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16 min read
Risk-Adjusted Return Investing Strategies: Sharpe Ratio, Sortino Ratio & Portfolio Risk
Risk-adjusted return investing helps advisors evaluate investment performance relative to the amount of risk required...
Insights for Advisors
Resource Library
Explore research, reports, and market insights designed to help financial advisors make informed decisions, communicate with confidence, and deliver better client outcomes.
Insights
15 min read
Model Portfolio Construction for Advisors: Building Consistent, Scalable Portfolios
Helios Quantitative Research: Jun 3, 2026
Model portfolio construction helps advisors scale portfolio management by establishing a repeatable framework for asset...
11 min read
How Advisors Can Turn Risk Management Into a Repeatable Model Portfolio Process
Helios Quantitative Research: May 26, 2026
Advisors can turn risk management into a repeatable, model-portfolio process by documenting how risk is measured,...
News
CEO Chris Shuba in Financial Planning on Hubs for Financial Advisors
Team Helios: Apr 23, 2024
As organizations like Fidelity establish advisor hubs, there's a noticeable trend towards integrating advanced tools...
1 min read
CEO Chris Shuba on Schwab Network Speaking About The Rise and Evolution of the Magnificent 7:
Team Helios: Apr 3, 2024
In the ever-evolving stock market landscape, certain stories capture the imagination and drive investor fervor. One...
Helios CEO Featured in Kiplinger for Expert Insights on February CPI Report
Team Helios: Mar 13, 2024
Helios CEO and founder, Chris Shuba, has been featured in Kiplinger's coverage of the February CPI Report. According to...
Webinar Archives
How Top Performing Practices are Driving HNW Client Acquisition and Growing Enterprise Value
Team Helios: Oct 27, 2025
Don't miss out on this quarter's must-attend webinar, How Top Performing Practices are Driving HNW Client Acquisition...
Bull or Bear? What the “Canaries in the Coal Mine” Are Singing
Team Helios: May 15, 2025
Don't miss out on this quarter's must-attend webinar Bull or Bear? What the “Canaries in the Coal Mine” Are Singing...
Tipping Our Hand: The Insider’s Guide to Demystifying the Markets
Team Helios: Sep 12, 2024
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