Apply ai to the investment research process

[AI applications have been embedded across all areas of the financial services industry, including investment research. The need is clearly there as the investment markets offer a large quantity of data, research, and tools producing information whose actual value in risk management and generating alpha can be unclear, unproven, and difficult to test and validate.

AI is being added to massive data platforms as an insight tool to explore and extract market intelligence, factual insights, next-best-actions, and now, as AI Agents, it can be designed to personally assist an investment manager in their proprietary investment research process.

To explore how AI is being strategically applied to investment management research, we reached out to Institute Founding member Rocco Pellegrinelli, CEO of Trendrating – a modern investment performance management platform combining leading-edge technology and advanced analytics providing AI-driven factual alpha discovery and risk management. I asked him questions to understand  how portfolio managers and advisors can profit from this powerful combination of market intelligence research and AI optimization.]

Hortz: What are the challenges for investment management that you are trying to solve through your modernized research platform?

Pellegrinelli: Delivering superior investment performance is the most important challenge and the problem is the doubtful value produced by conventional data, research, tools and terminals. Investors need information and earn information whose value is real, measurable and can be tested and validated. The mission of trend rating gives a good investment process to reveal critical insights with a demonstrable impact on performance.

Through our advanced analyzes, AI-driven technology and data design of research platforms, we enable professional investors to filter market sound, subjective opinions and disputable research to provide clear, usable insights that can be dynamically tested for advanced alpha-discovery and validating price trends.

Of a special advantage for investment research, it is also strategic re -designing of the research process for speed and fast and efficient, with a few clicks, and now with a dedicated AI assistant, to reveal factual insights that can have a measurable influence on performance. The impact of our research platform for the “performance management” of the technology is completely measurable and traceable in the trending system.

Hortz: Can you explain your thoughts or mentality behind how to apply modern technology and again define the investment research process for stock portfolios?

Pellegrinelli: As a former portfolio manager I was not satisfied with what traditional tools could offer. Many analytical tools are logical, but do they also earn money? I wanted to define again how professional investors approach Alfa generation and risk management to introduce a new way to look at portfolio intelligence.

The tools and models used by many investment professionals, I think they are outdated. The focus is too much on conventional statistics and ignores current market dynamics such as trend power/direction and dispersion. Although Mangers have a wealth of data, the most explains What happenednot What happens. The market does not move on the basis of the basic principles. It reflects sentiment, momentum and patterns. It is not about predicting the future-it is about coordinating portfolios with real-time truths that the market already reveals.

With this mentality shift, professional investors can determine what works and what does not work – and the ability to navigate better, by detecting real market signals and to consider Alpha as a measurable pursuit and the new determining lead for investment managers.

Tooth: How specific have you denied AI technology in your research platform?

Pellegrinelli: Before we can answer the technical design problem of your question, it is important to know that an important objective for investment research is to take advantage of the performance dispenser between shares; The separation of the outperformers of the losers. The chance of success is higher when combining the most productive basic principles with the objective validation of price trends.

Facts on Fundamentals – Discovering the fundamental parameters that perform best, outside assumptions and opinions, requires huge historical tests of possible combinations to reveal the winning mix for different investment universe and a design for data research platform to be able to do that quickly and efficiently.

Improved validation of the price trend and recording – Respecting trends is also important. Rejecting a sound trend control is unwise. We assess the actual trends of stocks and sectors using advanced analytics and AI analysis capabilities to discriminate for bull versus bear trends by measuring the buying versus the selling pressures, the foundation of trend developments, and any positive or negative undercurrents of stock activity developing under the Surface That May Be Driven by Institutional Activity or Market Disruptions Starting to Take Effect.

Our core belief is simple: understanding and respecting price trends is not optional – it is essential. Market research must reflect the basic principles, but also sentiment, momentum and patterns that often precede Headline events.

An intelligent combination of the right basic principles and a filtering of negative trends is our recipe for better returns, stronger risk controls and improved compliance.

Tooth: How did you set up your AI assistant to support managers in their research process?

Pellegrinelli: We recently designed and launched an AI agent to personally help an investment manager how they can best navigate through the enormous market data and research options on our platform. Our new AI assistant is a full conversation tool that is made to offer the best practices for the selection process, to explain the best use of the wealth of information and analyzes, to give tips on maximizing the return and reducing portfolio risks and platform navigation faster and intuitive.

In contrast to traditional help functions, this AI assistant understands ordinary language, so that users can ask questions naturally and receive clear, usable guidance. Whether a manager is looking for investment ideas, spotting new risks, building and validating active strategies and tailor-made model portfolios, our AI assistant provides step-by-step instructions that are tailored to their needs. What distinguishes this AI assistant is the ability to continuously learn and improve, to adapt to your workflows and to become an increasingly valuable source over time.

The AI assistant even acts to guide managers to investment insights that matter, including the more dynamic information from the platform for continuous tests for Alpha Discovery-de Alfa consequences of your current investment strategies or to build new systematic strategies based on rules.

Hortz: What do you see about the trend of new acceptance of new investment technology in the entire industry?

Pellegrinelli: The assets management industry absolutely evolves according to the use of better tools and solutions, because the pressure on performance, reimbursements and costs force people to adjust the game plan. It is time to give investors a new paradigm of actual, verifiable value.

This is our dedication – better information, better decisions, better performance – and our mission is to inspire investment managers to be open to accept new investment technologies. We are currently offering managers Extensive free tests To demonstrate facts and prove how our advanced AI Price Trend Analytics and Alpha Discovery Research Platform can offer that can offer improved market information, strengthen risk management and improve the investment performance for each manager, using every investment method.

We are also very enthusiastic about the launch of our AI assistant, because this technical improvement is an important step forward in how investment professionals can deal with and benefit from a research platform.

This article was Originally published here And is re -published on wealth with permission.

About the author

Tooth

Founder Institute for Innovation Development

Bill Hortz is an independent business adviser and founder/dean of the Institute for Innovation Development- a company on business innovation of financial services and network. With more than 30 years of experience in financial services, including expertise in sales/marketing/branding of asset management companies, as well as creative restructuring and developing internal/external sales and strategic account departments for 5 large financial companies, including Oppenheimerfunds, Neuberger & Berman and Templeton Funds Distributors. His broad experiences have led Bill to a strong conviction, passion and advocate for strategic thinking, making innovation and strategic account management as the coherence of business skills needed to tackle a business environment that is challenged by an acceleration percentage.