Adam Grealish

Betterment, LLC

61 West 23rd St

New York, NY 10009

United States

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Scholarly Papers (1)

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Robo-Advisory: From Investing Principles and Algorithms to Future Developments

Grealish, Adam and Petter N. Kolm, "Robo-Advisory: From Investing Principles and Algorithms to Future Developments" in Machine Learning in Financial Markets: A Guide to Contemporary Practice (2021). Edited by A. Capponi and C.A. Lehalle. Cambridge University Press.
Number of pages: 29 Posted: 18 Feb 2021
Adam Grealish and Petter N. Kolm
Betterment, LLC and New York University (NYU) - Courant Institute of Mathematical Sciences
Downloads 533 (62,021)

Abstract:

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Asset location, Autonomous finance, Cash management, Goals-based investing, Investor interaction, Portfolio management, Robo-advisory, Responsible investing, Retail investing, Retirement planning, Risk management, Tax-loss harvesting, Tax management