Socially Responsible Robo-Investing w/ the CEO of @ModernAdvsr (Podcast) #fintech

Microphone200pxWideThere 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).

Ratings on iTunes are appreciated

If you enjoy the podcast, please use the iTunes link to give it a rating (or even a review) if you have an iTunes account.Your reviews help get the podcast get noticed, which helps to attract high profile guests.

Preet Banerjee
Preet Banerjee
...is an independent consultant to the financial services industry and a personal finance commentator. You can learn more about Preet at his personal website and you can click here to follow him on Twitter.
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  • Millennial Moola

    Robo-planner seems more farfetched to me. Planning by its nature is much more complex and personlized, whereas good investment portfolios are easy to construct for everyone with low cost ETFs. Navigating disability insurance, life insurnace, wills, trusts, budgets, and more will take some more time to figure out well