Professional Services in the Media


$1.4B Merrill Team Taps AI Tool for Equity Bets

By Richard Henderson February 8, 2017

A $1.4 billion Merrill Lynch team has turned to an artificial intelligence stock picking tool to help guide its client accounts.

The San Diego-based Hegardt Group uses technology from Trade Ideas to offer input on stock selection, a task which its three-person investment team does in addition to relying on home office guidance, says group member Michael Steelman, advisor and senior v.p. for Merrill….

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Trade Ideas’ A.I. Virtual Analyst Posts Positive Returns and Outperforms U.S. Markets in CY 2016

Simulated portfolio returns 52% beating S&P’s performance of 10%

The net return of the Trade Ideas’ simulated portfolio for the 2016 calendar year was 52% after commissions. These results were achieved by the company’s A.I. powered, Investment Discovery Engine, ‘Holly.’ The portfolio’s gross return before commissions and fees measured 74%. These results compare to the S&P 500, measured by the $SPY index, which earned a 9.6% return over the same period…

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Trade Ideas AI Holly Offers Clear Market Analysis, November 21, 2016

“Discovering alpha is increasingly difficult for individual investors, with more people opting for the safe, reliable beta found in index fund investing. With so many different factors and data points going into any decision, there’s an overwhelming array of information that could impact each and every trade. Even the shrewdest trader with institutional backing and every conceivable resource at her disposal can struggle to formulate a plan and execute it successfully…”

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Innovation in the Investment Process: Securing Alpha with Artificial Intelligence

A webcast presentation originally held on November 9th, 2016 by David Aferiat as part of the MTA’s Educational Web Series. Timestamp highlights: RIA Case Study @19m45s, What is a TI trade? @29m30s.

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Enter the Centaur: Human + A.I. Intelligence

Linkedin, September 23, 2016

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Trade Ideas Uses Artificial Intelligence to Inform Stock Trades

David Aferiat, Managing Partner at Trade Ideas, speaks with at Stocktoberfest 2016.

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Securing Alpha: Simple Robo Advising Won’t Secure Alpha, but Artificial Intelligence Will

Fund Technology Magazine, page 13, Issue 4 September 2016

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Trade Ideas Is Bringing Artificial Intelligence To Robo-Advising, August 19, 2016

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How a FinTech Company is Using Machine Learning to Find Undervalued Stocks, August 5 2016

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A.I. at the Frontier of Markets

TABB Forum, July 19, 2016

Artificial intelligence is a big data exercise, according to David Aferiat, managing partner, Trade Ideas, who says A.I. leverages machine learning to create a virtual analyst that can provide a real-time information advantage in the markets. Speaking with Terry Roche, principal and head of fintech research, TABB Group, Aferiat discusses the second wave of big data – the ability to automate actions (or inactions) based on the insight derived from the data – the rise of robo-advisers, and the opportunities for traditional asset managers to generate alpha using A.I.

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