Greenberg Spencer

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Neighborhoods: Midtown, Sutton Place
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service

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Phone: (212) 490-5668

Address: 350 E 54th St Apt 1H, New York, NY 10022

Greenberg Spencer

Investment

Investment Management
Merve Unuvar, Director of AI Platforms and Automation at IBM Research AI, Joseph Simonian, Senior Investment Strategist, Scientific Beta, Editor of Journal of Portfolio Management, Editor, Journal of Financial Data Science, Peng Cheng, Head of Machine Learning Strategies, JPMorgan
Mutual Funds
Within the North American market, most AI stock advisors create their portfolios by offering customers a mix of ETFs to be held within their portfolios. This style of investment can be traced back to 1967 and the Chicago Graduate School of Business with the “Efficient Market Hypothesis.” Academics concluded after a historical analysis of mutual funds that the markets are efficient and cannot be beaten consistently over an extended period. In 1975 Jack Bogle introduced Vanguard’s first index investment (the Vanguard Index Trust). The rationale behind having an investment track an index was that it was a “can’t lose” strategy. An investor would only underperform the index by a fraction of a percent when management fees were taken into account. Many active managers often criticize the idea of passive index investing and algorithmic AI stock advising. The portfolios created are viewed as funds of funds. While most AI stock advisors may offer clients a mix of industry, sector or geographically different investments; investors must pay a management fee or service fee to the AI stock advisor in addition to a management fee for the ETF itself. Therefore, the proposed cost savings to investors are not nearly as great as originally marketed. In addition to this, analogies have been made where ETFs are similar to discount boxes bought at garage sales. An investor may purchase a low cost “ETF box” of equities for example. Within the box, there could be items of value, and there could be items fit only for the garbage. As ETFs and other passive investments can include hundreds of securities, it is a challenge to value and see a filled box with more treasures than trash. Moreover, active managers argue that investors are not able to maneuver the market to anticipate certain events. For example, in a market downturn, the passive investor will fare no better than the index or sector it is matching.
Wealth Management
Robo-advisors are wealth management service providers that use algorithms to create personalized investment portfolios for their clients. They aim to provide a similar service that historically financial advisors have done, but at a much lower cost. With the use of machine learning, AI stock advising can now expand benefit your stock portfolio. Many Robo-advisors include additional services such as creating tax-efficient investment options or creating sustainable ESG (Environmental, Social and Governance) investments.

Planning

Financial Planning
Rebellion Research’s AI investing program actively monitors the front page news and we are surprised by how much it is filled with ambitious CEOs with their aspirations and wisdom, as investors are more intrigued by stories of charismatic leaders like Elon Musk and his grand plans of revolutionizing the auto industry. However, few analysts and even executives really pay attention to the execution phase of the business. More specifically, many overlook the financial planning and analysis of the operations, from budget control to working capital management. AI investing is different, however, in that we do not miss on important factors like this. In this volatile time following the pandemic, Rebellion Research would like to examine this backbone of the businesses as it is directly linked to the very survival of the companies.
Asset Management
Natalya Dmitriyeva, Global Head of Data Content at Schonfeld, Jonathan Berkow, Director of Data Science, Alliance Bernstein, Dr. Sudip Gupta, Associate Professor Johns Hopkins University Carey Business School, Alex Izydorczyk, Founder & CEO Cybersyn, Samantha Mait, Manager, Equity Data Management, Balyasny Asset Management L.P.

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