Bringing you live news and features since 2006 

Algo-Chain launches ETF Portfolio AI Toolkit


ETF model portfolio provider, Algo-Chain, has announced the launch of its ETF Portfolio AI Toolkit available as on online subscription.

The firm writes that the ETF Portfolio AI Toolkit is a one-stop shop for investment managers and financial advisers who are looking to deploy the benefits of automation and machine learning tools as they design and manage ETF strategies.  Built around a framework of machine learning signals and traditional technical signals, the toolkit reduces the time it takes to identify and analyse potential investment opportunities and deploy them within target risk portfolios.

Augmenting the portfolio construction process with AI based tools and techniques, saves investors extensive time as they research which exposures to use, the firm says. “What used to take days can now be achieved in minutes.  Algo-Chain’s platform allows an investor to rapidly screen large sets of ETF data and macro-economic data and instantly try out new ideas in real time.

“The tool provides an extensive collection of ETF model portfolios with the aim to increase the likelihood of delivering top quartile performance by selecting asset allocation models that have worked best in similar situations. Technical signals and machine learning signals based on macro-economic data allow the user to monitor and identify tactical opportunities on a daily basis. The framework enables wealth managers to offer easily bespoke solutions to their clients.”

Allan Lane, CEO and co-Founder of Algo-Chain says: “We are excited with this latest launch of our Model Portfolios platform which extends the offering with an AI ETF Search capability.  As a fund selector it is no longer an option to ignore ETFs, but with so many new products coming to the market, that in itself creates its own problem.  Many investment managers will oversee multiple sets of Model Portfolios, with and without an ESG theme, across multiple risk categories and in different currencies, resulting in a large number of permutations that need addressing at the portfolio construction stage.

“Given that a portfolio’s asset allocation accounts for the lion’s share of a portfolio’s return, it seemed only natural to design an algorithm that searches through an extensive range of portfolio allocations that can give the manager an edge.  The portfolios can be augmented by an intelligent search process that can make sense of the vast amount of data embedded in the close to USD10 trillion ETF ecosystem, assisting in the process of tactical asset allocation.”

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by