Robo Advisors: quantitative methods inside the robots

Citations

Cited by:

1. Nourallah, Mustafa, 2023. "One size does not fit all: Young retail investors’ initial trust in financial robo-advisors," Journal of Business Research, Elsevier, vol. 156(C).
2. Fabian Wagner, 2024. "Determinants of conventional and digital investment advisory decisions: a systematic literature review," Financial Innovation, Springer;Southwestern University of Finance and Economics, vol. 10(1), pages 1-32, December.
3. Bartram, Söhnke & Branke, Jürgen & Motahari, Mehrshad, 2020. "Artificial Intelligence in Asset Management," CEPR Discussion Papers 14525, C.E.P.R. Discussion Papers.
   • Söhnke M. Bartram & Jürgen Branke & Mehrshad Motahari, 2020. "Artificial intelligence in asset management," Working Papers 20202001, Cambridge Judge Business School, University of Cambridge.
4. Agostino Capponi & Sveinn Olafsson & Thaleia Zariphopoulou, 2019. "Personalized Robo-Advising: Enhancing Investment through Client Interaction," Papers 1911.01391, arXiv.org, revised Nov 2020.
5. Bhatia, Ankita & Chandani, Arti & Chhateja, Jagriti, 2020. "Robo advisory and its potential in addressing the behavioral biases of investors — A qualitative study in Indian context," Journal of Behavioral and Experimental Finance, Elsevier, vol. 25(C).
6. Yongjae Lee & Woo Chang Kim & Jang Ho Kim, 2020. "Achieving Portfolio Diversification for Individuals with Low Financial Sustainability," Sustainability, MDPI, vol. 12(17), pages 1-16, August.
7. Wolfgang Breuer & Andreas Knetsch, 2023. "Recent trends in the digitalization of finance and accounting," Journal of Business Economics, Springer, vol. 93(9), pages 1451-1461, November.
8. Cardillo, Giovanni & Chiappini, Helen, 2024. "Robo-advisors: A systematic literature review," Finance Research Letters, Elsevier, vol. 62(PA).
9. Bernd Scherer & Sebastian Lehner, 2023. "Trust me, I am a Robo-advisor," Journal of Asset Management, Palgrave Macmillan, vol. 24(2), pages 85-96, March.
10. Ko, Hyungjin & Byun, Junyoung & Lee, Jaewook, 2023. "A privacy-preserving robo-advisory system with the Black-Litterman portfolio model: A new framework and insights into investor behavior," Journal of International Financial Markets, Institutions and Money, Elsevier, vol. 89(C).
11. Agostino Capponi & Sveinn Ólafsson & Thaleia Zariphopoulou, 2022. "Personalized Robo-Advising: Enhancing Investment Through Client Interaction," Management Science, INFORMS, vol. 68(4), pages 2485-2512, April.
12. Xusen Cheng & Fei Guo & Jin Chen & Kejiang Li & Yihui Zhang & Peng Gao, 2019. "Exploring the Trust Influencing Mechanism of Robo-Advisor Service: A Mixed Method Approach," Sustainability, MDPI, vol. 11(18), pages 1-20, September.
13. Haoran Wang & Shi Yu, 2021. "Robo-Advising: Enhancing Investment with Inverse Optimization and Deep Reinforcement Learning," Papers 2105.09264, arXiv.org.
14. Tao, Ran & Su, Chi-Wei & Xiao, Yidong & Dai, Ke & Khalid, Fahad, 2021. "Robo advisors, algorithmic trading and investment management: Wonders of fourth industrial revolution in financial markets," Technological Forecasting and Social Change, Elsevier, vol. 163(C).
15. Che‐Wei Liu & Mochen Yang & Ming‐Hui Wen, 2023. "Judge me on my losers: Do robo‐advisors outperform human investors during the COVID‐19 financial market crash?," Production and Operations Management, Production and Operations Management Society, vol. 32(10), pages 3174-3192, October.
16. Filiz, Ibrahim & Judek, Jan René & Lorenz, Marco & Spiwoks, Markus, 2021. "Reducing algorithm aversion through experience," Journal of Behavioral and Experimental Finance, Elsevier, vol. 31(C).
17. Nicole Maria Namyslo & Dominik Jung & Timo Sturm, 2025. "The state of robo-advisory design: A systematic consolidation of design requirements and recommendations," Electronic Markets, Springer;IIM University of St. Gallen, vol. 35(1), pages 1-29, December.
18. Alexandra Prisznyak, 2023. "Horizontal and Vertical Value Creation in Bankrobotics and the AI-Washing Phenomenon," Financial and Economic Review, Magyar Nemzeti Bank (Central Bank of Hungary), vol. 22(3), pages 97-122.
19. Bai, Zefeng, 2021. "Does robo-advisory help reduce the likelihood of carrying a credit card debt? Evidence from an instrumental variable approach," Journal of Behavioral and Experimental Finance, Elsevier, vol. 29(C).
20. Krzysztof Waliszewski & Anna Warchlewska, 2020. "Socio-Demographic Factors Determining Expectation Experienced while Using Modern Technologies in Personal Financial Management (PFM and robo-advice): A Polish Case," European Research Studies Journal, European Research Studies Journal, vol. 0(Special 2), pages 893-904.
21. Gechun Liang & Moris S. Strub & Yuwei Wang, 2021. "Predictable Forward Performance Processes: Infrequent Evaluation and Applications to Human-Machine Interactions," Papers 2110.08900, arXiv.org, revised Dec 2023.
22. Keffert, Henk, 2024. "Robo-advising: Optimal investment with mismeasured and unstable risk preferences," European Journal of Operational Research, Elsevier, vol. 315(1), pages 378-392.
23. Jang Ho Kim & Seyoung Kim & Yongjae Lee & Woo Chang Kim & Frank J. Fabozzi, 2025. "Enhancing mean–variance portfolio optimization through GANs-based anomaly detection," Annals of Operations Research, Springer, vol. 346(1), pages 217-244, March.
24. Nargis Mohapatra & Sameer Shekhar & Rubee Singh & Shahbaz Khan & Gilberto Santos & Sandro Carvalho, 2025. "Unveiling the Nexus Between Use of AI-Enabled Robo-Advisors, Behavioural Intention and Sustainable Investment Decisions Using PLS-SEM," Sustainability, MDPI, vol. 17(9), pages 1-21, April.
25. Mike K. P. So, 2021. "Robo-Advising Risk Profiling through Content Analysis for Sustainable Development in the Hong Kong Financial Market," Sustainability, MDPI, vol. 13(3), pages 1-15, January.
26. Tan Zi Yi & Noor Ashikin Mohd Rom & Nurbani Md. Hassan & Mohamad Shaharudin Samsurijan & Andrew Ebekozien, 2023. "The Adoption of Robo-Advisory among Millennials in the 21st Century: Trust, Usability and Knowledge Perception," Sustainability, MDPI, vol. 15(7), pages 1-16, March.