Our take on AI investment technology

November 19th, 2024

The Q3 earning season was a busy one – overlapping with election and geopolitical news that took a lot of attention, it was easy to miss any of the overarching themes and concerns from the 500 companies (and the analysts covering them) reporting within the S&P 500. We used our agentic AI tool –  Alfa™

November 5th, 2024

The United States election is tomorrow. Both candidates have made campaign promises that are sure to have effects across the market – whether tariffs, tax cuts, healthcare reform or immigration policy, the winner will have a major impact on the global economy. We used our agentic AI tool –  Alfa™ – to create an automation

June 26th, 2024

Investment management is facing an ever increasing set of pressures, from data overload, to fee compression, to paying attention to every piece of information so they ensure they never miss a thing. Artificial intelligence is helping asset managers combat these problems, but when we talk to clients and prospective clients, we have heard that even

December 13th, 2023

In asset management, the ability to gain insights from breaking news ahead of your competition is indispensable. By leveraging AI, which is capable of analyzing datasets comprising tens of thousands of news sources, investment managers can navigate the complexities of big data, and can swiftly identify impactful trends and critical information as they happen. This

November 17th, 2023

Earlier this year, we announced a new addition to Boosted Insights – our AI software for investment managers, called Market Trends. Market Trends uses large language models (LLM) to quickly get clients up to date on any market-moving topics as well as seeing which stocks are positively/negatively impacted by macro trends. We are excited to

September 5th, 2023

Boosted.ai began with a mission: to create the most loved and widely used AI tool for asset management. Since 2017, when we started Boosted.ai, we have aimed to make Boosted Insights – our AI software for investment managers, an easy-to-use tool masking serious complexity and computational power. I am thrilled to unveil Boosted Insights 3.0

July 19th, 2023

In November of last year, OpenAI launched ChatGPT, their artificial intelligence chatbot trained to read a user’s prompt and provide a detailed response. Despite the company’s lack of any real kind of marketing push for the launch, ChatGPT became the fastest growing consumer internet app ever, reaching over 100M unique users in just two months.

June 21st, 2023

There are many characteristics that unify our user base of forward thinking asset managers, but none more so than the fact they are extremely time constrained. Portfolio managers simply do not have time to pore over every piece of data on every stock within their universes. Time and time again, our users have told us

March 7th, 2023

We have spent years honing Boosted Insights – our artificial intelligence platform purpose build for asset managers – based on client feedback. We’ve made explainable, glass-box improvements to help asset managers have complete clarity into all trade recommendations, we’ve added smart hedge baskets that incorporate data-driven AI into the process, and we created stock one-pagers

February 17th, 2023

Investment advisors and wealth managers – like institutional investors – know that using AI can benefit their business. In fact, research by Accenture found that almost every advisor surveyed (97%) believes that AI can help grow their book of business organically by more than 20%. The problem is that half of those advisors said their

June 15th, 2022

One of the biggest challenges with incorporating AI into traditional institutional investing is the lack of transparency behind the machine’s decision-making process. Portfolio managers and analysts have to be able to trust (and explain) all machine recommendations. Here at Boosted.ai, we believe investing begins and ends with humans. The context around the machine’s outputs is

March 31st, 2022

Every business leader wants to command a data-driven enterprise. Considering the sheer volume of data available to us today, it seems simple enough. However, for those of us old enough to remember floppy disks, it can be staggering to consider that data is now measured in petabytes, exabytes and zettabytes (a petabyte is 1000 terabytes

February 16th, 2022

Technology is advancing at breakneck speeds. We might not be flying in hover cars just yet, but self-driving vehicles, talking robots and intelligent appliances are all very much tech we enjoy today. Artificial intelligence and machine learning are drivers of that technological shift, but it can be difficult to separate fact from science fiction when

January 12th, 2022

The world’s asset managers have never been as focused as they are today on bringing AI to their investment processes, but the technology remains in its infancy. Boosted.ai is helping firms that span all levels of machine learning capabilities – from those that have never used AI to sophisticated quants, we’re proud of how Boosted

November 29th, 2021

Some would say that the last few decades in the investing world have been defined by the rise of the index fund. But at the same time, active managers still hold a great deal of power in the market, especially at the institutional investment level. Most recently, the market has seen an uptick in what

