Diversified? Easier Said than Done

How AI is taking Portfolio Construction and Diversification to the next level

⚽️ What Do Pep Guardiola and Ray Dalio have in common?
In the same way Premier League managers prepare for a match, when we invest we have to position ourselves correctly and combine the assets we have the best way possible to deliver high-quality and stable performances.

⛔ Correlation Can Be A False Friend
Getting diversification right is complex. This happens because asset correlations change, and so does their diversification benefit. To keep up the pace, we need tools designed to cut through complexity and continuously identify new opportunities as they arise.

🔑  AI+Diversification = Better Positioning
AI models are taking portfolio construction to a whole new level, beyond the traditional low-correlated portfolio. They are allowing investors to achieve a forward-looking, robust positioning of their portfolios built to withstand the gradual unfolding of financial markets.

Inside:

  • Introduction                                                                                                     
  • When the Merchant of Venice Went Bust 
  • Landing on Correlation Island
  • AI: The Lifebelt in the Financial Ocean 
  • Taking Diversification One Step Further 
  • Looking from The Vantage Point

Other research papers:
EFFICIENT PORTFOLIOS

Harnessing Portfolio Diagnostics

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The AI Renaissance

⌚  18 June 1956. Hanover, New Hampshire
This was the day AI was born. Since then, it has been a relentless race of innovation. And we are only...