Category: Performance

Posted on July 15, 2021

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Posted on May 24, 2021

  • Not all robos implemented tax-loss harvesting to the same extent. While some realized net losses of over 8% of the account value on the year, others did not realize any losses at all
  • TD Essential Portfolios and Schwab Intelligent Portfolios were top choices for tax-loss harvesting over the year
  • SigFig, UBS, and Citizens were at the bottom of the pack with virtually no net realized losses on the year
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Posted on May 19, 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 May 11, 2021

  • The strong first and fourth quarter performance was enough to push both Schwab portfolios into the top 10 over the 1-year trailing period ending March 31, 2021
  • Over the past year, Titan’s equities returned 71.96%. These strong returns led it to outperform its benchmark by 12.43%
  • Robo advisors allocated to municipal bonds significantly outperformed
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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 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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