This year MDOTM Ltd will participate in InvestOps, the world’s leading investment operations conference, held in London on September 24th & 25th.
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Why AI is Crucial for Investment Decision-Making
In today's complex and competitive financial landscape, integrating AI into asset management processes is no longer optional to gain a competitive edge in the market. AI provides unparalleled insights and efficiencies that help asset managers navigate market complexities and enhance portfolio performance.
At InvestOps, we'll share with the audience, through an interactive experience, the key features of our AI platform Sphere.
AI-Driven Investment Insights
Sphere’s AI-driven investment insights offer a comprehensive market outlook across various asset classes, including commodities, fixed income, and equity. This feature enhances decision-making capabilities by providing forward-looking inputs, allowing for accurate and high-performance portfolios. With tools like ex-ante portfolio analysis, exposure insights, and performance attribution, asset managers can blend their strategies with AI-driven forecasts seamlessly.
Portfolio Rebalancing at Scale
Managing and rebalancing portfolios is a daunting task, but Sphere’s AI capabilities make it efficient and scalable. Asset managers can rebalance thousands of portfolios simultaneously, each tailored to specific goals and targets. By setting inputs and constraints, AI handles the execution, allowing managers to focus on strategic decisions. This feature ensures that portfolios align with desired risk profiles and investment strategies.
StoryFolio: Automated Portfolio Commentaries & Reporting
Sphere's new feature StoryFolio combines Analytical and Generative AI to automate reporting and portfolio commentaries. This feature provides tailored macro and market regime insights, enhancing client engagement and freeing up time for asset managers. Detailed analyses of portfolio profiles, exposures, and risk factors help managers understand portfolio dynamics better, while summarized versions offer quick overviews.
Discover the 3 Proven AI Uses Cases for Investment Managers
Don't miss the opportunity to explore the transformative power of AI in investment decision-making. Visit us at InvestOps this September to learn more about Sphere. If you are not able to attend the event, you can still live the AI experience virtually by booking a slot with our team. Click here to schedule a call, we will show you how our clients are leveraging AI successfully. We will walk you through:
- AI-Driven Investment Insights on expected returns, risk and market regimes
- Portfolio Rebalancing at Scale to build & optimize hyper-personalized portfolios
- Automated Reporting & Commentaries for an enhanced portfolio understanding with Analytical & Generative AI
About MDOTM Ltd
MDOTM Ltd is a global provider of AI-driven investment solutions for Institutional Investors. Founded in London, the company has a team of over 60 physicists, data scientists, engineers, and finance professionals. MDOTM Ltd provides Portfolio Advisory and Asset Allocation services to Banks, Insurance Companies, Family Offices, Pension Funds, Wealth and Asset Managers. Numerous financial institutions across the UK, Europe, and the US leverage MDOTM Ltd’s advisory and AI platform – Sphere – to support their investment process. For more information, visit www.mdotm.ai
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