Category: Performance

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.

Read More…

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

Read More…

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
Read More…

Posted on September 15, 2020

  • Through the first half of 2020 results were mixed, with five of eight SRI portfolios outperforming their respective standard portfolios
  • Betterment SRI, Merrill Edge SRI, and Morgan Stanley SRI lead the way over the first half of 2020
  • Over the trailing 2-year period, all five SRI portfolios outperformed their non-SRI counterparts at the same provider despite higher fund fees
Read More…

Posted on August 14, 2020

  • Socially Responsible Investing continues to garner interest; 2019 net fund flows nearly 4X times greater than 2018 flows
  • Portfolio Sustainability metrics only slightly improve by choosing conscientious options
  • SRI funds are more expensive but promising performance has offset the fee hike thus far
Read More…

Posted on June 4, 2020

  • Titan Invest claims top spot in the first quarter
  • Wealthsimple fares well thanks to low volatility ETF holdings
  • SRI portfolios do well, taking two of the top three spots over the quarter
Read More…