/ Machine Learning
A high tech, high touch approach that captures sources of skill in the investment process
Machine Learning allows us to investigate data without preconceptions, and identify natural sets and breaks hidden in the dataset. It bypasses the need to set arbitrary groups or categories that might appear logical but do not suit the data, and which would obscure potentially important messages.
The result of using machine learning is personalised analysis for every portfolio rather than using a ‘one size fits all’ approach. This allows us to precisely identify the unique characteristics and sources of alpha for each individual portfolio.
This is the true value of machine learning
Characteristics of Success
| Investment Process | Skill is captured by: |
|---|---|
| A Research Process that finds and adds winners to portfolios | • 1st buys • Closing sells |
| Portfolio Construction that harvests alpha from research | • Sizing • Vintages • Rockets & Torpedoes |
The Empirical Evidence
The analysis of our proprietary database of 145m decisions has identified empirically the real sources of alpha, and the characteristics of skill.
"Machine Learning takes a standard set of analytics and tailors it to the way the portfolio is being managed"
How Clients Use The Service
| Investment Managers | Asset Owners |
|---|---|
| Oversee multiple strategies | Appoint successful Managers |
| Improve decision making | Support questions with evidence |
| Demonstrate skill to Clients and prospects | Reduce Manager turnover |
The Key To Inalytics’ Success
Success built on clients, the team and the data.
/ 01
The depth of the Client base
We work for over 40 institutions from around the globe, including some of the world’s largest Asset Managers such as Schroders; Asset Owners which include USS, Australian Super and AP1; Consultants such as WTW.
/ 02
The experience of the Team
Rick Di Mascio, CEO, has nearly 40 years industry experience as a PM, CIO and CEO.
Sandro Lunghi, Director of Client Servicing, has 30 years experience and;
Malcolm Smith, Director of Research, has 27 years experience.
/ 03
The depth of the Database
We analyse over 500 portfolios each month, and have what some Academics believe to be the largest and highest quality database of active decisions that exists. This is compiled from around 150 million decisions and $5.9t of trades.