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Helios Blogs 

Now viewing articles posted in 2018.

  • Money Management Executive - End of Year Planning

    December 1st, 2018 by Chris Shuba


    For fund managers, this requires careful reflection on how to design the products that advisors and investors want to buy.  Making this simple evaluation can yield significant business opportunities.  Demand is rising for cost-efficient and sophisticated strategies.

    For fund managers, this requires careful reflection on how to design the products that advisors and investors want to buy.  Making this simple evaluation can yield significant business opportunities.  Demand is rising for cost-efficient and sophisticated strategies.

     

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  • Stock Market Outlook: The Year that is Testing Investors - Nerdwallet

    November 30th, 2018 by Joe Mallen


    For U.S. stocks, 2018 will go down as unusually volatile, with investors enduring not one, but two corrections — declines of at least 10% from a recent high. Unknowns remain, including whether the S&P 500 can hold on to year-to-date gains in December’s 20 trading days. 
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  • 8 Ways to Invest as Rates Rise

    November 9th, 2018 by Joe Mallen


    U.S.News&World Report

    JPMorgan Ultra-Short Income ETF (JPST)

    Joe Mallen, chief investment officer at Helios Quantitative Research, selects the actively managedETF JPST for an ultra-short-term bond. It invests in a variety of debt with less than one year in maturity, including fixed, variable and floating rate debt from corporations and the U.S. government. He likes the “management team and the pedigree of the organization” and says fees are low. Year-to-date its total return is 1.9 percent. It has an expense ratio of 18 basis points and has $3.4 billion in AUM.

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  • Wealthfront Risk Parity Fund Accused of Underperforming

    October 12th, 2018 by Joe Mallen


    InvestmentNews

    Criticism mounts but robo-adviser defends its strategy

    Joe Mallen, chief investment officer of Helios Quantitative Research, said risk parity strategies in general highlight some of the flaws in backtesting strategies. The funds often look at a long-term relationship between asset classes without understanding that they change over time.

    "You can apply correlations all day long to achieve the risk exposure you're looking for, but at the end of the day they don't always move in that fashion," Mr. Mallen told InvestmentNews.

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  • When the Stock Market Is Volatile, Take a Look at Global Allocation Funds

    October 12th, 2018 by Joe Mallen


    Barron's

    There are 111 distinct funds in Morningstar’s world allocation category, and everyone potentially does something different. “It’s like asking who is the best baseball player: Do you mean who is the best pitcher, the best hitter, or the best shortstop?” says Joe Mallen, chief investment officer at Helios Quantitative Research, which creates investment models for financial advisors and other professionals.

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  • When the Stock Market Tanks, Don't do These Three Things

    October 11th, 2018 by Joe Mallen


    CNBC MAKE IT

    Don't panic-sell

    "Panic-selling is the worst thing you can do," Joe Mallen, chief investment officer at Helios Quantitative Research, tells CNBC Make It. Instead, "look for opportunities to put unused cash into investments you have been considering. Consider it a time when everything is briefly on sale and buy into broad market funds or individual stocks you believe in long-term."

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