

Data Assets & Alpha Group: Harnessing Equity Alphas, with Jupiter’s Head of Systematic Equities (Part 1)
4 snips May 28, 2024
Guests Dr Amadeo Alentorn and Eloise Goulder discuss the evolution of systematic equity investing, the intersection of finance with data science techniques, and the role of AI in the investment process. They explore stock selection, factor timing for alpha generation, and the application of machine learning in stock picking. Part one ends with a hint at exploring the competitive landscape of systematic investing in part two.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Career Journey from Robotics to Computational Finance
01:39 • 2min
Evolution of Systematic Investing in Finance Industry Over 20 Years
03:48 • 2min
Analyzing Stock Selection and Factor Timing for Alpha Generation
05:48 • 16min
Exploring the Role of Machine Learning and AI in Stock Picking and Equity Portfolios
22:11 • 4min
Wrapping up Part One and Looking Ahead to Part Two
26:04 • 2min