Artificial Intelligence
is the Future of Investing.
The Future Has Arrived!

We partner with financial advisors and institutional investors to provide best-in-class AI Managed Investment Solutions

1:30 minutes

“In the future, Artificial Intelligence will manage the vast majority of investable assets.”

Our AI Investment System

Over many years we have developed a custom AI Investment System named BAILA™, an acronym that stands for Bayesian AI Learning Algorithm.

BAILA processes far more information than any human and makes emotion-free, logical decisions that lack human cognitive biases.

BAILA follows a three step process, it:
1. Learns from the past
2. Makes educated predictions
3. Constructs optimal portfolios

How Does BAILA Work?

BAILA Learns
from the Past

Using AI pattern matching, BAILA searches through the past 50+ years to find past periods which most closely resemble the current “economic fingerprint”.

While there has never been a time that’s exactly like the present, there have been close matches in the past, and BAILA finds them.

BAILA Makes
Educated Predictions

The returns generated following these past most-similar economic environments are used to create a forward return distribution.

BAILA interprets this distribution to make prediction about whether the market is expected to move up, down or sideways over the next few week, the predicted Market State.

BAILA Constructs
Optimal Portfolios

Based on its predictions, BAILA dynamically switches between aggressive, balanced and defensive investment postures.

It constructs optimal portfolios designed to perform well in the predicted Market State.

AI Strategies

Our Investment
Strategies

Our Ai Managed investment strategies are designed for investors in different stages of the investment lifecycle.

We offer several investment series based on different investment goals and tailored for specific risk appetites.

Investment Goal

Asset Universe

Avoid Downside Risk

Single ETF

Maximize Return
per unit Risk

Dozens of ETFs

Maximize Absolute
Return

Hundreds of ETFs

AI Strategies

How is Ai Funds different from most investment solutions?

1

Most Portfolios
are Static & Stale

Most managed portfolios rebalance annually or quarterly.

Hence, these portfolios do not incorporate new information or do so with a tremendous lag.

2

Most Strategies Lack
Predictive Ability

Most investment strategies assume future returns will equal their long-term historical averages.

However, future returns don’t equal the past, they vary over time, resulting in weak predictive ability.

3

Most Portfolio Opti-mization is Outdated

Most portfolio optimization is based on Mean-Variance Optimization (MVO), developed in 1952 by Nobel Laureate Harry Markowitz.

While groundbreaking when it was introduced, MVO has many limitations and problematic assumptions.

4

Most Risk Measures are Misleading

Volatility and most other risk measures do not capture the innate “risk” that investors truly feel.

Today, we can calculate more sophisticated risk measures by using modern computers.

AI Strategies

AI Managed Investing Offers

Better
Performance

Our strategies have outperformed their relative benchmarks across multiple market cycles.

Sensible Risk Measures

We use human-centric risk measures that are better aligned with investors’ innate view of what risk really is.

Agile Reaction to Market News

Our strategies rebalance on a weekly basis enabling agile reaction to market news and new information.

About

Dr. Tal Schwartz Founder & CEO

AI Funds was launched by Dr. Tal Schwartz with the mission to lead a new era of Artificial Intelligence Managed Investing. Dissatisfied with the current state of investment management, Dr. Schwartz leveraged his academic and industry experience to pioneer a new AI-based approach to active portfolio management which he believes is superior to traditional strategies.

Dr. Schwartz earned his doctorate degree in Finance from Cornell University and held positions as a Professor of Finance, Visiting Scientist and lecturer at leading universities including the California Institute of Technology (Caltech), the Technion (Israel Institute of Technology), DePaul University in Chicago, Tel-Aviv University, and more. He has presented his research at industry conferences and published in leading academic journals.

On Wall Street, Dr. Schwartz worked as a quantitative researcher and data scientist at some of the most well-known hedge funds in the world including Citadel Investment Group, Mesirow Financial and Clarion Capital. At these and other financial institutions, Dr. Schwartz developed and implemented AI models, trading algorithms and portfolio optimization strategies.

As an entrepreneur, Dr. Schwartz founded and led several organizations including Clicktale, Expand Beyond, and the Technion’s Entrepreneurship & Innovation Center.

About

Why AI in Investing?

Artificial Intelligence Plays Games Much Better than Humans

Artificial Intelligence has improved to the point where it is superior to humans in many strategic game. AI is the world-champion in Chess, Go, and Poker to name a few. In fact, humans are now learning how to improve their game play from AI!

1997 Kasparov v. Deep Blue

2016 AlphaGo v. Lee Sedol

2017 Libratus v. Top Poker Pros

AlphaGo Official Trailer (1:30 minutes)

AI Can Learn the "Game" of Investing

Investing can be viewed as an incomplete-information game in which “the game board” is the economy, the playing cards are the investable assets (stocks and ETFs), and the goal of players is to build the best hand (or portfolio) of assets that wins in different economic environments

BAILA is designed to "play" and win the "game" of investing.

Watch the full AlphaGo - The Movie on YouTube to see how AI has become the best GO player in the world. https://www.imdb.com/title/tt6700846/

Partners

Our Premier Partners

Artificial Intelligence is the future of investing and the future is available to you.

We are excited to bring AI Managed Investment Management to Investment Advisors, RIAs and Institutional Investors.

Contact us to discover the best way to leverage Artificial Intelligence to power your investment decisions.

Contact us

Our AI Managed Investment Solutions are available to financial advisors and institutional investors.

To learn more, please call, email or send us a message.

1569 Solano Avenue, Suite 320
Berkeley, CA 94707

1-510-400-4495
info@aifunds.com

Artificial Intelligence is the future of investing and the future is available to you now!

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