October 27th, 2021

APIs – it stands for application programming interface(s) – can sound very complicated, but they are merely a way to take complex data and put it into a format that matches your existing process. Using APIs can help investment managers implement artificial intelligence in a way that works for them. If using AI and machine

September 24th, 2021

We know that asset managers are incredibly strapped for time. From the morning meeting at 7:00 a.m. until well after markets close, an investment manager’s day is non-stop. We have heard from investment managers that they know AI is interesting, but they’re not sure how they might integrate it into their process – not only

September 10th, 2021

Artificial intelligence is at the forefront of digital transformation for investment management. We have previously discussed ways folks can use AI in their institutional investing strategies. And though there are a lot of applications of AI and machine learning, they ultimately boil down to finding a way to interpret the vast amounts of data that

August 4th, 2021

There are a lot of acronyms for asset managers to keep up with. ESG. EBITDA. COGS. Any institutional investors looking to incorporate artificial intelligence (AI) into their process should be aware of another important acronym: XAI. XAI, or explainable AI, is critical for asset managers to explain artificial intelligence and machine learning (ML) decisions to

June 28th, 2021

As the adoption of new technology in investment management continues to grow, AI-based insights have proven invaluable for investment managers seeking to add additional alpha to their portfolios. However, one deterrent to fully embracing AI is the ‘black box’ nature of core machine learning systems. Boosted.ai CEO Josh Pantony recently sat down for a webinar

June 1st, 2021

Executive Summary Using AI can help asset managers find performance within their own portfolios Risk factor constraints and AI portfolio optimizers are one of the ways to utilize machine learning today Our portfolio with factor constraints has outperformed IWB by 29.33 percentage points since September 2020 Our AI portfolio without factor constraints has still beaten

May 19th, 2021

As the adoption of new technology in investment management continues to grow, AI based insights have proven invaluable for investment managers seeking to add additional alpha to their portfolios. However, one deterrent in fully embracing AI is the need to explain AI-based decisions to stakeholders. Fund managers cannot use black box algorithms that don’t give

April 28th, 2021

Machine learning and artificial intelligence are transforming nearly every aspect of the financial services industry, with companies that offer data-centric and machine learning-related tools changing how trillions of dollars are managed worldwide. As investment models increasingly depend on data, key players in the industry are discovering the value of using artificial intelligence. The expansion of

March 29th, 2021

The ever advancing push of technology is remarkable. The first iPhone only came out in 2007. iPads were even later to join the party, coming out in 2010. In 2009, people were still using Netflix (in Canada) to order DVDs. Things that people once thought were indispensable become relics (hello, Panasonic Shockwave!) and things that

February 24th, 2021

Curious about machine learning for investment management? Check out this infographic, which illustrates how Boosted.ai combines your capital markets expertise with big data, adds our proprietary, finance-specific machine learning algorithms and then generates ideas for your portfolio.  Our machine learning takes your inputs and works to create a dynamically ranked list of stocks that can

February 3rd, 2021

Cromulent. Embiggens. Quantamental. They all sound made up, right? Strangely, some investors might be more familiar with the first two terms (Simpsons references all the way from the 1990s) than the last. Quantamental is a portmanteau, combining quantitative and fundamental asset management styles, for the best that both strategies have to offer. Quantitative Challenges Quantitative

December 7th, 2020

  Financial services companies have spent billions of dollars and countless hours reinforcing and protecting their data infrastructures in a costly and inefficient manner. As we enter an era that will continue this trend and rely on data more than ever before, we are seeing a new data supply chain emerge to help companies access,

November 20th, 2020

Why do some quant strategies fail? It has to do with all of the human decisions that go into setting up the machine.

August 26th, 2020

The rise of the machines: not just the lukewarm third installment of the Terminator series, but also, the ominous headline nearly every publication uses when writing about machine learning.

August 26th, 2020

· While we do not have a crystal ball and cannot know which stocks will become most impacted by some future event, we offer a solution of how to mitigate this problem by using the example of the COVID cluster of stocks. · Using advanced machine learning techniques, we can create portfolios with increased resilience