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FutureAdvisor : ウィキペディア英語版 | FutureAdvisor
FutureAdvisor is a digital investment manager registered with the U.S. Securities and Exchange Commission and based in San Francisco. Founded in 2010, the company is reported to have $600 million in assets under management.〔〔 Among its investors are Sequoia Capital, Canvas Venture Fund, and Devonshire Investors, the private investment arm of the owners of Fidelity. On Wednesday, August 26, 2015, FutureAdvisor announced its intent to be acquired by BlackRock. ==Product==
Like other robo-advisors, FutureAdvisor automates portfolio management with software that adjusts for investors' age and risk appetite. As a whole, robo-advisors apply modern portfolio theory, the Black-Litterman model and other algorithms to manage investments passively, much like a traditional financial adviser. That is, they adjust asset allocation according to notions of a "balanced" portfolio, rather than pursuing "active" strategies like market timing, stock picking and value investing. FutureAdvisor manages assets directly across multiple Fidelity Investments or TDAmeritrade brokerage accounts and IRAs.
抄文引用元・出典: フリー百科事典『 ウィキペディア(Wikipedia)』 ■ウィキペディアで「FutureAdvisor」の詳細全文を読む
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