over the last three years: SoFi, T. Rowe Price, and Fidelity Go

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Posted on November 11, 2020

  • Titan continues its outperformance, returning 38.38% over the past year
  • Morgan Stanley & Wealthsimple emerging as performance leaders
  • SigFig maintains top 4-year total portfolio performance spot
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