Inovestor

Machine Learning and Capital Markets In the competitive landscape of capital markets, leveraging machine learning (ML) has become a critical differentiator. Success in this domain hinges on a strategic combination of three essential elements: 1 Experienced Portfolio Manager 2 Top-Tier Data Scientist 3 Expert Data Analyst The Inovestor Case Study: Our recent initiative at Inovestor Asset Management showcases this trifecta in action. By employing a statistical learning algorithm, we crafted a strategy that outperforms traditional benchmarks for Canadian equity portfolio management. Key Highlights: 42 factors analyzed across the S&P/TSX Composite Index Top 25 ranked stocks selected for the portfolio, ensuring high performance Achieved an Information Ratio of 0.84 over 11 years Delivered annualized returns of 14.68% Key Takeaways: Success was driven by the collaboration of: Karl Gauvin, Portfolio Manager: Ensuring alignment with investment goals Parisa Davar, Data Scientist: Guaranteeing robust and scalable models Anthony Menard, Data Analyst: Ensuring data integrity and quality This approach reaffirms a crucial point: less sophisticated algorithms, when applied to high-quality data, often outperform more complex models built on poor-quality data. In the fast-evolving world of capital markets, staying ahead requires more than just adopting the latest technology. It demands a strategic approach grounded in market expertise, technical proficiency, and data integrity. Curious to learn more about leveraging ML in capital markets? Connect with Inovestor for deeper insights! #MachineLearning #CapitalMarkets #AIinFinance #PortfolioManagement #DataScience #FinTech https://lnkd.in/gGEh4rK8

The Future of Quantitative Investment Research A core function of portfolio managers, investment advisors, and money managers is researching, evaluating, and comparing market securities, ETFs, and mutual funds for potential inclusion in investment portfolios. Traditionally, this process has been time-intensive, inconsistent, and inefficient. However, modern quantitative investment research has revolutionized this landscape. What is Quantitative Investment Research? Quantitative investment research involves using mathematical models, statistical analyses, and computational techniques to analyze market data and corporate financial statements for informed investment decisions. Unlike traditional methods that rely on qualitative assessments, quantitative research leverages vast amounts of data to identify patterns, trends, and anomalies. Here are some key benefits: Consistency: Ensures the same criteria for every investment, reducing human error. Efficiency: Automates analysis, allowing quicker decision-making. Scalability: Handles large data volumes, enabling the analysis of numerous opportunities simultaneously. Why is Quantitative Investment Research Important? Data-Driven Decision-Making: Transforms raw data into actionable insights. Enhanced Risk Management: Models the behavior of asset classes under various conditions. Objective Analysis: Reduces cognitive biases and emotional influence in decision-making. Scalability: Efficiently manages larger portfolios and explores global opportunities. Key Components of Quantitative Investment Research: Data: High-quality data such as historical prices, financial statements, and macroeconomic indicators. Model Development: Creation of models using mathematical and statistical techniques. Backtesting: Rigorous testing of model performance using historical data. Monitoring: Continuous validation and adjustment of models with real-time data. Conclusion Quantitative investment research is transforming how portfolio managers and investment advisors approach the markets. Leveraging data-driven analysis, advanced modeling techniques, and cutting-edge technology provides a powerful framework for optimizing investment strategies and managing risk. Connect with us to explore how technology can enhance your investment approach.   #InvestmentResearch #QuantitativeAnalysis #PortfolioManagement #AI #FinTech #InvestmentStrategies #DataDriven #Efficiency #Scalability

As we navigate our 25th anniversary, the heartfelt messages from our cherished clients serve a a poignant reminder of why we continue to approach our work with a smile. Join our community of users and discover firsthand why, even after 25 years, we’re still receiving enduring love and support! Have a good weekend.

Happy to share our one-year 1st percentile ranking in Canadian Equities! Kudos to the entire Investment Management team!!! This noteworthy achievement is a well-deserved reward, reflecting the exceptional efforts put in by each member of the team. Special thanks to Christian Godin and Anthony Ménard, CFA for their valuable contributions, as well as a heartfelt appreciation to our CEO, Pascal Lefrancois, for his leadership and guidance in steering us toward success. #teamappreciation #kudos #inovestorsuccess #canadianequities Horizons ETFs (Canada) Nasdaq

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Number Cruncher is in for this month and here is what we have!: S&P 500 leads at 16.3%, but S&P 400 lags at 3.5%. Large caps play it safe during recession fears. How can investors play smart for optimal returns and risk management? Consider focusing on mid-cap companies with a proven track record of robust free-cash-flow-to-capital. We screened U.S. companies with a market cap between $5B and $10B, specifically looking for those with: 🔹One-year and five-year average free-cash-flow-to-capital > 4%. 🔹Relative Economic Performance Index (EPI) > 0.7. 🔹Five-year return on capital > 10%. 🔹Positive vibes with a one-year price return. Traditional wisdom leans towards large-cap stocks in uncertain times, but here's where the game changes. 🔸Dropbox Inc. excels in cloud storage with a robust 22.3% 5-year free-cash-flow-to-capital. 🔸UFP Industries Inc., the wood alternative pro, sees a remarkable 43% and 31.8% price return over the past one-year and six-month periods, respectively. 🔸Murphy USA Inc. takes the retail lead with a solid 21.8% 5-year return on capital and a balanced relative EPI of 1.0. 🔍👉 Continue reading to learn more about all 11 U.S. industrial companies below👇 https://lnkd.in/dyJ8yu5b Thank you, Anthony Ménard, CFA, our VP of data management, for sharing this valuable information. #numbercruncher #fintech #finance #finserv #midcaps #marketmovers

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We are pleased to announce that we have been selected as finalists in the #BenzingaGlobalFintechAwards 2023, competing in the category of "Best Financial Research Company." This recognition is a testament to our team's unwavering commitment to excellence in the field of financial research. We are grateful for this opportunity and most importantly kudos to our amazing team for this well-deserved recognition! 🙌 🙏 #finalist #bestfinancialresearchcompany2023 #recognition #fintechinnovation #globalfintechawards

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