Dear Sir/Madam,
We are conducting research on "Users' Intention to Use Securities Firms' Robo-Advisors" to understand your attitude and needs regarding robo-advisors provided by securities firms. This questionnaire is anonymous, and the data will only be used for academic research with strict confidentiality. The completion will take approximately 8-10 minutes. Please answer based on your true feelings. Thank you for your support and cooperation!
The securities portfolio recommended by the securities firm's robo-advisor is highly consistent with my risk-bearing capacity.
The risk-return characteristics of the recommended products meet my investment expectations.
The recommendations of this robo-advisor will not deviate from my core investment goals (e.g., short-term arbitrage / long-term value appreciation).
Reverse item: I often feel that the products recommended by the robo-advisor do not match my position needs.
The recommendation results of the robo-advisor are accompanied by industry research reports or data analysis support, which enhances my decision-making confidence.
It can adjust recommendations in real-time based on industry dynamics (e.g., policy adjustments, sector rotations).
Its recommendation logic can be linked to the securities firm's professional research resources (e.g., industry knowledge graphs), making it easy to understand.
Reverse item: The robo-advisor's recommendations lack professional analysis basis and only rely on basic data.
The robo-advisor clearly discloses the algorithm allocation logic and decision-making basis.
It explicitly publicizes conflict of interest isolation measures (e.g., not recommending high-commission associated products).
The compliance operation processes (e.g., risk reminders, information disclosure) are fully displayed.
Reverse item: I am unclear about the robo-advisor's compliance guarantee mechanisms and data usage rules.
After using this robo-advisor, my securities asset allocation has become more reasonable and efficient.
Its recommended portfolio can effectively complement existing positions and reduce the risk of single-asset exposure.
Compared with screening products by myself, it can help me accurately match securities products that meet my needs.
Reverse item: Using the robo-advisor has not improved the quality of my investment decisions.
The research report linkage function has provided me with professional investment perspectives that are difficult to obtain individually.
Its interpretation of industry trends is consistent with the securities firm's professional research conclusions, with high credibility.
The professional logic behind the algorithm (e.g., portfolio optimization model) enhances the persuasiveness of the recommendations.
Reverse item: The robo-advisor lacks professional support and is no different from ordinary wealth management tools.
During the investment process, the operation of the robo-advisor makes me feel that potential risks are under control.
When using the robo-advisor, I feel psychologically comfortable providing information required for portfolio allocation.
The risk reminder and adjustment mechanisms make me feel less anxious about making investment mistakes.
Reverse item: When using the robo-advisor, I often feel uneasy about potential operational or investment-related risks.
I believe the recommendations of the robo-advisor can effectively control investment risks.
The accuracy of its portfolio optimization algorithm has been professionally verified, with high reliability.
It can adjust recommendations dynamically based on market fluctuations, with strong adaptability.
Reverse item: I lack confidence in the algorithm decision-making logic of the robo-advisor.
Based on the securities firm's license qualifications and industry reputation, I trust the objectivity of its recommendations.
The securities firm's professional investment research team provides support for the robo-advisor, reducing recommendation biases.
It adheres to the principle of customer interest first, with no excessive marketing tendencies.
Reverse item: I am worried that the securities firm will promote high-commission products through the robo-advisor for profit.
I believe that the securities firm has the capability to properly protect my sensitive information, such as position data and transaction records.
I trust that the securities firm will comply with regulatory requirements in collecting and using my data and will not misuse such information.
I trust that the securities firm has established adequate technical and managerial safeguards to prevent data leakage.
Reverse item: I doubt whether the securities firm can be relied upon to responsibly protect users’ data and privacy.
I will try to use this securities firm's robo-advisor within the next 6 months.
I am willing to entrust part of my securities assets to it for management.
If the user experience is good, I will continue to use this robo-advisor service for a long time.
I will recommend this product to friends around me who have securities investment needs.
How often have you used similar intelligent wealth management tools (e.g., securities firm robo-advisors, third-party platform intelligent allocation) in the past 3 months?
Your securities investment tenure:
Your experience in using similar intelligent wealth management tools (e.g., Ant Fortune intelligent allocation, bank robo-advisors):
Your understanding of securities portfolio allocation logic (e.g., asset diversification, sector rotation):
Scale of securities assets (stocks, funds, bonds, etc.):
Risk tolerance:
Thank you again for your participation! Your feedback will provide important reference for the optimization of securities firms' robo-advisors!
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