Crowdsourced Investment Research through Tournaments

Journal of Financial Data Science, Vol. 2, No. 1, 2020, https://jfds.pm-research.com/content/2/1/86

Posted: 25 Sep 2019 Last revised: 24 May 2020

See all articles by Marcos Lopez de Prado

Marcos Lopez de Prado

Cornell University - Operations Research & Industrial Engineering; Abu Dhabi Investment Authority; True Positive Technologies

Frank J. Fabozzi

EDHEC Business School

Date Written: September 15, 2019

Abstract

Traditionally, the development of investment strategies has required domain-specific knowledge as well as access to restricted datasets. This has meant that investment opportunities are not researched by the majority of data scientists, because they lack either or both of these requirements. In this article, the authors discuss the merits of tournaments as a crowdsourcing paradigm for investment research. Tournaments can overcome the two research barriers (domain-specific knowledge and data barriers), hence enabling the wide population of data scientists to contribute to the development of investment strategies.

Key Points:

1. There are four flaws with the development of investment strategies: domain-specific knowledge barrier, budgetary constraints and confidentiality restrictions, inability to monetize the value of data, and backtest overfitting.

2. Tournaments offer a solution for overcoming the four flaws associated with developing investment strategies.

3. The modern investment process suggested allows data scientists without an investment background to contribute forecasts to a systematic asset manager.

Keywords: tournaments, backtests, data abstraction, investment strategies forecasting, overfitting

JEL Classification: G0, G1, G2, G15, G24, E44

Suggested Citation

López de Prado, Marcos and López de Prado, Marcos and Fabozzi, Frank J., Crowdsourced Investment Research through Tournaments (September 15, 2019). Journal of Financial Data Science, Vol. 2, No. 1, 2020, https://jfds.pm-research.com/content/2/1/86, Available at SSRN: https://ssrn.com/abstract=3454234 or http://dx.doi.org/10.2139/ssrn.3454234

Marcos López de Prado (Contact Author)

Cornell University - Operations Research & Industrial Engineering ( email )

237 Rhodes Hall
Ithaca, NY 14853
United States

HOME PAGE: http://www.orie.cornell.edu

Abu Dhabi Investment Authority ( email )

211 Corniche Road
Abu Dhabi, Abu Dhabi PO Box3600
United Arab Emirates

HOME PAGE: http://www.adia.ae

True Positive Technologies ( email )

NY
United States

HOME PAGE: http://www.truepositive.com

Frank J. Fabozzi

EDHEC Business School ( email )

France
215 598-8924 (Phone)

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