Becky Munson, CPA, CITP’s Post

In this installment of Trends Watch, we speak with Dr. Florian Mair, Co-Founder and CEO at Quintik Capital, as they share their outlook on quantitative investing. Check it out: https://okt.to/KkJ9xm #quantitativeinvesting #investing #trendswatch

In the latest edition of IMI Insights, Prof. Dr. Monika Chopra, CFA demystifies Quantitative Investing, elucidating its synergy with traditional investment strategies and its role in modern portfolio management. She navigates through the nuances of data-driven decision-making and the strategic blend of Quantitative and Fundamental approaches. #InvestmentStrategies #InvestmentPortfolio #LifeAtIMI #IMINewDelhi

So far, the majority of our respondents participate in an angel investing group––do you? We’d love to know your thoughts. Take our quick survey and share with your network! #AngelInvesting #SeedFunding #DataDriven #BehavioralEconomics #WealthingVCClub

Curious about what the future holds for small-cap investors? Explore 2024’s market outlook with our founder and CIO, Robert Beauregard, as he breaks down the year’s trends and their impact on our investment approach. https://lnkd.in/gUay8PZR #MarketInsights #SmallCapFocus #2024FinancialTrends

Steve O. Oniya, CFP®, ChFC®, MBA & OM Investments mentioned in the news regarding "Best Investment Research Platforms for Investors in the #USA" with InvestmentNews media. Check out the article below written by reporter, Leo Almazora, about the best investor #research platforms based on visualization and reporting, screening tools, customer service, and integration with other software. A great #investment can be distinguished from sub-par #investments with the right research and alignment with one's goals. A successful #financialplan coupled with efficient and relevant research, can help meet an #investor's specific needs timely. The article also features #CFPpro insights from Scott Ward, CFP®, AIF®, AIFA® at Johnson Sterling, Inc. The research platforms surveyed include Bloomberg, BlackRock, Morningstar, FactSet, and YCharts. https://lnkd.in/g6EYeqz2 #portfoliorebalancing #financialplanning #diversification #stocks #marketresearch #markets #stockmarket

Capital Group investment professionals share five reasons they are optimistic about the future. https://lnkd.in/d2buYKzt #CapitalGroup #CapitalIdeas #2024investing

Check out the link below to access Kathmere’s Q1 2024 "Student of the Markets”, curated by our Investment Team. This series presents a collection of captivating charts accompanied by concise commentary. Our goal is to provide valuable insights to help contextualize the current market and economic landscape.(3-5min read) https://lnkd.in/eJmJXry8

Great overview on how advanced technology can help #investmentmanagers discover what most improves investment performance - by Rocco Pellegrinelli, CEO of Swiss-based advanced #AI-driven #analytics firm, Trendrating. - Test any fundamental, quantitative, #technical parameter. - Compare the alpha contribution. - Explore combinations of parameters that checks more boxes and delivers better returns. - Discover the most effective mix of rules to outperform on a consistent basis. - Validate and document the results of the exercise. Article on the Nasdaq Financial Advisor Center Additional Information: - Improve Your Control Over The Risks of The New Market Cycle – A short video about Trendrating services. - https://lnkd.in/eM-pmX7d - Alpha dispersion - Trendrating – Performance dispersion insights - https://lnkd.in/eD2XdPNF #financialservices #investing #alpha #performance #assetmanagement https://lnkd.in/e9dTbF3s

In this week's blog: Morningstar's CEO talks about the beauty that is low-cost investing, AI's potential, and advises investors to ignore short-term noise and instead focusing on long-term goals. #investing #markets #financialadvice #financialplanning #wealthmanagement #evidencebased #investment #InvestingTips #FinancialWisdom   https://lnkd.in/giRxZEHN

“Past performance is not indicative of future returns”, but what if past decision-making was indicative of future returns? 🤔 Recent research by Essentia Analytics has shown just that, highlighting the importance of applied behavioural science in the investment management industry! Read the article below to find out more.💡