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The Art and Science of Creating Personalized Portfolio Feeds powered by Alternative Data and AI

The Art and Science of Creating Personalized Portfolio Feeds powered by Alternative Data and AI

Aired On

Dec / 09 / 2021
12:00 pm - EST
Erez Katz , Taylor Korf
Neuravest Research Inc.

The influx of alternative data offerings have created new challenges for asset managers, researchers and analysts. How can data intelligence be consumed in the most efficient and affordable manner?

A smart portfolio feed is a personalized model portfolio product which combines orthogonal datasets “handpicked” by a machine-learning classifier into an actionable and accessible investment offering. A portfolio feed is a file which contains a portfolio’s point-in-time asset allocation specific to an investment mandate – based on customer’s input such as target asset universe, investment style (active, passive long, short, or long/short etc), portfolio concentration, turnover goals, and risk tolerance.

In this webinar, we uncover the necessary steps to construct such a portfolio scientifically. We have also planned time for a Q&A session on anything machine learning, alternative data adoption and data science in finance.

Whether you’re an alt data skeptic or a fan, this is your chance to put forth any questions you’ve been wanting to ask.

Disclosure: Interactive Brokers

Information posted on IBKR Campus that is provided by third-parties does NOT constitute a recommendation that you should contract for the services of that third party. Third-party participants who contribute to IBKR Campus are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the services offered, their past or future performance, or the accuracy of the information provided by the third party. Past performance is no guarantee of future results.

This material is from Neuravest Research Inc. and is being posted with its permission. The views expressed in this material are solely those of the author and/or Neuravest Research Inc. and Interactive Brokers is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to buy or sell any security. It should not be construed as research or investment advice or a recommendation to buy, sell or hold any security or commodity. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

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