Talk Your Book: Building Portfolios with AI

Today’s Talk Your Book is brought to you by Helios:

See here to learn more about Helios’ AI developments and their new trading capabilities.

On today’s show, we discuss:

• How 2023 went for financial advisors
• Struggles with being a diversified investor during concentrated performance periods
• The growth of advisor tech in 2024
• Helios’ utilization of AI
• How difficult it is to explain quant models to advisors
• The issue with quant strategies and portfolio turnover for advisors
• Helios’ new trading execution
• The operational process between Helios and in-house CIOs
• Helios and crypto interest
• Custom models and algorithms for advisors

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