Robo-Advisory

Showcases multiple expert insights regarding one of the 'hot topics' of financeIncludes both theoretical considerations as well as practical applications and implications in one volume
Looks ahead to the future, tackling questions of key importance such as AI, big data and social networks

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

Auteur

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.

Contenu

Part I. The Status Quo of Robo-Advisory.- Chapter 1. Robo-Advisory: The Rise of the Investment Machines; Peter Scholz and Michael Tertilt.- Chapter 2. Situating Robo-Advisory; Sinan Krueckeberg.- Part II. The Implementation of Robo-Advisory.- Chapter 3. Risk Preferences of Investors; Monika Mueller, Paul Resnik and Craig Saunders.- Chapter 4. Robo-Economicus: The Impact of Behavioral Biases on Robo-Advisory; Peter Scholz, David Grossmann and Joachim Goldberg.- Chapter 5. Quant Models for Robo-Advisors; Thorsten Ruehl.- Chapter 6. The Analysis of Robo-Advisors as a Replacement for Personal Selling; Goetz Greve and Frederike Meyer.- Chapter 7. The Regulation of Robo-Advisors in the United States; Melanie L. Fein.- Chapter 8. The Regulation of Robo-Advisory in Europe and Germany; Christian Hammer.- Part III. Case Studies of Robo-Advisory.- Chapter 9. (Re)Launching a Robo-Advisor as a Bank; Theodor Schabicki, Yvonne Quint and Soeren Schroeder.- Chapter 10. How Can Robo-Advisory be Implemented and Integrated into Existing Banks?; Ana-Maria Climescu, Christian von Keitz, Jan Rocholl and Madeleine Sander.- Part IV. The Future of Robo-Advisory.- Chapter 11. The Role of Artificial Intelligence in Robo-Advisory; Alexander D. Beck.- Chapter 12. What Role does Social Media Play for Robo-Advisors?; Ana-Maria Climescu.- Chapter 13. Success Factors for Robo-Advisory: Now and Then; Madeleine Sander.