Investment Intelligence for RIAs, GPs, and IFAs
Helix Research Ltd. offers cutting-edge AI-Powered Investment Intelligence specifically designed to empower Registered Investment Advisors (RIAs), General Partners (GPs), and Independent Financial Advisers (IFAs).
In today's competitive landscape, where delivering consistent alpha and navigating market pressures are paramount, our solutions provide a significant strategic advantage to professional money managers and advisors.
Addressing Key Challenges for Investment Professionals
Traditional investment models often fall short in delivering consistent alpha, and existing tools may only cater to long positions. Our intelligence services are built to overcome these challenges, helping you manage performance pressure amidst fee compression and seek enhanced returns for your clients.
Our Solution: The HTI2 System
The Helix Trading Intelligence (HTI2) system is a proprietary, AI-driven platform that forms the core of our offering:
Integrated Data Analysis
The HTI2 system leverages a sophisticated Graph Neural Network (GNN) to connect and analyze diverse data sets, including money flows, company fundamentals, ESG factors, market sentiment, and price movements.
Comprehensive Trading System
Beyond just signals, HTI2 provides a complete trading system that includes robust signals, support for execution, and integrated risk management.
Systematic "Margin of Safety" Identification
This advanced analytical capability allows for the systematic identification of "margin of safety" opportunities, helping uncover undervalued assets or overvalued positions.
Versatility for Strategies
The system is specifically built to support both long and short book strategies, offering flexibility to adapt to various market conditions.
Demonstrated Impact and Benefits
Our HTI2 system has shown significant effectiveness, providing tangible benefits to its users:
The signals generated by the system have achieved a 78% success rate with a 15x profit factor.
The system itself has demonstrated strong returns, with 84% in 2024 and 65% year-to-date in 2025.
The HTI2 system is live and actively generating signals daily.
Strategic Partnership and Competitive Edge
We operate on a B2B licensing model for RIAs, GPs, and IFAs, featuring performance fees that are significantly lower than typical industry standards, averaging 5%. This model aligns our success directly with yours. Our competitive advantage stems from a proprietary macro flows framework, a proven track record, and deep domain expertise derived from hedge fund management.