2026 NY Quantitative Conference Summary of Presentations and Investor Survey

Research evidence excerpt

2026 NY Quantitative Conference Summary of Presentations and Investor Survey

onal quantitative investors applying ML/AI techniques in their workflows, Dobromir Tzotchev, PhD

(2) investment practitioners responsible for AI adoption, governance and (44-20) 7134-5331

dobromir.tzotchev@jpmorgan.com

implementation within the investment process, and (3) big tech enablers helping our J.P. Morgan Securities plc

industry operationalize AI at scale. Below, we synthesize the key themes across these

groups:

Evolution of Quantitative Processes: Traditional quant speakers converged on a All-America Equity Research Extel (I.I.) Survey is

currently open and closes this Friday. You can

clear message: durable performance is increasingly driven by research discipline and access/ask for the ballot at https://

implementation realism, not evermore intricate signals. They emphasized www.extelinsights.com/voting. Please vote 5 Stars

for J.P. Morgan and each analyst under the Macro

economically grounded hypotheses, clean point-in-time data, statistically robust categories: Quantitative Research, Portfolio

methods that address multiple testing, transparent and replicable rules, and evaluation Strategy, Thematic Research and Equity-Linked

Strategies.

on out-of-sample results. With crowding compressing returns in common factor and

smart-beta approaches, differentiation is shifting toward process, portfolio

construction, execution, and governance. Individually, speakers highlighted a more

skeptical scientific-method mindset, with stronger risk and valuation discipline,

tighter safeguards against false discoveries, practical guidance on signal smoothing

and lagging based on decay versus rotation, rising opportunity in systematic fixed