Full Text Available
Note: Clicking the button above will open the full text document at the original institutional repository in a new window.
Robo-Advising on South African Exchange Traded Funds utilizing Prospect Theory
Robo-advising is an emerging trend in markets around the world. The term has come to refer almost exclusively to automated advisory services for financial investments or wealth management. Currently, in the South African market, financial services firms offer their own robo-advising platforms that o...
Saved in:
| Main Author: | |
|---|---|
| Other Authors: | |
| Format: | Thesis |
| Language: | English |
| Published: |
African Institute of Financial Markets and Risk Management
2020
|
| Subjects: | |
| Tags: |
No Tags, Be the first to tag this record!
|
| _version_ | 1867613291333812224 |
|---|---|
| access_status_str | Open Access |
| author | Jacobson, Ryan Jonathan |
| author2 | Georg, Co-Pierre |
| author_browse | Georg, Co-Pierre Jacobson, Ryan Jonathan |
| author_facet | Georg, Co-Pierre Jacobson, Ryan Jonathan |
| author_sort | Jacobson, Ryan Jonathan |
| collection | Thesis |
| description | Robo-advising is an emerging trend in markets around the world. The term has come to refer almost exclusively to automated advisory services for financial investments or wealth management. Currently, in the South African market, financial services firms offer their own robo-advising platforms that only provide automated advice about their own products. This paper investigates the possibility of a roboadvising platform existing outside of these financial institutions. The paper reviews the preconditions that make robo-advising possible. Namely, risk profiling, portfolio allocation, availability of ETFs and accessible online trading platforms. The research shows that independent robo-advisers are possible in South Africa and a minimum viable implementation is presented. |
| format | Thesis |
| id | oai:open.uct.ac.za:11427/31844 |
| institution | University of Cape Town (South Africa) |
| language | eng |
| last_indexed | 2026-06-10T12:33:48.261Z |
| license_str | Not specified — see source repository |
| provenance_str_mv | Harvested via OAI-PMH from UCTD — University of Cape Town Open Access Repository |
| publishDate | 2020 |
| publishDateRange | 2020 |
| publishDateSort | 2020 |
| publisher | African Institute of Financial Markets and Risk Management |
| publisherStr | African Institute of Financial Markets and Risk Management |
| record_format | dspace |
| source_str | UCTD — University of Cape Town Open Access Repository |
| spelling | oai:open.uct.ac.za:11427/31844 Robo-Advising on South African Exchange Traded Funds utilizing Prospect Theory Jacobson, Ryan Jonathan Georg, Co-Pierre Commerce Robo-advising is an emerging trend in markets around the world. The term has come to refer almost exclusively to automated advisory services for financial investments or wealth management. Currently, in the South African market, financial services firms offer their own robo-advising platforms that only provide automated advice about their own products. This paper investigates the possibility of a roboadvising platform existing outside of these financial institutions. The paper reviews the preconditions that make robo-advising possible. Namely, risk profiling, portfolio allocation, availability of ETFs and accessible online trading platforms. The research shows that independent robo-advisers are possible in South Africa and a minimum viable implementation is presented. 2020-05-08T11:35:51Z 2020-05-08T11:35:51Z 2019 2020-05-08T09:41:43Z Master Thesis Masters MPhil https://hdl.handle.net/11427/31844 eng application/pdf African Institute of Financial Markets and Risk Management Faculty of Commerce |
| spellingShingle | Commerce Jacobson, Ryan Jonathan Robo-Advising on South African Exchange Traded Funds utilizing Prospect Theory |
| thesis_degree_str | Master's |
| title | Robo-Advising on South African Exchange Traded Funds utilizing Prospect Theory |
| title_full | Robo-Advising on South African Exchange Traded Funds utilizing Prospect Theory |
| title_fullStr | Robo-Advising on South African Exchange Traded Funds utilizing Prospect Theory |
| title_full_unstemmed | Robo-Advising on South African Exchange Traded Funds utilizing Prospect Theory |
| title_short | Robo-Advising on South African Exchange Traded Funds utilizing Prospect Theory |
| title_sort | robo advising on south african exchange traded funds utilizing prospect theory |
| topic | Commerce |
| url | https://hdl.handle.net/11427/31844 |
| work_keys_str_mv | AT jacobsonryanjonathan roboadvisingonsouthafricanexchangetradedfundsutilizingprospecttheory |