Helios Quantitative Research is launching a new toolkit and workflow, called Helios Tools, for advisors building and customizing their own investment models, according to a recent announcement. Helios has redefined quantitative investment strategies and turnkey asset management, providing advisors with a tech-based alternative to the traditional role of Chief Investment Officer.
Helios Tools equips advisors to carry out advanced research and portfolio analysis across investment models, as well as customize risk exposure within a selected portfolio. Helios provides a full team of investment experts in support of the feature.
In fact, Helios Tools stands as a viable alternative to an in-house CIO, said Chris Shuba, CEO of Helios. “Hiring an in-house CIO not only comes with major business risks, but it can also be prohibitively expensive and lack the TAMP’s spectrum of investment options,” he explained. “Helios is a compelling alternative, providing expansive model options with full customization capabilities, plus ongoing quantitative market research, due diligence and communication tools.”
