WEALTH MANAGERS REQUIRE TECHNOLOGY THAT IDENTIFIES ALPHA AND MANAGES RISKThe tasks of improving Performance, servicing clients, and raising AUM demand it.
Passive investment vehicles are the giant sucking sounds in the market. Tapping innovation, like Machine Learning A.I., will differentiate Wealth Managers and Capital firms while yielding a path to high performance.
Trade Ideas Professional Suite provides the new capabilities for Active professionals.
Key Findings from Case Studies:
- Information Advantages: expand the mix of alpha generating strategies
- Alternative Idea Generation at Merril Lynch: “We like it because it takes us into something we don’t really do“
- Risk Management at NYSE MAC: Analyze and alert on existing equity portfolio for relevant events, and support / resistance thresholds
- Efficient Workflow: supplement the efforts of human investment decisions; empowered with A.I. tools
- Fraction of the cost to hire a live quantitative-equity portfolio manager
Why Trade Ideas?
- Capture consistent alpha
- Access unique Derived Conclusions from technicals, fundamentals, and non-structured data sets
- Optimize your investment and trading strategies with our A.I.-as-a-Service
- Beat the indexes – see our portfolio’s performance
- Work in concert with portfolio based robo advisement or “Alpha advisement”
- Audit the trading trail – use historical data to establish “Facts and Circumstances” of the trade
- Improve efficiency of technology spend: Stop using 10% of expensive terminals and use 90% of Trade Ideas