The Future of AI-Powered Investment Management

09/14/23 • 34 min

Artificial Intelligence has been a category-killer among investment themes in the past year.

Its impact on the wealth management profession has been profound, from gravity-defying value creation on the stock market to optimizing the day-to-day operations of an advisory practice.

Every participant in financial services, in companies large or small, needs to embrace and integrate this powerful technology into its future, or risk falling behind.

My guest today, Valery Talma, will share his perspective on the state of the art in AI investment management and how advisors can serve their clients better with AI-powered strategies.

Here is a link for more information about Val and QueensField:

QueensField AI Technologies website - http://www.queensfield.ai/
Product Brochure : 5 Model Strategies Brochure
QueensField AI Technologies Public Indexes Indexes:
- https://merqube.com/index/MQQFUSAI
- https://merqube.com/index/MQQFUSAT
White Paper on the Performance of AI-Powered ETFs
Valery Talma Linkedin page: Valery Talma Profile

A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.

Artificial Intelligence has been a category-killer among investment themes in the past year.

Its impact on the wealth management profession has been profound, from gravity-defying value creation on the stock market to optimizing the day-to-day operations of an advisory practice.

Every participant in financial services, in companies large or small, needs to embrace and integrate this powerful technology into its future, or risk falling behind.

My guest today, Valery Talma, will share his perspective on the state of the art in AI investment management and how advisors can serve their clients better with AI-powered strategies.

Here is a link for more information about Val and QueensField:

QueensField AI Technologies website - http://www.queensfield.ai/
Product Brochure : 5 Model Strategies Brochure
QueensField AI Technologies Public Indexes Indexes:
- https://merqube.com/index/MQQFUSAI
- https://merqube.com/index/MQQFUSAT
White Paper on the Performance of AI-Powered ETFs
Valery Talma Linkedin page: Valery Talma Profile

A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.

Previous Episode

The Exceptional Opportunity in REITs

The rise in global interest rates is driving a “great reset” of real estate values. With the ongoing correction in private markets, REITs offer an attractive entry point with valuations at historic lows. In addition, a number of factors favor REITs:

Large differences in valuation between public and private RE markets, while rare, have historically benefited REITs.
REITS have historically outperformed the S&P post-Fed tightening cycles.
REIT sectors are more concentrated in areas with strong sector secular growth, including senior housing, industrials, data centers, and residential/specialty housing.
If the real estate repricing process continues, there will be a wave of consolidation as well-capitalized firms buy attractive properties at steep discounts.
Longer-term, falling rates combined with an imbalance of supply and demand will be bullish for REIT valuations.

Here is a link for more information about Rick and PGIM:

PGIM Select Real Estate Fund- https://www.pgim.com/investments/mutual-funds/pgim-select-real-estate-fund
US Real Estate Fund Performance- https://www.pgim.com/investments/getpidoc?file=8CE3D7D87B7CAE1285258138004284B8
Rick’s Latest Perspectives on REITs- https://www.pgim.com/real-estate/commentary/manager-minutes-inflection-point-reits

A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.

Next Episode

The Outlook for Alternative Investments

Managing volatility is a high priority for advisors. The right investments can stabilize a portfolio and dampen volatility, while keeping goals on track. Increasing bond allocations used to be the standard way to reduce volatility, but with bonds more correlated to equities, their diversification value has decreased. With high inflation, bonds also aren’t providing enough real income for many investors.

Demand for private credit has increased because of its low correlation to traditional equities and bonds, and enhanced income potential. As an asset class, private credit has a history of resiliency throughout economic downturns. That was true during the pandemic, and last year when these types of loans largely held up, in contrast to the bond market which had historically bad performance.

My guest today will discuss how advisors can reduce volatility, increase income and diversify equity and bond allocations through private credit and other alternatives.

Here is a link to the CION website- https://www.cioninvestments.com/

A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.