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GenAI in Factor Modeling Data Pipelines: A Hedge Fund Workflow on AWS

Industries Blog



This article discusses a comprehensive AWS-based solution for factor modeling in hedge funds, leveraging serverless technologies and generative AI to enhance quantitative investment strategies.

  • Uses AWS Lambda, EventBridge, and Batch for automated data collection from sources like Yahoo Finance, SEC filings, and web searches
  • Implements generative AI for sentiment analysis and extracting insights from financial documents
  • Utilizes AWS Step Functions to orchestrate parallel computing for factor mining across thousands of securities
  • Stores and processes data using ClickHouse database with tables tracking factor values, timeseries, and performance metrics
  • Provides a Streamlit visualization dashboard to display factor effectiveness and statistical results

The solution offers hedge funds and quantitative analysts a scalable, cloud-native platform to develop sophisticated trading strategies by efficiently processing and analyzing complex financial data.



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