Insights

May 17, 2023 Webinar Recap: Data, AI, and Finance

By Kaiju ETF Advisors

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As technology continues to play a major role in shaping the financial sector, it is perhaps more important than ever for investors and financial advisors to stay up to date on the latest trends and advancements. That’s why, Kaiju ETF Advisors (the folks behind the DIP ETF) and VettaFi collaborated on a webinar, "Data, AI, and Finance: How Your Portfolio Can Incorporate Innovative Technology." It’s a must-watch for anyone looking to improve their investment strategies and take advantage of the latest technologies in finance.

This webinar is now available on demand, so you can watch it at your convenience. Kaiju CEO Ryan Pannell and Todd Rosenbluth, Head of Research at VettaFi, explored the evolution of AI in the finance sector and how financial companies are harnessing big data and adopting artificial intelligence.

Kaiju's actively managed fund strategy uses innovative technology to help financial advisors and their clients navigate the markets and make informed decisions. DIP aims to bring the type of AI used in the private funds sector to a broader pool of investors by operating within an ETF wrapper. This provides investors access to complex and costly tech generally available only to sophisticated institutional or wealthy investors.

BTD Capital Fund (ticker: DIP) can examine up to 2 billion transactions per trading day, using specific criteria to identify patterns that may indicate a low to high mean reversion. Once identified, the system ranks and scores the patterns using thousands of filters, which helps traders rebalance their portfolios and generate profits. Our CEO dives deeper into what DIP is about in the following short clip.

A dip, or a "dip buying opportunity," is not simply found in any stock that experiences a sell-off. It is a specific event, and this clip from the webinar has our CEO discussing exactly how Kaiju ETF Advisors defines a dip.

Maintaining an AI infrastructure is a complex and costly process, as it involves multiple layers of technology that must work together seamlessly. The machine learning layer is a critical component that sets AI apart from other quantitative processes, further emphasizing the need for skilled professionals. This segment from the webinar clarifies why costs such as recruiting and retaining talented individuals with expertise in this field can be challenging and expensive. It also discusses why ensuring the data quality used in AI models can be costly.

In addition to the insights and information provided in the webinar, attendees have the opportunity to earn one hour of CFP/IWI/The American College CE credit. CFA Institute members are also encouraged to self-document their continuing professional development activities in their online CE tracker.

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Important disclosures

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call (800) 617-0004 or visit our website at dipetf.com. Read the prospectus or summary prospectus carefully before investing.

The Fund is distributed by Quasar Distributors, LLC. Exchange Traded Concepts, LLC (the “Adviser”) serves as the Fund’s investment adviser. Kaiju ETF Advisors, LLC (the “Sub-Adviser”) serves as the Fund’s investment sub-adviser.

Investing involves risk, including loss of principal. The Fund is subject to numerous risks including but not limited to: Equity Risk, Large Cap Risk, Management Risk, and Trading Risk. The Fund is actively managed and may not meet its investment objective based on the Sub-Adviser’s success or failure to implement investment strategies for the Fund. The Fund’s principal investment strategies are dependent on the Sub-Adviser’s understanding of artificial intelligence. The Fund relies heavily on a proprietary artificial intelligence selection model as well as data and information supplied by third parties that are utilized by such a model. Specifically, the Fund relies on the Kaiju Algorithm to implement its principal investment strategies. To the extent the model does not perform as designed or as intended, the Fund’s strategy may not be successfully implemented and the Fund may lose value. A “value” style of investing could produce poor performance results relative to other funds, even in a rising market, if the methodology used by the Fund to determine a company’s “value” or prospects for exceeding earnings expectations or market conditions is wrong. In addition, “value stocks” can continue to be undervalued by the market for long periods of time. The Fund is expected to actively and frequently trade securities or other instruments in its portfolio to carry out its investment strategies. A high portfolio turnover rate increases transaction costs, which may increase the Fund’s expenses. Frequent trading may also cause adverse tax consequences for investors in the Fund due to an increase in short-term capital gains. The fund is new, with a limited operating history.

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