Erkko Etula, CEO and Co-Founder of Brooklyn Investment Group, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss direct indexing across multiple vehicles and asset classes.
WHO WE ARE
For financial advisors, by industry experts
Brooklyn Investment Group was co-founded by John Nay and Erkko Etula to empower independent financial advisors to scale in the digital era where personalization and automated tax management can unlock client engagement and growth.
Leadership
CEO & Chief Investment Officer
Harvard Ph.D.
Former Goldman Sachs Managing Director and New York Fed Economist
Decade of investment experience at Goldman Sachs creating systematic strategies for wealth management clients
Chief Compliance Officer
Penn J.D.
Stanford Affiliated Faculty
Formerly at the Office of Financial Research of the U.S. Department of Treasury
Chief Revenue Officer
Former PIMCO Executive Vice President
Former Goldman Sachs Managing Director
More than two decades of experience as a sales leader, solutions architect, portfolio manager and head of strategy
Chief Technology Officer
WashU B.S. in Computer Science
Former CTO of an investment firm
Former Senior Machine Learning Engineer at Capital One
Chief Quant Strategist
University of Chicago Ph.D.
Former Head of Quant Strategies at a fintech firm
Former Quantitative Researcher at Credit Suisse
Head of Equities
MIT Ph.D.
Former Portfolio Manager and Yale Professor
Decade of investment experience managing billions of dollars in quantitative equity portfolios for top hedge funds and asset managers
Head of Operations
Columbia Business School MBA
Former FinTech investment banker at Moelis & Co and Goldman Sachs
Former operations leader at several tech companies
Head of Trading
Carnegie Mellon B.S. in Computer Science
Former Citadel Execution Services Lead Developer and Goldman Sachs quant
Two decades of experience executing and developing quantitative strategies
James Daily
Head of AI
WashU J.D. and M.S. in Computer Science
Former Natural Language Processing Researcher and Lecturer at the Center for Empirical Research in the Law at WashU
Broader team
Our growing team of quant investors and software engineers comes from top financial institutions and universities.
Trademarks and other logos that illustrate team backgrounds do not imply any endorsement or other connection.
Company background
Brooklyn Investment Group is an SEC Registered Investment Adviser that leverages the technology of its parent company, Brooklyn Artificial Intelligence Research. This technology is combined with institutional-grade portfolio optimization and automated tax-loss harvesting to power personalized portfolios for clients.
Over the past five years, Brooklyn Artificial Intelligence Research has developed an engine for customizing investment portfolios.
Press
Brooklyn Investment Group’s Etula On Direct Indexing Across Asset Classes
See Full Interview
09/20/2024
S&P Dow Jones Indices Launches MyIndex™ and Collaborates with Brooklyn Investment Group to Expand Access to Customizable Indices
S&P Dow Jones Indices ("S&P DJI"), the world's leading index provider, and Brooklyn Investment Group ("Brooklyn") today announced the launch of MyIndex™, a customizable version of S&P DJI's market-leading indices offering, on Brooklyn's managed accounts platform.
09/16/2024
Brooklyn’s Robot Analyst Cuts Costs By Four-Fifths
Brooklyn Investment Group CEO, Erkko Etula, and Head of AI, James Daily, discuss the company's use of AI in portfolio management. The A.I. plugin described in the article is part of Brooklyn's Buy-Side-as-a-Service platform for asset managers looking to scale their direct indexing offering.
09/06/2024
Brooklyn CEO Discusses "Operational Alpha" at Wealth Management EDGE Conference
Brooklyn Investment Group CEO, Erkko Etula, discusses the company's innovative approach to personalizing and tax-managing equity / muni portfolios at scale, while unlocking significant operational efficiencies for advisors - Brooklyn calls this "operational alpha."
06/10/2024
Nuveen Launches Innovative Multi-Asset, Custom Direct Indexing Portfolio
Nuveen, the investment manager of TIAA, has launched the Nuveen Tax Advantaged Balanced portfolio, which combines investment-grade municipal bonds and equities, featuring regular monitoring for automated tax-loss harvesting and rebalancing opportunities across both asset class sleeves.
12/06/2023
Brooklyn Investment Group Launches Innovative American Depositary Receipts (ADR) Index in Partnership with Nasdaq
Brooklyn Investment Group, LLC in partnership with Nasdaq (Nasdaq: NDAQ), today announced the launch of the Nasdaq-Brooklyn ADR™ Index, designed specifically for direct indexing and tax-loss harvesting strategies implemented in separately managed accounts (SMAs) to address their greater liquidity requirements.
11/01/2023
Archer and Brooklyn Investment Group Partner to Provide Asset Managers A.I.-Powered Custom Direct Indexing Solution
Strategic partnership enhances Archer’s ability to support asset managers’ ongoing efforts to meet demand for direct indexing and tax-optimized investment offerings
06/06/2023