Tag: TD Ameritrade
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 May 24, 2021
- Not all robos implemented tax-loss harvesting to the same extent. While some realized net losses of over 8% of the account value on the year, others did not realize any losses at all
- TD Essential Portfolios and Schwab Intelligent Portfolios were top choices for tax-loss harvesting over the year
- SigFig, UBS, and Citizens were at the bottom of the pack with virtually no net realized losses on the year
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 1, 2020
- Motif closed its doors after raising $126mm and being one of the early innovators in the space
- Empower purchases Personal Capital for approximately $1 billion representing the largest acquisition we have seen to date
- Goldman Sachs set to release robo in 2021 after falling behind competition. Will they have a last-move advantage?
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 12, 2020
In the first quarter of 2020, Backend Benchmarking had the opportunity to see how the robo-advice landscape reacted during a major sell-off. From a performance perspective, our Q1 Robo Report noted that our robo accounts generally declined in proportion to their equity percentage, albeit with some interesting exceptions. However, there has been an unexpected surge in new-account openings in robos even in spite of the market decline.
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