Talk Your Book: Building Portfolios with AI

Jan 15, 2024

Explore the experience of a diversified investor in 2023, utilizing AI to build portfolios for advisors, Helios' latest trading service offering, the challenge of investing only in big tech companies, incorporating Bitcoin ETF into portfolios, decision-making characteristics and client preferences in portfolio building, and the benefits of outsourcing or insourcing model portfolio management.

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INSIGHT

AI's Impact

AI is expected to improve productivity across industries, including financial services.
Some companies will lead AI development, while others will integrate it into their existing tools.

INSIGHT

Helios and AI

Helios uses AI in both client-facing tools and behind-the-scenes processes.
They focus on machine learning and neural networks for investment decisions.

INSIGHT

AI-Driven Strategy

Helios uses AI to build an equity asset class rotation strategy.
This strategy blends long-run and current data to improve consistency in investment decisions.

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On this episode, Michael Batnick and Ben Carlson are joined again by Chris Shuba, Founder and CEO of Helios Quantitative Research to discuss: the experience of a diversified investor in 2023, utilizing AI to build portfolios for advisors, Helios' latest trading service offering, and much more!

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Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

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