2023年第二季度机器人报告.pdf

Welcome to

The Robo Report& Robo Ranking

Condor Capital Wealth Management isproud to publish the 28th edition of the

Robo Reporto, covering the second quarter

of 2023, and the 11th edition of the RoboRanking@. This Report is a continuation ofan ongoing study that monitors well-knownrobo advisors. We strive to provide a reliableresource for both investors and professionalsinterested in the digital advice industry.

Highlights

→The Winner of Best Overall Robo, Schwab, pro-vides an impressive yet simple digital experienceand affords an impressive financial planning expe-rience at the premium level.

→The winners of Best Robo for Digital FinancialPlanning, Empower and Wealthfront, serve as anexample of simple yet effective online planning.→ SoFi won Best Robo for First-Time Investorsbecause of its low fees, and its ability to managemany areas of one’s financial life on a single plat-form including debt consolidation, career coach-

ing, and live financial planning.

→Large cap growth has dominated marketreturns year-to-date.

→ Nimble management of duration was a majorfactor in determining the performance of fixedincome portfolios over the past three years.

→ Allocations to domestic and value equities sup-ported the performance over the prior 3-year and5-year periods.