Determining a given client risk-to-return preferences

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Reference no: EM133378756

Question: After much discussion, the decision has been made to automate the vast majority of decision making within Kerry & Associates (KAA), eliminate a majority of the positions once held by non-sales-related individuals, and present KAA as a more-technological, more-streamlined entity.

Part of this process will require the adoption or creation of a so-called "Robo Advising" platform that will automate the process of:

1.) Determining a given client's risk-to-return preferences;

2.) Matching that preference with the available list of in-house funds;

3.) Executing the various trades along with compliance follow-ups;

4.) Monitoring the risk-, return-, and fit- characteristics of the matching performed in Step 2.

Reference no: EM133378756

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