Wealthfront determines optimal portfolios by using mean-variance optimization with inputs including the variance-covariance matrix of asset class returns and net-of-fee, after-tax expected returns for each asset class.

Authors

• Person: Not available Organization: Wealthfront
  Wealthfront Classic Portfolio Investment Methodology White Paper

Sources

• Wealthfront Classic Portfolio Investment Methodology White Paper research.wealthfront.com Wealthfront via serper

Referenced by nodes (2)

• Wealthfront entity
• mean-variance optimization concept