Quants' Quandary: Crossing the Chasm

In a series of five installments, Rick Roche will explore and analyze the acceptance and diffusion of quantative investment management. Mr. Roche upends widely-held, erroneous assumtions and media assertions of widespread quant investing. the author documents that a surprisingly small sum of inviduals and institutional dollars has been allocated to quant strategists.

Part One - Quantifying Quants in Global Wealth Assets

In part one of a five-part series, Mr. Roche places into its proper context the amount of quant-managed fund allocations and describes in general potential benefits and drawbacks associated with quantitative investment.Over a fourteen-month period, Rick Roche conducted over 40 in-person surveys on quantitative investment recommendations by Chartered Financial Analysts and advisors.

Rick Roche discusses the quant investing world.


Richard (Rick) P. Roche, CAIA

Rick Roche has been a Managing Director at Little Harbor Advisors, LLC since April 2013. Rick is also the Founder/AI Analyst at Roche Invest AI, LLC, a consultancy that specializes in research, integration, and promotion of AI and Machine Learning in investing and the use of alternative investment data in the investment management industry.

Rick Roche has 38 years of experience in the investment management and distribution industries. Rick is a Chartered Alternative Investment Analyst (CAIA), Member of the Society of Quantitative Analysts (SQA), and Boston QWAFAFEW (Quantitative Work Alliance For Applied Finance, Education, and Wisdom).

Rick Roche holds FINRA Series 7, Series 63, Series 3 (Commodities), and Series 65 (Investment Adviser Representative) licenses.

Quants' Quandary

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