Give Your Investment Practice a New Edge
AI-Powered ETF Strategies
RIAs, family offices, and institutional investors, provide your clients AI-powered portfolio management.
BAILA®, our AI investment model, delivers weekly signals to guide your ETF allocation decisions, so you can focus on what matters most: client relationships.
“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
BAILA®, our proprietary AI system, delivers weekly signals to implement sophisticated investment strategies designed to meet diverse portfolio objectives.
From drawdown mitigation to tax-efficient growth, each strategy leverages advanced artificial intelligence while maintaining disciplined risk management.
Strategy
Investment Goal
Profile
Ai-Index
Seeks to mitigate drawdowns in major market indexes
Active single ETF strategy
Ai-Core
Aims to maximize return per unit of risk
Active strategy with 21 liquid ETFs
Ai-Tact
Ai-Tact Aims to maximize return per unit of risk
Active strategy with broad universe of 93 ETFs
Ai-TaxO ™
Seeks to optimize for after-tax returns
Low-turnover, concentrated stock portfolio with tax-loss harvesting
AI Strategies
How is Ai Funds different from most investment solutions?
1
Adaptive Portfolio Management
Our AI-driven portfolios adjust dynamically based on ongoing market analysis, efficiently incorporating new information. This responsive approach contrasts with traditional static rebalancing methods.
2
Advanced Predictive Modeling
We leverage cutting-edge AI to forecast market trends, analyzing complex data patterns beyond historical averages. This provides a more nuanced, forward-looking view of potential market movements.
3
Sophisticated Portfolio Optimization
Our AI is designed to optimize portfolios using advanced risk measures that align more closely with investors' actual experiences and perceptions, moving beyond traditional optimization techniques.
4
Continuous Learning and Improvement
Our AI models evolve over time, learning from new data and market outcomes. This ensures our strategies remain at the forefront of investment technology, adapting to changing market dynamics.
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.
75 Gate 5 Rd
Sausalito, CA 94965
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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