I vividly recall sitting at my laptop last fall developing a presentation for the National Association of Active Investment Managers (naaim.org), when I received a fateful email — Trading Markets had become an event sponsor, and I was now ‘opening act’ for none other than Larry Connors. As readers here know, Larry is the iconic co-founder of the Trading Markets franchise, recognized throughout the industry for his original research in quantitative approaches to markets. Moreover, I knew Larry as one [...]
Author Archives: Jeff Pietsch
Despite of all this sophistication, “Machine” portfolios can be tailored to individual client objectives, and are quantifiably verifiable, historically tested, maintained and updated for you daily. In fact, the service may be directly connected to a small handful of trading platforms. Importantly, all of this is achieved through a user friendly interface that will nevertheless stand up to regulatory audit.
This article is the first in a series introducing “The Machine Advisor®” to professional investment advisors. If you haven’t discovered it yet, “The Machine” is a web-delivered service that allows advisors to build and actively manage customized, quantified portfolios for their clients. Think of it as an easy means to access sophisticated “alpha” methods traditionally left to hedge funds. First Impressions Matter On first logging into the service, I was greeted with a clean layout highlighting the Portfolio Builder (a [...]