Ian Cadby: Robots don't care about your clients' portfolios

Informed by inputs

clock • 4 min read

Mixing automation with proactive management is the optimum approach to helping maximise portfolio returns while mitigating losses, argues Ian Cadby

Diversification, asset allocation and time are vital initial considerations for any digital wealth manager building a risk-profiled model portfolio. With numerous global macroeconomic events leading to heightened market volatility, however, it is no longer enough to leave a client's money at the mercy of the markets once a portfolio has been invested. Robots are only as good as the inputs that inform them. As such, it is vital to combine advanced algorithms with the collective knowledge of a highly-experienced investment team to embed risk management into every stage of the investment pr...

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