From Robo Adviser Returns Report November 2017

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Robo Adviser Returns

 

 

Today we’ve published our second quarterly report on robo returns. We want to talk to customers about this new(ish) way of investing. And we want to tackle the two questions we always get. How much could I make? And how much could I lose? We also want to show returns against benchmarks which mean something. So, we’ve picked a well-known cash account because our research tells us that people compare investments to cash.

Over the last 12 months we can see that the average ‘Spicy’ portfolio grew from £5,000 to £5,525 compared to £5,000 invested the FTSE 100’s £5,560. The average Medium portfolio grew to £5,288. And over the last 12 months the least risky portfolios returned less than the Santander 123 account.
 

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You can read the complete robo adviser returns report here

We’ve seen consumer interest in robo advisers snowball and we’re tracking developments closely. On 6th December we will be running our first Fin-k Tank afternoon seminar in London. This afternoon is a must for anyone charged with tracking this market, developing a proposition or evaluating their competitive response.

Speakers include:

Michael Gruener – MD of Retail EMEA, BlackRock– on his observations having assessed multiple robos and fintechs across Europe
Ben Goss – CEO, Distribution Technology, Keith Hare, Group Director, Creative Technologies, Charlotte Ransom, CEO, Netwealth– don’t forget advice! Building this into the equation.
HSBC, Nationwide and Santander – the roadmap for 2018 and beyond

And because it’s us we’ll be sharing new consumer research – what do customers make of some of the major propositions in the market today? – likes, dislikes, complaints and praise. We’ll be feeding back specifically on Moneyfarm, Moola, Aviva, Standard Life, Interactive Investor, Fidelity, Nutmeg and Hargreaves Lansdown - who is top so the pops with consumers.

Hosted at BlackRock`s London HQ, from 2-5pm, we are so excited to be able to bring together innovators and the incumbents, along with regulators, Government, employers, investors and others to inform, share updates, showcase innovation and engage in debate. Tickets are priced at £299 and the full agenda can be viewed here

Email emma@boringmoney.co.uk to purchase your ticket now!
 

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