how to include them in portfolios, along with Goldman Sachs AM

The module, aimed solely at professional investors, consists of six chapters and is valid for one hour of training for recertification from EFPA Spain or 1 CPD credit from CFA Society Spain.

When people talk about data intelligence, they often mention terms like machine learning (ML), artificial intelligence (AI), natural language processing (NLP), and deep learning (DL) interchangeably. But what is the difference between these methods? Why is it gaining importance in asset management? How does quantitative investing apply to the investment process? Many doubts that we will solve throughout the six chapters in which the module is structured Machine learning and quantitative investing: how to include them in portfolio constructionwhich has had the collaboration of Goldman Sachs AM.

What do we study in the module on machine learning and quantitative investment?

  • Machine learning, what is it and why does it arouse so much interest? We study what machine learning is and how it differs from artificial intelligence, as well as other related terms.
  • Types of machine learning and application in asset management: We take a look at the types of machine learning that exist and discuss why it is gaining importance in the asset management industry.
  • Machine learning in stock selection, some examples: We stop at the case study of signals: identifying companies with high staff satisfaction through machine learning.
  • Introduction to quant investing: We conduct a retrospective of factor investing and delve into the application of quantitative investing to the investment process.
  • Quant investment in stock selection, how can we include it in the process? We explain one way to do it from idea generation to building the final portfolio with a team approach.
  • ESG and Quantitative Investing: We detail the considerations to take when incorporating ESG factors into a data-driven decision framework.

Training validated by EFPA Spain and CFA Society Spain

You already know the system for adding hours of continuing education. Once the test has been completed and answered, the module can be validated as 1 CPD credit from CFA Society Spain or as one hour of recertification training EIA, EIP, EFA and EFP of EFPA Spain, provided you successfully complete the knowledge test at the end of this module.

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