Past Meetup

Portfolio Management using Robo Advisor by Pankaj Kumar

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Details

In this session, we will be covering the basics of Robo-Advisors portfolio generation methodology and compare it with traditional investment methods.

This session can be attended by all those who want to know more about trending Wealth Management practices.

Agenda:
- How Robo Advisors, FIntech are Revolutionising Wealth Management
- Comparison of different Robo-Advisors with traditional Investing
- Robo-Advisor Selection
- Portfolio Analysis Tool
- Portfolio Selection
- Comparison with Benchmark Portfolio
- Creating a sample Robo-Advisor

About the Speaker: Pankaj Kumar is a IIT Bombay graduate and is currently working as a Senior Associate in Statestreet Global Advisory. Having previously worked in Morgan Stanley Capital International, he is currently a CFA level 2 candidate.

About Byte: Byte Academy (“Byte”) is a leader in industry oriented technology education with courses in Python software development, FinTech, Data Science and Blockchain. Byte provides short format immersive boot camps in industry-relevant technologies and is recognized for small classes, career assistance and sense of community. We established the first FinTech program in the world and also the first Python full-stack software development boot-camp in New York City, where it is headquartered.

Learn more about Byte Academy at http://byteacademy.co/