Robo-Advising: The Future of Investing?

Catalog description

Robo-Advice brings investment services to a wider audience at lower costs compared to human advisors. Students will construct a very basic advisor using the Python programming language. This will be a short experiential case study with an open source Python code. Student teams will develop a comprehensive venture capital investment memorandum for a real-world Robo-Advising startup. Teams will analyze the Robo-Advisor's market environment, including the financial services industry, wealth management segments, competitors and channels; and, internal company characteristics, such as business strategy, asset allocation and portfolio composition, cost of customer acquisition, and financials.