Tag: Merrill Edge
Posted on September 15, 2021
SRI or ESG investing remains a hot trend in the investment industry. At Backend Benchmarking, we compare the equity performance of the SRI/ESG options and the standard options at the same robo advisor to analyze their differences.
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Posted on April 7, 2021
- Merrill Edge has substantially cut its minimum, eToro announced it will go public via SPAC, and Stash launched its robo advisor
- Meanwhile, some industry shake-ups include Wealthsimple leaving the U.S. market and M1 raising new funding
- Lastly, Chinese robo advisor BangNiTou crosses 1 million users
Posted on March 9, 2021
- The volatility of 2020 made for an interesting case study to observe robo advisor rebalancing
- Some accounts showed decisive rebalancing trades when the market was most fearful, displaying the merits of automatic robo advisor rebalancing
- We estimate that select robo advisors in our study earned an additional 0.50% to 1.50% due to automatic rebalancing in 2020
Posted on September 15, 2020
- Through the first half of 2020 results were mixed, with five of eight SRI portfolios outperforming their respective standard portfolios
- Betterment SRI, Merrill Edge SRI, and Morgan Stanley SRI lead the way over the first half of 2020
- Over the trailing 2-year period, all five SRI portfolios outperformed their non-SRI counterparts at the same provider despite higher fund fees
Posted on August 14, 2020
- Socially Responsible Investing continues to garner interest; 2019 net fund flows nearly 4X times greater than 2018 flows
- Portfolio Sustainability metrics only slightly improve by choosing conscientious options
- SRI funds are more expensive but promising performance has offset the fee hike thus far
Posted on May 1, 2020
- SRI portfolios remain popular and continue to perform well
- Wealthsimple SRI is the top 1- and 2-year total portfolio performer
- Morgan Stanley SRI leads 1-year equity performance
