Robo-Advising on South African Exchange Traded Funds utilizing Prospect Theory

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dc.contributor.advisorGeorg, Co-Pierre
dc.contributor.authorJacobson, Ryan Jonathan
dc.date.accessioned2020-05-08T11:35:51Z
dc.date.available2020-05-08T11:35:51Z
dc.date.issued2019
dc.date.updated2020-05-08T09:41:43Z
dc.description.abstractRobo-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.
dc.identifier.apacitationJacobson, R. J. (2019). <i>Robo-Advising on South African Exchange Traded Funds utilizing Prospect Theory</i>. (). ,Faculty of Commerce ,African Institute of Financial Markets and Risk Management. Retrieved fromen_ZA
dc.identifier.chicagocitationJacobson, Ryan Jonathan. <i>"Robo-Advising on South African Exchange Traded Funds utilizing Prospect Theory."</i> ., ,Faculty of Commerce ,African Institute of Financial Markets and Risk Management, 2019.en_ZA
dc.identifier.citationJacobson, R.J. 2019. Robo-Advising on South African Exchange Traded Funds utilizing Prospect Theory. . ,Faculty of Commerce ,African Institute of Financial Markets and Risk Management.en_ZA
dc.identifier.risTY - Thesis / Dissertation AU - Jacobson, Ryan Jonathan AB - 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. DA - 2019 DB - OpenUCT DP - University of Cape Town KW - Commerce LK - https://open.uct.ac.za PY - 2019 T1 - Robo-Advising on South African Exchange Traded Funds utilizing Prospect Theory TI - Robo-Advising on South African Exchange Traded Funds utilizing Prospect Theory UR - ER -en_ZA
dc.identifier.urihttps://hdl.handle.net/11427/31844
dc.identifier.vancouvercitationJacobson RJ. Robo-Advising on South African Exchange Traded Funds utilizing Prospect Theory. []. ,Faculty of Commerce ,African Institute of Financial Markets and Risk Management, 2019 [cited yyyy month dd]. Available from:en_ZA
dc.language.rfc3066eng
dc.publisher.departmentAfrican Institute of Financial Markets and Risk Management
dc.publisher.facultyFaculty of Commerce
dc.subjectCommerce
dc.titleRobo-Advising on South African Exchange Traded Funds utilizing Prospect Theory
dc.typeMaster Thesis
dc.type.qualificationlevelMasters
dc.type.qualificationnameMPhil
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