This blog section on the Perennium website is now a year old, and I realize that I have never discussed here the topic of Sustainable & Responsible Investment (SRI). Too obvious, no doubt, given our activities; and too much of a well-worn subject too (Yet another article on SRI?). However, there are so many confusing and uninformed things said on the topic that I would like to clarify the matter.
Currently, not a day goes by without a new article on robo-advisors. Beyond the attraction of novelty, one can wonder if these machines constitute a real progress. Answering that question will take us back to the basics of portfolio management: how to grow financial wealth over time? And can robo-advisors help?