Events for April 23, 2024

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Combining Quantitative and Fundamental Tools: A Practitioner’s Perspective

CFA Society New York 1540 Broadway, New York City

In the last decade, the use of quantitative techniques for fundamental research and stock selection has expanded with an increase in computing power and availability of data. It is no surprise that the words Artificial Intelligence, Machine Learning & Big Data have become industry buzzwords. This topic recently made headlines when the largest asset manager, Blackrock, announced replacing fundamental analysts and PMs with data scientists in its Scientific Active Equity group. But how has the investment management industry been impacted by better data availability and improved quantitative techniques? How can managers combine quantitative tools with fundamental analysis to be better prepared for an evolving market? Hear from experts on both sides including quantitative analysts and fundamental managers who have quant tools to get a practitioner’s perspective on the recent advances in quantitative investing and how the advanced use of data has merged with concepts of fundamental stock analysis to create better outcomes for investors.