The four most dangerous words in investing are: ‘this time it’s different.’ By using investment models, we can take the emotion out of investing and make decisions based on data and historical evidence, rather than relying on hunches and speculation.
— Sir John Templeton, legendary investor and founder of the Templeton Growth Fund.

Investment models will shape the future of our industry.

The investment industry is rapidly evolving, and investment models offer several benefits that traditional investment approaches cannot match.

increasing business scalability

By automating the investment process using investment models, investment professionals can manage a larger number of investments with greater efficiency and accuracy. This can help them serve more clients and deliver better investment results.

addressing compliance and regulation

Investment professionals are subject to a variety of regulatory requirements that govern their investment activities. Compliance is a critical aspect of managing investments, and investment models can help investment professionals comply with regulatory requirements more effectively.

AVOID IMPULSIVE INVESTMENT DECISIONS

By using a data-driven approach, investment models can help investment professionals avoid making impulsive investment decisions based on emotions or biases. This can help maintain a consistent investment strategy over time, which is important for achieving long-term goals.

Investment models are the future of investing. They offer benefits that traditional investment approaches cannot match, including faster and more efficient data analysis, the removal of emotional biases, and customization to meet the unique needs of individual investors. As investment professionals continue to adopt investment models, they will become a standard tool in the investment industry.

Without a model, you’re just wandering in the dark.
— Ray Dalio Founder of Bridgewater Associastes
“Without models, investors are like pilots flying without instruments.”
— - Mohamed El-Erian, economist and former CEO of PIMCO.