Baritone Research is a leading edge investment research boutique based in Toronto, Canada. We partner with forward-thinking investment professionals and institutions to deliver tailored, AI-enhanced research solutions. Grounded in time-tested principles and real-world expertise, we deliver actionable research and portfolio construction insights covering a global universe of 20+ asset classes and 3000+ individual securities.
Yoonjai Shin, CFA, CMT
As the Founder & Head of AI Research, Yoonjai brings a forward-thinking approach to investment strategy design, drawing on over two decades of industry experience. His work at Baritone integrates fundamental analysis with proprietary AI insights to develop sophisticated, sensible strategies across equities, income, and risk overlay programs. He has conducted extensive R&D into the practical applications of AI in global investing, developing novel frameworks and tools to advance strategy design.
Previously, he served as Vice-President & Portfolio Manager at CI Global Asset Management, where he co-managed over $35 billion in multi-asset strategies and contributed to the growth and modernization of the firm’s multi-asset division. He played a key role across a range of innovative strategies and led initiatives in capital markets research, option-based solutions, and scalable retirement programs. His leadership contributed to award-winning mandates recognized by Fundata, Lipper, and Morningstar.
Yoonjai holds the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations, and a BA in Economics from Western University. He has completed certifications in finance and technology, including the Artificial Intelligence Professional Certificate from Stanford School of Engineering. He is an experienced Python developer and speaks English, French, and Korean. As a mentor, he enjoys guiding and empowering colleagues to reach their full potential.