There are more and more robo-advisors launching in Canada all the time. The CEO of ModernAdvisor, Navid Boostani, joins me to discuss his company’s offering. Of note, they claim to be the first robo-advisor to offer socially responsible investing (SRI) strategies.
We have a good discussion on whether or not socially responsible investing leaves some performance on the table compared to non-constrained portfolios, and also discuss the term “robo-advisor”. Shouldn’t we just call it “robo-investing”? When will we see the first “robo-PLANNER”?
The episode is now available on iTunes (You have to click through to “view in iTunes”). You can also just use the embedded player or MP3 download down below to listen to it right away (you must be on this website to see it).
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