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http://hdl.handle.net/2445/203103| Title: | Roboadvisors |
| Author: | Luque Plaza, Ariadna |
| Director/Tutor: | Vives i Santa Eulàlia, Josep, 1963- Kasperskaya, Yulia |
| Keywords: | Gestió de cartera Algorismes computacionals Inversions Treballs de fi de grau Portfolio management Computer algorithms Investments Bachelor's theses |
| Issue Date: | 10-Jun-2023 |
| Abstract: | [en] One of the main objectives of this study is to describe and understand how roboadvisors work. Roboadvisors emerged with the fintech disruption. Providing user-friendly and automated process for creating and managing portfolios. We are going to examine all the steps required to create these portfolios, from investor profile creation to portfolio creation using algorithms like Modern Portfolio Theory.We are also going to go though rebalancing process to maintain the portfolio in time. Additionally, we will replicate some of these methods using real data from Yahoo Finance combined with tools like R, Excel and Portfolio Visualizer. |
| Note: | Treballs Finals del Doble Grau d'Administració i Direcció d'Empreses i de Matemàtiques, Facultat d'Economia i Empresa i Facultat de Matemàtiques i Informàtica, Universitat de Barcelona, Curs: 2022-2023, Tutor: Josep Vives i Santa Eulàlia i Yulia Kasperskaya |
| URI: | http://hdl.handle.net/2445/203103 |
| Appears in Collections: | Treballs Finals de Grau (TFG) - Administració i Direcció d’Empreses i Matemàtiques (Doble Grau) |
Files in This Item:
| File | Description | Size | Format | |
|---|---|---|---|---|
| tfg_luque_plaza_ariadna.pdf | Memòria | 3.22 MB | Adobe PDF | View/Open |
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