The investment industry is undergoing a transformation that is largely attributable to technological advancements. Investors will benefit from a basic understanding of ML algorithms and the impact ...

A recent study, “Picking Winners in Factorland: A Machine Learning Approach to Predicting Factor Returns,” set out to answer a critical question: Can machine learning techniques improve the prediction ...

Ben Johnson: Hi. I'm Ben Johnson, director of global ETF research with Morningstar. Today I'm on the sidelines of Morningstar's 30th annual Morningstar Investment Conference, and I'm joined by Kevin ...

Introduction: The Portfolio Optimization Process Needs to Be Revamped. For decades, portfolio optimization has been the pinnacle of modern finance. In the 1950s, with the introduction of Harry ...

As investors enter bear market territory, alternative asset managers will need to differentiate themselves from competitors in ways they haven’t had to in years. Venture capital firm Georgian may ...

At first glance, it might appear that machine learning models and asset managers, particularly those that employ quantitative strategies, are a natural fit. But the reality is that many managers are ...

Portfolio managers are constantly adapting to the ever-evolving environment of the investing landscape. Shifting market trends, government regulation and macroeconomic factors can all affect the way ...