Beaumont Capital Management (BCM)

Meet our Portfolio Management team at #AMKGoldForum! We are grateful to sponsor such a BOLD event. Stop by BCM’S table to chat with our portfolio managers, Andrew Rice, Brendan Ryan, CFA and Denis Rezendes, CFA about artificial intelligence, quantitative investing or anything else on your mind. Our Regional Consultants Dan Dixon and Jim Bulger are also in attendance and look forward to connecting with some of AssetMark's top advisors, so be sure to say hello! 

Level up your understanding of basic AI concepts with these infographics and overviews put into simple, straightforward language.  #artificialintelligence #financialadvisors https://lnkd.in/eVuFh_Q3

Tune into our latest VIDEO: Demystifying AI in Asset Management and its Use in the Investment Process, hosted by Denis Rezendes, CFA and Brendan Ryan, CFA, portfolio managers of BCM’s AI-driven Decathlon strategies. Here is what you’ll learn about: Insights into the application of AI in investment management, what to look for in an AI based investment manager, and the intricacies of BCM’s model construction. #artificialintelligence #aiinvesting #financialadvisors https://lnkd.in/dTHSFrjA

“Where do I start?” This what we hear most often from financial advisors about incorporating AI into their practice. This guide details 2 SIMPLE ways you can start using AI to add value to your services. We include real examples that we actually executed to show how simple this can be.  https://lnkd.in/gpdSqZ2R #artificialintelligence #advisors #financialadvisor

✅ How AI is being applied to asset management ✅ Why AI's application to investing is more complicated than other everyday applications of AI ✅ What to look for in an AI-based Asset Manager ✅ How we are applying AI to our Machine learning-based investment solutions Join our webinar this Wednesday 12/6 at 11AM to get up to speed on how AI is transforming the asset management landscape and why you, as an advisor, have to make sure you're informed about how its being used by asset managers. https://lnkd.in/g4mhrxbS

“Where do I start?” This what we hear most often from financial advisors about incorporating AI into their practice. This guide details 2 SIMPLE ways you can start using AI to add value to your services. We include real examples that we actually executed to show how simple this can be.  https://lnkd.in/gpdSqZ2R #artificialintelligence #advisors #financialadvisor

⚠ Understanding how Asset Managers are using Artificial Intelligence in their investment processes is becoming more urgent for Advisors, Gatekeepers and Due Diligence teams as recent breakthroughs have put these types of Asset Managers under the spotlight. Join us for a webinar that will give you a better understanding of: 1. AI and how it’s being applied to investing and asset management 2. Why its application to investing is more complicated than other everyday applications of AI 3. What to look for in an AI-based Asset Manager 4. How we are applying AI to our Machine learning-based investment solutions Register here: https://lnkd.in/e3WHAdhr

Advisors and Gatekeepers: there is an urgency to understand how asset managers you may already be using or may encounter in the future are applying AI to their investment processes. Register Here: https://lnkd.in/e3WHAdhr Join Us for a 45-minute webinar in which Brendan Ryan and Denis Rezendes, portfolio managers for BCM’s AI-driven Decathlon strategies, will discuss the intersection of AI and investing while placing a focus on the quantitative methods that have powered the Decathlon strategies for over a decade. Don't miss this opportunity to gain a deeper understanding of how AI is reshaping the investment landscape and why it’s a critical time to educate yourself on the topic. 🔔 Webinar: Demystifying AI in Asset Management and its Use in the Investment Process 📅 Date: Wednesday, December 6th 🕚 Time: 11:30 AM EST (8:30AM PST)   You’ll walk away with a better understanding of: 1. AI and how it’s being applied to investing and asset management 2. Why its application to investing is more complicated than other everyday applications of AI 3. What to look for in an AI-based Asset Manager 4. How we are applying AI to our Machine learning-based investment solutions

Financial advisors: would you know what to ask an asset manager about their AI technology in a due diligence meeting? More and more asset managers are incorporating Artificial Intelligence into their investment processes. That means, as an advisor, you’ll need to perform a certain level of due diligence on the AI and “look under the hood”. And with such a complex topic, it’s hard to know where to start. We’ve created this Due Diligence Guide that outlines: ❔❔ What we believe to be 7 High Value questions you should ask an asset manager that is using AI in their investment process ✔ The type of answer you should expect to receive, AND ❌ Answers that would raise red flags if we were in the due diligence chair #financialadvisors #artificialintelligence #investing https://lnkd.in/eqv2vTk5

Regulation by the U.S. Securities and Exchange Commission on the use of AI in the financial industry is coming. They revealed their regulatory posture on the matter in a 239-page proposed rule over the summer and the comment period is now closed. Find out what their concerns are related to AI and investing and actions you take to prepare for the AI Rule.