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NBI SmartData Equity Funds

The NBI SmartData U.S. Equity Fund and the NBI SmartData International Equity Fund, managed by Goldman Sachs Asset Management (GSAM), are generally composed of high quality large capitalization holdings that seek out potential excess returns. The Funds attempt to seize new investment opportunities by harnessing the power of big data to provide a competitive edge by sorting, analyzing and transforming complex datasets and ultimately gaining insight into the potential future profitability.


Better potential returns and ensure capital stewardship 

Both Funds seek to offer better potential returns by using some of the most advanced machine learning processes to properly measure changes in momentum backed up by fundamental valuation and establishment of pricing parameters. They also ensure that capital stewardship is secured by weighing transaction costs against risks and strategy pricing in all investments. 

About the QIS Team

GSAM’s Quantitative Investment Strategies team (QIS) is entirely dedicated to transform information – big data into ideas, ideas into actions and finally actions into results.

  • Established since 1989
  • Managing over $ 88.8 B in asset under supervision as of September 30, 2016
  • Over 170 investment professionals with 15 years investment experience on average.
  • Globally integrated teams overseeing portfolio design and research, construction, ongoing management, risk analysis, quantitative solutions, execution strategies and system infrastructure.

Why big data matters?

  • The value of information is essential in today’s world.
  • Big data is all around us, transforming our lives.
    From smartphones to social media posts, data is constantly being generated and consumed.
  • Benefits can be generated beyond technology
    by analyzing data sources for insights into future profitability and focusing on results.
  • Data provides an informational edge for better informed final portfolio construction.

What is the approach behind the NBI SmartData Equity Funds?

Data is at the core of the NBI SmartData Equity Funds’ investment model. Access to new types of data, along with the ability to capture and process data quickly, has given new ways to catch investment opportunities using three essential alpha (or return) drivers: momentum, value and profitability.

The approach is turning big data into actionable smart data. The strategy also relies on the pairing of human judgment and technology to produce best results. 

Using big data to identify investment opportunities
  • Applying MVP research approach into every stock in the investable universe weighing return vs risk vs cost
    • Momentum: Use machine learning techniques to identify trending prices, themes, cumulative returns and analysts’ recommendations
    • Valuations: A bottom-up approach to valuing companies based on underlying massive data
    • Profitability: Analyzing unique data sources to provide potential insights into company growth based on multiple factors including but not limited to, online customer traffic and attention span.

Why invest in the NBI SmartData Equity Funds?

The NBI SmartData Equity Funds are the results of putting the right data to work. A data-driven investment process built upon extensive and rigorous research, repeatable security selection and risk awareness. Big data is leveraged to search for new and unique insights that may be overlooked by conventional approaches.

              

 


Quantitative rules based approach

A successful quantitative rules based approach that attempts in finding insights about a company and sector before the broad market prices it in.
 

Informational advantage

Use proprietary machine learning software to analyze big data themes.
 

Turning big data into smart data

Combining human judgment with processed unstructured data to transform big data into actionable ideas and results.

                          

        

NBI SmartData Equity Funds Codes
     

 

Advisor Series  F Series  T5 Series   F5 Series
 H Series FH Series 
Initial sales charge
Low sales charge
 Deferred sales charge Initial sales charge
Low sales charge
Deferred sales charge  Initial sales charge
 
Low sales charge
 
NBI SmartData
U.S. Equity Fund
NBC490 NBC690 NBC590  NBC790 NBC5490 NBC5690 NBC5590  NBC5790 NBC5190  NBC5390  NBC5090 
NBI SmartData
International Equity Fund 
NBC491  NBC691  NBC591  NBC791
NBC5491
 
NBC5691   NBC5591  NBC5791  NBC5191 NBC5391  NBC5091 

   

Documentation

FAQ on H and FH Series

Learn more about the NBI SmartData funds Investor | Advisor
Discover Goldman Sachs Asset Management, LLC
Launch presentation

         

   

CONTACT YOUR SALES TEAM

   

The NBI SmartData U.S. Equity Fund and the NBI SmartData International Equity Fund (the “Funds”) are offered by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada. Goldman Sachs Asset Management, L.P. acts as portfolio manager for the Funds. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus of the Funds before investing. The Funds’ securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Funds are not guaranteed, their values change frequently and past performance may not be repeated.