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Robo-advisor
Robo-advisors are a class of financial adviser that provides portfolio management online with minimal human intervention.
While their exact recommended portfolio allocations may vary, currently all robo-advisors employ algorithms such as Modern portfolio theory that originally served the traditional advisory community, which has used algorithmically-based automated investment solutions (dubbed in the industry as "rebalancing software") to conduct portfolio management since at least 2005.
==Total assets under management==
Collectively, robo-advisors directly managed about $19 billion as of December 2014, according to a study by Corporate Insight. This figure represents a 21 percent increase in assets under management since July, and a 65 percent increase since April. By 2020 the global assets under management of robo-advisers is forecast to grow to an estimated US$255bn, according to a research report by MyPrivateBanking Research. As of August 2015, Charles Schwab, Wealthfront and Betterment lead the pack in gathering assets regarding robo-advisors.
Other designations for these financial technology companies include "automated investment advisor", "online investment advisor" and "digital investment advisor." While such advisors are most common in the United States, they are also present in Europe and Australia. In the United States, robo-advisors must be registered investment advisors, which are regulated by the Securities and Exchange Commission.
抄文引用元・出典: フリー百科事典『 ウィキペディア（Wikipedia）』
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