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Listen to our new Invested podcast episode with Ashley Oerth, CFA, Senior Investment Strategy Analyst at Invesco Ltd., about the increasing popularity of Artificial Intelligence and what to expect within the near future! #wealthmanagement #money #aiadvancements

Artificial Intelligence has been steadily gaining momentum for well over a decade, but in 2023 there’s been an explosion of interest. Markets have reached a fever pitch and it may appear they have every reason to be excited. In this episode of Invested, we're joined by Ashley Oerth, CFA, Senior Investment Strategy Analyst at Invesco Ltd., where we talk about AI's recent skyrocketing popularity, the current capabilities of AI alongside what to expect with future developments and balancing the potential benefits with some of the potential risks associated with the proliferation of AI applications. You won’t want to miss this!

Are there parallels in today's technology sector to the internet boom (and bust) of the 1990s appropriate? A conversation with Vitali Mossounov, who is a Portfolio Manager for TD Global Technology Leaders Index ETF and a Technology Analyst at TD Asset Management Clifford Noonoo Chris Donato Louis Saleh, CFA Estevan Carvajal, CFA® , CIM® #technology #innovation #AI #wealthmanagement #onetd #portfolioconstruction

Alastair Unwin, Deputy Fund Manager of Polar Capital Technology Trust, recently sat down with Doceo Group for a broad-ranging conversation about the Trust, how it operates and recent performance. Discussing how “the enemy of technology investing is hubris” Alastair explains how the Trust’s approach aims to avoid this at all costs, constructing a diversified portfolio which is alive to the rapid pace of change in the technology sector. Alastair also touches on how the Trust is addressing the artificial intelligence opportunity. #PolarCapital #PCT #Technology #AI

A new phase of the Visible Alpha journey is about to begin. Seventeen years ago, I had my first meeting with a bunch of Directors of Research and COOs from the world's leading investment banks to discuss the crazy idea of normalizing assumptions and forecasts from their analysts' earnings models. It took almost a decade for the idea to germinate, grow, become a company and eventually deliver a commercial product. Since launching our service in 2017, Visible Alpha has been on a rapid trajectory, becoming an indispensable tool for analysts and investors around the world. Of course, that didn't happen on its own. It happened because of the work of an amazing group of now almost 750 smart, hard-working, passionate people who have dedicated themselves to the success of our endeavor. What might seem incredible is that the vast majority of people who were with us in the early years are still with us today. But it only seems incredible from the outside. Those of us who have been privileged to work with this amazing crew know how committed they are both to each other, and to tackling the challenges we have set ourselves. And so I am excited for the opportunity for us to take Visible Alpha to even greater heights under the stewardship of S&P Global. Combining our deep data and expertise with the broader content, wider stage and more extensive resources of S&P Global will allow us to not only create amazing experiences for clients, but also provide a great home for our phenomenal people. To everyone who has been involved in the Visible Alpha journey up until now, our people, investors, contributors, clients and partners, I want to thank you. Building a business is not for the faint of heart, but being able to do it with all of you has made it one of the best experiences of my life.

QuantArea has chosen Bloomberg's BQuant Enterprise to enhance their quantitative research services. This collaboration will leverage Bloomberg's powerful cloud-based analytics platform, providing QuantArea with access to high-quality, multi-asset-class financial and alternative data sets. BQuant's Python-based environment and comprehensive tools will enable QuantArea's analysts to efficiently create, validate, and deploy advanced quantitative models, driving faster and more insightful investment strategies. Dive deeper into this exciting partnership and learn how it's set to transform the financial research landscape #Finance #QuantResearch #Innovation #Bloomberg #DataScience #QuantitativeAnalysis

Everyone's attention may be on the announcement about BlackRock's planned acquisition of Preqin, but the Insights+ team here continues to ramp up the reports and analysis on the alternative universe. My latest report "Preqin: State of the Market: H2 2024" is now out. The report explores the current state of public and private markets for the second half of 2024, combining Preqin data with macroeconomic analysis to contextualize various asset classes for the rest of the year. One such analysis examines the attention on AI and its impact on Nvidia's share price, as well as the presence of AI hype in the venture capital and private equity space. Clients with access - please download here: https://lnkd.in/e-V5gDCG #assetmanagement #assetallocation #privateequity #venturecapital #privatedebt #infrastructure #realestate #hedgefunds

Recently, the funds industry has faced major shifts, including increased regulation, global expansion, new asset classes, and AI advancements. Fund managers must strategically plan for these changes, ensuring their processes and technologies are adaptable and scalable. For fund managers, a critical part of this strategy involves choosing a fund administrator that looks beyond the present. We look at why it's important to partner with one that not only meets current needs but also anticipates future challenges, ensuring operational resilience and compliance with evolving market and regulatory conditions. Read the full article here 👉 https://lnkd.in/guY6zciN Waystone #futureproofing #fundadministration

Update: Polar Capital Technology Trust Alastair Unwin, Deputy Fund Manager of Polar Capital Technology Trust, sat down with Doceo for a broad-ranging discussion about the fund, how it operates and recent performance. PCT takes a growth-focused approach to investing in the technology sector, looking to invest in companies that are exposed to growing tech trends that are proven from a technology perspective but are not yet widely adopted. "The enemy of technology investing is hubris," says Unwin, and the fund's approach tries to avoid it at all costs. The management team does so by constructing the portfolio around the benchmark, the Dow Jones Global Technology Index, and aims to hold the best that it has to offer while diversifying across stocks, market caps and themes. The fund has a strong focus on liquidity and doesn't invest in private companies, retaining the ability to be able to change their minds in a fast-moving landscape. PCT retains a healthy fear of missing out, staying plugged in to an ever-evolving space. Ultimately, the idea is to assemble a portfolio of growth companies growing faster than the benchmark for a small valuation premium. Year to date, the fund has outperformed the benchmark. How significant a role has the rise of generative AI played in allowing the fund to do so? #Technology #TechnologyInvesting #AI #GenerativeAI #InvestmentTrust #PCT #Growth

🤖 Excited to share insights from my recent attendance at the Data Center Dynamics (DCD) Connect Live NYC event! 🚀 As a Portfolio Manager at Forte Capital Group specializing in high-tech, alternative, and private market investing, I've compiled key takeaways in a comprehensive note. 💼💡 Highlights include discussions on the unprecedented demand for data centers and AI technologies, the dynamics between GPUs and CPUs in AI applications, and the realities of startup valuations like Cohere. 📈 Leveraging these insights, we're poised to identify investment opportunities for investors. Let's connect to discuss further! #Investing #HighTech #PrivateMarkets #AlternativeInvestments #DataCenters #AI #ForteCapitalGroup Disclosures: FORTE CAPITAL GROUP (“FORTE”) IS A DIVISION OF CEROS FINANCIAL SERVICES, INC. MEMBER FINRA/SIPC (“CEROS”).  Securities and variable insurance products offered through Ceros. Advisory Services offered through AtCap Partners, LLC, a Registered Investment Advisor with the SEC and affiliate of Ceros. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC , a Fidelity Investments ® Company” and/or AXOS Clearing, Member FINRA /SIPC .   This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.   Ceros Financial Services, INC. recommends that investors independently evaluate particular investments or products and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor.