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NBI SmartData Equity Funds

Turning big data into smart data

Managed by Goldman Sachs Asset Management LP (GSAM)

Investment strategy

The NBI SmartData U.S. Equity Fund and the NBI SmartData International Equity Fund, managed by Goldman Sachs Asset Management (GSAM), are generally made up 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.

Key differentiators

  • Rooted in advanced machine learning processes

  • Offers better potential returns

  • Backed by fundamental valuation and establishment of pricing parameters

  • Ensures the capital stewardship is secured by weighing transaction costs against risks

Why invest in these 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.

More information

Why does big data matter?

  • 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.
Graphique data

What is the approach behind this Fund? 

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 versus risk versus 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

Documents

FAQ on H and FH Series

Learn more about the NBI SmartData funds Investor | Advisor

Discover Goldman Sachs Asset Management, LLC

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About the portfolio manager’s firm

Goldman Sachs Asset Management LP logo

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

  • Established since 1989

  • Managing over $88.8 billion in assets 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

 

Learn more

Fund Series

 

Advisor Series

Series F

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

NBI SmartData U.S. Equity Fund

Advisor Series

Initial sales charge

NBC490

Low sales charge

NBC690

Deferred sales charge

NBC590

Series F

NBC790

T5 Series

Initial sales charge

NBC5490

Low sales charge

NBC5690

Deferred sales charge

NBC5590

F5 Series             

NBC5790

H Series

Initial sales charge

NBC5190

Low sales charge

NBC5390

 

FH Series

NBC5090

NBI SmartData International Equity Fund

Advisor Series

Initial sales charge

NBC491

Low sales charge

NBC691

Deferred sales charge

NBC591

Series F

NBC791

T5 Series

Initial sales charge

NBC5491

Low sales charge

NBC5691

Deferred sales charge

NBC5591

F5 Series             

NBC5791

H Series

Initial sales charge

NBC5191

Low sales charge

NBC5391

 

FH Series

NBC5091


Learn more about Series*

Questions?

Call or email an NBI sales representative: 1-877-463-7627

Legal notes

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.