Portfolio managers at Robo Global tend not to invest alongside their shareholders, detracting from the overall stewardship assessment. None of the firm’s assets are covered by an invested manager. Only two years of average asset-weighted tenure among Robo Global's longest-tenured managers gives us pause. In isolation, seasoned teams tend to have more experience to draw upon should they need to navigate turbulent market conditions. Looking at the firm's risk-adjusted performance, its fund lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average overall Morningstar Rating is 2.7 stars.
11 Steps to Making Your 401(k) Plan Greener
What you can learn from one Alphabet employee’s fight to lower climate risks in his retirement plan.