November 29th, 2021

Recapping Our Latest Roundtable: Active Vs. Passive and the Future of ETFs

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

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November 10th, 2021

Boosted Insights Product Update: Stock One-Pagers Give Insight Into Your AI-Powered Equity Selection

We know that institutional investors are short on time and need their data-driven insights to be understandable both from a high-level view and in deeper detail. As a complement to our Portfolio One-Pagers, we are proud to release Stock One-Pagers. These fact-filled pages illustrate how the asset manager’s machine learning model thinks of every equity

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October 27th, 2021

Using APIs to Assist in Implementing Artificial Intelligence to your Stock Picking Process

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

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September 30th, 2021

Webinar Recap: AI-Driven Investment Strategies For Traditional Investors

In a recent webinar, Erik McBain, Director of Growth at, shared his latest insights into the shifting investment landscape and how AI will continue to impact the institutional investment and asset management industry. Changing Industries and the Universal Adoption of AI As artificial intelligence evolves and becomes increasingly efficient, various industries have begun to

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September 24th, 2021

Boosted Insights Product Update: Heat Maps Give Instant Feedback On Your AI Investment Management Models

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

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September 17th, 2021

Boosted Insights Product Update: Semantic Risk Factors Use NLP To Help Asset Managers Understand Their AI Models

Machine learning for asset management has a lot of moving pieces: portfolio allocation, risk management, and ensuring that any predictions the machine makes are explainable to different stakeholders are just a few things investment managers have to think of when creating their ML portfolio models. Using statistical techniques to summarize and explain complex market movements

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September 10th, 2021

A Breakdown of Asset Manager Strategies (Spoiler: The Best Ones Use Artificial Intelligence)

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

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August 9th, 2021

Boosted Insights Product Update: Portfolio One Pagers Help Incorporate AI Into Your Daily Stock Picking Process

Something we have heard from fundamental asset managers is that artificial intelligence is interesting, but it is difficult to incorporate it into their process. We wrote a post about different ways investment managers can begin implementing AI here, but we’re also always trying to make our product, Boosted Insights, better and more easily consolidated into

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August 4th, 2021

Asset Managers Need Explainable AI. But What Is It, And How Can I Incorporate It Into My Process?

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

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July 28th, 2021

Boosted Insights Product Update: Rankings v2 Improves Our Explainable AI For Institutional Investors

Something we at have learned from our clients is that for institutional investors, explainable AI is not a nice-to-have, it is a must. In order to pass muster for asset managers, any reason our machine learning algorithms make decisions must be transparent to their stakeholders. We like to think of our machine learning algorithms

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June 28th, 2021

Webinar Recap: Faster, Smarter Decisions with Explainable AI in Stock Prediction

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. CEO Josh Pantony recently sat down for a webinar

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June 18th, 2021

Boosted Insights Product Update: Factor Timing Broadens Our AI Comparison Features

AI for asset management is a new and exciting field. It’s also pretty complex to understand. At, we endeavour to make artificial intelligence for investment management as simple and point-and-click as possible, while still offering the powerful machine learning that institutional investors require to succeed. However, we have found that “show, don’t tell” tends

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June 1st, 2021

Beating The Benchmark: How Our AI Powered Portfolios Have Outperformed IWB Since September 2020

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

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May 31st, 2021

Webinar Recap: How to Adapt Alternative Data to Asset Management

Institutional asset management is under pressure – fee compression, shifting investor sentiment and technological advances are placing demands on portfolio managers to find new ways to deliver value to investors. A massive explosion of alternative data has started to appear over the last several years and is likely to continue to accelerate over the next

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May 19th, 2021

Boosted Insights Product Update: Feature Importance Offers Deeper Understanding of Your AI Asset Management Models

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

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May 13th, 2021

Using Artificial Intelligence Optimizers To Reduce Turnover and Volatility For Institutional Investors

Executive Summary: Artificial intelligence portfolio optimizations can help institutional investors with volatility and turnover portfolio needs Significant reductions in volatility and turnover can come at only minor reductions to return (and sometimes improvements in other metrics like Sharpe and alpha) Our optimizers led to a 576 bps drop in volatility, a 92.26 percentage point drop

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April 28th, 2021

Recapping Machine Learning and AI: An Investment Perspective, Presented by and Rise New York

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

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April 12th, 2021

ChinaAMC Integrates Machine Learning Solutions from into Investment Process

Implementation brings performant, explainable AI to one of China’s largest asset managers, the leading distributed machine learning platform for global investment professionals, today announced it will provide its machine learning platform, Boosted Insights, to China Asset Management Co., Ltd. (ChinaAMC), one of the largest fund management firms in China ($245.5B AUM as of December 31,

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March 29th, 2021

AI For Asset Management Is Interesting. But How Can I Use It?

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

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March 22nd, 2021

Another Predictive Use of AI for Investment Managers: Factor Timing

Executive Summary Factor timing is a very predictive use of machine learning for investment managers Utilizing factor timing can help flag signals on momentum, value, volatility and other factors Our machine learning surfaced the switch to Value over Momentum in early 2021 Capital markets expertise is still needed to glean the most value from the

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February 24th, 2021

How Uses Machine Learning to Help You Generate Stock Ideas

Curious about machine learning for investment management? Check out this infographic, which illustrates how 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

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February 12th, 2021

Driving AI Success In Investment Management With Factor Timing

Executive Summary Machine learning in investment management works very well on bottom-up fundamental analysis Using artificial intelligence to practice factor timing is also predictive Factor timing aggregates the star rankings and factor scores the machine learning assigns to each equity in a user’s stock universe Our AI factor timing led to average returns of +1.42%

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February 3rd, 2021

What is Quantamental Investing and How Can it Make Me a Better Asset Manager?

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

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January 29th, 2021

How To Avoid Short Blow-Ups Using Machine Learning Risk Factor Constraints

It’s no secret trends come in waves. Right now, the 90’s are back in a big way. Fresh Prince of Bel-Air, Saved by the Bell and Sex and the City have all gotten reboots, kids are dressing like they’re en route to a Counting Crows concert, and GameStop (GME) – that place actual 90’s kids

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December 7th, 2020

Recapping The Crux Summit Fall 2020: The Future of the Data Supply Chain

  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,

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December 1st, 2020

Navigating the Quant Shock: How Machine Learning Can Help Portfolios Through Regime Shifts

Machine learning can be useful for a lot of things – picking out movies to suggest, performing live translation, even (one day) fully self-driving cars. In investment and finance, the application of machine learning is still relatively new, but it offers exciting results, especially in the age of uncertainty we find ourselves in, here in

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November 20th, 2020 Featured in TabbForum on the Three Top Downfalls of Quant Investors

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

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August 26th, 2020 Featured in Waters Technology on Navigating COVID-19 Risks

How can you measure and predict the effects of something that hasn’t happened in a century?

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August 26th, 2020

Understanding the Machine: The Importance of Relative Valuation

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.

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August 26th, 2020 Raises $8 Million to Bring Artificial Intelligence To Investment Management

We are thrilled to announce that we recently closed an $8 million USD Series A financing round, led by Portag3 Ventures.

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August 26th, 2020

Portfolio Construction and the COVID Cluster

· 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

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August 26th, 2020

Modelling The Coronavirus Risk Factor & Neutralizing It

Nobody can tell the future. Six months ago, I would have never guessed (even for April Fool’s Day) that we would find ourselves here, in a real-life version of the film Contagion. Modelling a black swan event like COVID-19 with traditional quantitative techniques is extremely difficult, due precisely to any black swan event’s inherent unpredictability.

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