New Robo Report™ Offers 2 Year Performance Numbers for 7 Top Robo Advisors In New Q4 2017 Report; Publisher BackEnd Benchmarking Interviews Robo Advisors

MARTINSVILLE, N.J., Feb. 2, 2018 /PRNewswire/ -- The 6^th Edition of The Robo Report™, the first and only report on the performance and portfolios of robo advisors in the digital advice industry, published by BackEnd Benchmarking, has been released for the fourth quarter 2017. 

For the first time, the Report now has full two year performance return numbers for robo advisors at Betterment, SigFig, Schwab, Vanguard, Personal Capital, WiseBanyan, and Acorns. In addition, the Report covers Ally Financial, Ellevest, E*Trade , Fidelity Go, FutureAdvisor, Hedgeable, Merrill Edge, SoFi, Ameritrade, TIAA, WealthFront, WealthSimple and this quarter introduced Zack's Advantage and T. Rowe Price. Next quarter it will introduce portfolios from USAA, Wells Fargo, Morgan Stanley, United Income, and Capital One.

"Now that we have full two-year analysis on the seven top providers, we can present a long-term view of their management and performance. This is the only source that retail investors and industry pro's have to make informed decisions on where to invest in the financial digital advice industry," said Ken Schapiro, Founder of BackEnd Benchmarking.

The new Report includes interviews with Schwab, Merrill Edge and TD Ameritrade, as well as risk/return analysis, Robo Reviews, and a discussion on trading activity seen in the portfolios.

Alongside reporting performance, The Robo Report™ includes a discussion on the trends during the quarter that drove performance as well as a news section covering recent industry events.

The Report ranks the top three Robos by quarterly performance in Equity, Fixed Income and Total Portfolio as well as historical performance since each accounts' inception.

To get a first-hand understanding of how the providers operate and invest, BackEnd Benchmarking opened and funded portfolios seeking a similar asset allocation to allow for comparison.  The knowledge of the underlying assets held helps to understand the structure of the portfolio, the risk, and what is driving performance.

This report represents BackEnd Benchmarking's research, analysis, and opinion only; the period tested was short in duration and may not provide a meaningful analysis. There can be no assurance that the performance trend demonstrated by robos vs indices during the short period will continue.

The Robo Report™ is available for free at https://theroboreport.com/. Follow the Report on Twitter @theroboreport.

SOURCE BackEndBenchmarking