Power Points

Business For The Future

A Quants-Eye View of the World of Various Investments

A Quants-Eye View of the World of Various Investments

In periods of volatility within the inventory and bond markets, many advisors think about incorporating alternate options in the hunt for constructive returns and added layers of diversification. However how do these methods actually work — and the way reasonable are these expectations? Be part of us for a quantitative evaluation of liquid different investments with a give attention to the place they match into a method, in addition to what kind of outcomes it is best to hope to perform.

 

Be part of Chris Shuba, Helios Founder and CEO, Joe Mallen, Chief Funding Officer, and Jason Van Thiel, Director of Analysis on December ninth at 8:00 am PST / 11:00 am EST as they focus on: 

  • Various investments are inclined to rise in recognition throughout, and instantly after, market downturns. Be part of us as we take a deep dive into how these methods actually work and the place they will match into portfolios
  • The pitches for a lot of of those methods hinge on having the ability to improve portfolio diversification and supply an uncorrelated stream of returns. We’ll dig into if these assumptions are reasonable and, if that’s the case, how dependable they’re
  • We’re going to ditch the pitch and quantitatively consider the world of liquid different investments with a give attention to what sort of outcomes they will accomplish and the way they really modify portfolios
  • A tech-driven course of that offers advisors the instruments and ease-of-access they should differentiate — whereas delivering a very numerous quantitatively managed portfolio

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Sponsored by

A Quants-Eye View of the World of Various Investments

 

 

 

Chris Shuba

Chief Government Officer

Helios Quantitative Analysis

 

Joe Mallen

Chief Funding Officer

Helios Quantitative Analysis

 

Jason Van Thiel

Director of Analysis

Helios Quantitative Analysis

 

David H. Lenok – Host

Senior Wealth Planning Editor

WealthManagement.com