Tag: Performance
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 June 4, 2020
- Titan Invest claims top spot in the first quarter
- Wealthsimple fares well thanks to low volatility ETF holdings
- SRI portfolios do well, taking two of the top three spots over the quarter
Posted on June 1, 2020
Overview:
One of the most common goals we aim for as investors is building a sufficient nest egg for retirement. Years of earning, saving, and withstanding volatility are some of the sacrifices necessary to be comfortable and financially secure in our old age. One of the ways Backend Benchmarking hopes to make this a little easier is by providing transparency and insight into the robo-advisor IRA space. For this article, we focus on robo-advisor performance during the COVID-19 sell-off.
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Posted on May 27, 2020
The first quarter of 2020 was a volatile time for markets as they dealt with the impact of COVID-19. Backend Benchmarking tracks various subsets of robo-advice offerings to get a better picture of what firms offer. One such subset is active portfolios. We have active portfolios opened at E*Trade, Morgan Stanley, Betterment, TIAA, and Titan Invest. Titan is the only one of these that does not have a non-active counterpart. It must be noted that Betterment does not consider their portfolio to be a true active portfolio. Instead, they consider it “smart beta” by employing Goldman Sachs active beta funds.
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Posted on May 14, 2020
- TD Ameritrade, Wells Fargo, and Axos captured more upside than downside
- Our Wealthsimple suite impressed with downside reduction
- Decisions in fixed income drive risk mitigation
Posted on May 8, 2020
- SigFig, Fidelity Go, and Axos Invest win three-year top-performer prizes
- Three-year fixed income returns surpass equity returns
- Investment-grade corporates and treasuries help robos deal with volatile markets
