Overview

This eSeminar is a recorded session of the “Robo-Advisory: The Future of Investing” webinar held on 29 February 2024.

The session explores the transformative impact of robo-advisory within the wealth management industry, which has revolutionised the way both individuals and institutions manage their investment portfolios.

Participants of this eSeminar will gain an initial understanding of robo-advisory, including its value proposition and the benefits it offers.

Objective

By the end of the course, you will be able to:
- Identify the key differences between traditional financial advisors and robo-advisors
- Discuss how robo-advisors address common pain points in traditional wealth management
- Explain how robo-advisors use ETFs for diversified portfolios and how ERAA manages risk through economic cycles
- Tell the importance of the integration of technology and human interaction in robo-advisory
- Describe how AI and other technologies are integrated into robo-advisory services to enhance customer experience and investment management

Content

- Key Differences between Robo-Advisory and Traditional Advisory
- Three Key Value Propositions of Robo-Advisors
- Investment Philosophy and Strategies of Robo-Advisors
- Role of Technology in Robo-Advisory

Who should attend

- Financial advisors and investment managers
- Professionals in the financial services industry seeking updates on the latest trends in asset management and investment