Tag: Performance

Posted on July 15, 2021

Read More…

Posted on July 15, 2021

Best Robo Advisor for 2021

● Winner: SigFig
● Runner-up: SoFi
● Honorable Mention: Fidelity Go

Read More…

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. 

Read More…

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
Read More…

Posted on May 10, 2021

Goldman Sachs launched its Marcus brand in 2016, close to 150 years after the investment bank first opened its doors in 1869. Goldman designed the digital bank for people to “better manage their debt by providing fixed-rate, no-fee personal loans,” according to a statement by Goldman Sachs. The following year, the platform expanded by integrating an online deposit program. This piece is a Marcus Invest robo advisor review, including performance, as of March 2021.

Read More…

Posted on May 10, 2021

Originally a consumer lending platform, SoFi has since expanded to offer investment management services.  Although it is significantly smaller than SoFi’s lending platform, SoFi Invest has attracted over $100 million in assets under management.

Read More…