Helios upgrades platform with machine learning

Quantitative asset management firm Helios Quantitative Research is giving its platform a machine learning makeover.

The Sacramento, California-based firm recently announced the implementation of machine learning to its suite of bespoke investment models, improving the models' ability to respond rapidly to dynamic market conditions.

The machine learning upgrades will enable Helios to process and rapidly analyze an extensive array of real-time data sets. This tech enhances the firm's investment models, enabling them to adapt to changing conditions and seek to minimize downside risk.

Jason Van Thiel, managing director of product at Helios, said his team is excited to "usher in a new era of precision and adaptability to the wealth management industry." 

"With this technology, our models gain the ability to rapidly process vast amounts of data, adapt to fluctuating market conditions and identify key trends with a level of precision previously unattainable," he said. "The goal is to empower advisors and investors to navigate the dynamic marketplace with unparalleled efficiency and consistency."

With machine learning, Helios can incorporate hundreds of data series across its models. The expanded capability allows the solution to process thousands of trading and market signals monthly, filtering down to those exhibiting the highest predictive patterns. 

This latest development follows another recent enhancement to the Helios Tools platform, which allows advisors using Helios the ability to selectively participate in scheduled rebalances of their chosen models according to their preferences.

"Integrating machine learning into our models has transformed our data processing capabilities," Chris Shuba, Helios founder and CEO, said in a statement. "It enables us to analyze impactful portfolio data with unprecedented speed and accuracy, focusing on the most pertinent information. 

"This allows advisors to tell a more dynamic story to clients when selecting and reviewing their investments, with the potential to drive better client retention and seek more consistent investment outcomes."