NEWS & RESEARCH

LIVE WEBINARS

June 30, 2021
LIVE WEBINAR: Are Ensemble Methods Applied to Active Portfolios Really this good?

Press Releases

06/11/2020
Melius Investment’s ‘Next Generation’ EAM Portfolios to join Smartleaf’s Model Hub

06/04/2020
Melius Investments Harnesses AI to Usher in a New Era in Investing: Launching the First Suite of Ensemble Active Management Portfolios

10/24/2019
Active Management has a 'Genetic Defect'; New Research from Turing Technology Uncovers Cure

9/5/2018
NEW TAKE ON OLD DEBATE - ACTIVE v. PASSIVE: Breakthrough White Paper Details Outperformance of Disruptive AI-Based Investment Approach

In the News

Institutional Investor, by Julie Segal
Research Shows Asset Management Has a ‘Genetic Defect’. This Manager Says He Has a Cure. 6/24/2020

Financial Advisor, by Christopher Robbins
Smartleaf Partners with RIA to Offer AI-Driven Ensemble Active Portfolios 06/24/2020

Financial Advisor, by Jeff Schlegel
Are These A.I. Model Portfolios Investing's Next Big Thing? 6/15/2020

Institutional Investor, by Julie Segal
The 'Genetic Defect' in Active Management 10/18/2019

CFA Institute: Enterprising Investor, by Alexey Panchekha, CFA; Edited by the CFA Institute
The Active Manager Paradox: High Conviction Overweight Positions 10/3/2019 

CFA Institute: Enterprising Investor, by Alexey Panchekha, CFA, Matthew Bell, CFA, and Robert Tull; edited by CFA Institute
Ensemble Active Management (EAM): Taming Toxic Tails 1/31/2019

Institutional Investor, by Julie Segal
Diversification is Causing Active Managers to Underperform. AI Could Fix It. 1/24/2019

Institutional Investor, by Julie Segal
Is This the Silver Bullet That Will Save Active Management? 9/27/2018

Research Papers and Other Information

December 2020
Ensemble Active Management: The Blueprint for Rescuing Active Management

August 12, 2020
Ensemble Active Management Executive Summary

October 3, 2019
The Singular Impact of High Conviction Overweight Positions for Active Managers
Author: Alexey Panchekha

January 5, 2019
Understanding Ensemble Active Management - Innovation in Action
Authors: Alexey Panchekha, CFA, Matthew Bell, CFA, and Robert Tull

September 5, 2018
ENSEMBLE ACTIVE MANAGEMENT: The Next Evolution In Active Investment Management
Author: The EAM Research Consortium; Contributing Editors: Alexey Panchekha, CFA, Matthew Bell, CFA, and Robert Tull