Editors:
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
Part of the book series: Palgrave Studies in Financial Services Technology (FST)
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Table of contents (13 chapters)
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Front Matter
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Status Quo of Robo-Advisory
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Front Matter
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Implementation of Robo-Advisory
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Front Matter
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Case Studies of Robo-Advisory
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Front Matter
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The Future of Robo-Advisory
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Front Matter
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Back Matter
About this book
Robo-Advisory is a field that has gained momentum over recent years, propelled by the increasing digitalization and automation of global financial markets. More and more money has been flowing into automated advisory, raising essential questions regarding the foundations, mechanics, and performance of such solutions. However, a comprehensive summary taking stock of this new solution at the intersection of finance and technology with consideration for both aspects of theory and implementation has so far been wanting. This book offers such a summary, providing unique insights into the state of Robo-Advisory.
Drawing on a pool of expert authors from within the field, this edited collection aims at being the vital go-to resource for academics, students, policy-makers, and practitioners alike wishing to engage with the topic. Split into four parts, the book begins with a survey of academic literature and its key insights paired with an analysis of market developments in Robo-Advisory thus far. The second part tackles specific questions of implementation, which are complemented by practical case studies in Part III. Finally, the fourth part looks ahead to the future, addressing questions of key importance such as artificial intelligence, big data, and social networks. Thereby, this timely book conveys both a comprehensive grasp of the status-quo as well as a guiding outlook onto future trends and developments within the field.Keywords
- FinTech
- Robo-advisory
- digitization
- automation
- automated advisory
- financial technology
- Big Data
- AI
- investments and securities
- household finance
Editors and Affiliations
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Hamburg School of Business Administration, Hamburg, Germany
Peter Scholz
About the editor
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.
Bibliographic Information
Book Title: Robo-Advisory
Book Subtitle: Investing in the Digital Age
Editors: Peter Scholz
Series Title: Palgrave Studies in Financial Services Technology
DOI: https://doi.org/10.1007/978-3-030-40818-3
Publisher: Palgrave Macmillan Cham
eBook Packages: Economics and Finance, Economics and Finance (R0)
Copyright Information: The Editor(s) (if applicable) and The Author(s), under exclusive license to Springer Nature Switzerland AG 2021
Hardcover ISBN: 978-3-030-40817-6Published: 29 December 2021
Softcover ISBN: 978-3-030-40820-6Published: 30 December 2022
eBook ISBN: 978-3-030-40818-3Published: 28 December 2021
Series ISSN: 2662-5083
Series E-ISSN: 2662-5091
Edition Number: 1
Number of Pages: XXXIX, 279
Number of Illustrations: 29 b/w illustrations
Topics: Financial Services, Innovation and Technology Management, Artificial Intelligence, Data Analysis and Big Data