Responsive is an online investing service that uses artificial intelligence and machine learning to adapt your portfolio according to global economic changes in the market. The blog features posts on artificial intelligence, market outlook, digital wealth management and active management.
TL;DR - Don’t forget the March 1 RRSP deadline and consider transferring assets from non-registered accounts into TFSA or RRSP.On January 1 each
Canadian adult got another $5,500 of co… Read More
I’m a science-fiction fanatic, so the thrilling season finale of Westworld had my thoughts abuzz this snowy Vancouver Monday. The series produced by the Nolan clan and JJ Abrams reboot… Read More
At Responsive, we strongly believe that we can increase portfolio returns by investing through a tactical asset allocation strategy. In this post, we’ll discuss tactical asset all… Read More
On October 8th, Rob Carrick updated his annual Globe and Mail Guide to Online Advisers. It is, in our view, the single best roundup of automated wealth managers in Canada and we are excited… Read More
The differences boil down to investment philosophy. Fundamentally, robo-advisor services can follow one of two basic approaches to investment management when they manage their money: pa… Read More
On Wednesday September 21st, Responsive Capital
Management, an online wealth manager powered by artificial intelligence (AI)
technology, will offer consumers access to technology typically o… Read More
Here is a social media cheat sheet to help you spread the word about Responsive Capital Management’s launch.Here are some draft tweets (all under 140 characters) to copy and paste:Plea… Read More
Performance (Representative accounts, AFTER 0.80% annual fee)Positioning and activity reviewDuring April, we maintained our small 2% equity overweight that we established close to the… Read More
The first generation of robo-advisors use a method known as “passive portfolio management” to buy and hold a fixed balance of exchange-traded funds (ETFs). The method relies on p… Read More
This morning, in response to uncertainty around the consequences of the surprise Brexit result, the founders of Responsive made active changes to their private family and friends portfolios… Read More
Canadian real estate prices have been going up and mortgage rates have been going down for a while. What happens if these trends change?While it may be tempting to listen to the voices that… Read More
In the Big Short series, I examine the Canadian Real Estate market in relation to debt, interest rates, as well as Canadian and foreign demand.In last the last post we looked at how Canadian… Read More
What is Asset Allocation?Everyone has heard the term “diversify your portfolio” but what does that mean? The central idea follows the wisdom of the “eggs in one… Read More
Genus Capital Management is offering Canada’s first Fossil Free family of funds using Responsive technology. The Genus Fossil Free Funds exclude high carbon emitters and invest i… Read More
A robo-advisor is an online
wealth management service that provides
automated portfolio management advice minimizing the use human
financial planners. Consequently, the cost… Read More
Smart. Simple. Better. Modern. Best. Biggest. Most.You’ve heard the marketing lingo, but how is your money actually being managed? In this post we are going to look at the fundamental… Read More
(Image Credit: Marvel Studios)The Robo Straw ManIncumbent wealth management businesses have been pushing a false dichotomy ever since tech-focused startups have appeared as competitors. The… Read More
Just kidding.Kind of: https://docs.google.com/spreadsheets/d/1NLmnFyfs321svP23kDHicoSwcPyNb05ZnZR6C5zoKZ8/edit?usp=sharingMany online wealth management services, called “robo-advi… Read More
“Honey it’s a sh*t storm out here and everyone is walking around like they are in a goddamn Enya video.” -Steve Carrall as Mark BaumFor fear of being lynched by a horde of… Read More
Seinfeld MarketsWith US and global stock and bond returns close to zero in 2015, the tongue-in cheek review theme is that nothing happened. It is like the Seinfeld’s parody pitch for … Read More