5 C
New York
Tuesday, November 29, 2022

A Quants-Eye View of the World of Different Investments

During times of volatility within the inventory and bond markets, many advisors contemplate incorporating options seeking constructive returns and added layers of diversification. However how do these methods actually work — and the way lifelike are these expectations? Be part of us for a quantitative evaluation of liquid various investments with a deal with the place they match into a technique, in addition to what kind of outcomes it’s 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 talk about: 

  • Different investments are inclined to rise in reputation 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 with the ability to improve portfolio diversification and supply an uncorrelated stream of returns. We’ll dig into if these assumptions are lifelike and, if that’s the case, how dependable they’re
  • We’re going to ditch the pitch and quantitatively consider the world of liquid various investments with a deal with 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 various quantitatively managed portfolio

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

Sponsored by




Chris Shuba

Chief Govt 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



Related Articles


Please enter your comment!
Please enter your name here

Latest Articles