The Next Evolution in Systematic Investing: AI-Powered Index Strategies – QuantumStreet AI – 11.19.26

Summary:

Artificial intelligence is transforming the design and construction of systematic investment strategies. Join QuantumStreet AI, an IBM Platinum Partner with over $8 billion in assets linked to its AI-powered indexes, as we explore how predictive AI, machine learning, and alternative data are enabling a new generation of rules-based indexes across equities, multi-asset portfolios, and thematic investments.

Topics will include:

• The evolution of systematic investing: Moving beyond traditional factor models and backward-looking signals toward forward-looking, AI-enhanced investment strategies.
• How predictive AI works: Leveraging structured and unstructured data, machine learning, and explainable AI to forecast market opportunities through signal patterns.
• AI-enhanced index applications: Exploring the power of proprietary AI-models for stock selection, thematic rotation, multi-asset allocation, and risk-budget controlled strategies.
• From research to investable indexes: How financial institutions can integrate AI-signal patterns into transparent, rules-based index methodologies.
• Live Use-Cases: Examples of Use-Cases how AI-enhanced indexes are being developed for institutional mandates, structured products and Total-Return-Swaps.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Chris Natividad is the Chief Investment Officer and Co-Founder of QuantumStreet AI. He brings over 20 years of experience in institutional investment management, with a track record of managing multi-billion-dollar onshore and offshore portfolios. Prior to founding QuantumStreet AI, Chris held portfolio management and analysis roles across multiple asset classes at Apple, Goldman Sachs, and Franklin Templeton. He holds an MBA, BS, and BA from the University of California, Berkeley.

Art Amador, CFP^® is QuantumStreet AI’s President and co-founder, bringing nearly two decades of experience in the investment management industry and pioneering the application of artificial intelligence to investing. Since 2017, Art has been at the forefront of AI-driven investment innovation and is widely recognized as a thought leader in the field, appearing in leading financial outlets such as CNBC, Bloomberg, The Wall Street Journal, Barron’s, The New York Times, among many others. Prior to founding QuantumStreet AI, Art spent eight years as a Vice President at Fidelity Investments, where he managed over $1.5 billion in assets and was recognized as Fidelity’s #1 consultant in the U.S. He holds the Certified Financial Planner designation and an MBA from the Haas School of Business at UC Berkeley.