MDOTM Ltd at Monaco Fund Forum: The AI Advantage For Asset & Wealth Managers

MDOTM Ltd has just attended the Monaco Fund Forum, the largest event for asset and wealth managers in Europe. The forum brought together professionals and industry leaders from all around the world to discuss and explore innovations and future trends in asset and wealth management and it's the number one networking event for global asset and wealth managers to build partnerships across public and private markets, distribution, asset allocation, investment solutions and business operations.

Grimaldi Forum, Monte-Carlo

MDOTM - the global provider of AI-driven investment solutions for Institutional Investors - was one of the sponsors of the event, held at the prestigious Grimaldi Forum in Monaco. Our executives shared through an interactive AI experience how our proprietary AI platform Sphere can seamlessly integrate into existing investment processes to enhance decision-making, productivity, and efficiency.

AI has emerged as a powerful tool in asset and wealth management, offering a multitude of applications to optimize investment strategies and enhance client engagement. From portfolio construction to rebalancing, investment insights, and personalized reporting, AI enables asset managers to navigate complex markets with confidence and agility. For the Monaco Fund Forum, MDOTM's experts prepared an interactive AI experience that showed the audience the three main use cases that highlight AI’s crucial impact on investment decision-making:

  • AI-Driven Investment Insights: AI insights expand the investment team's perspective, providing tailored solutions for navigating the complexities of today's markets and enhancing decision-making capabilities. This includes gaining a comprehensive market outlook across various asset classes like commodities, fixed income, and equity, as well as insightful market regime analysis, comparing current market structures to historical regimes.

  • Portfolio Rebalancing at Scale: AI enables the efficient management and rebalancing of multiple portfolios simultaneously. By establishing specific inputs and constraints and then allowing AI to apply these requirements to all the asset managers’ portfolios, the process of managing numerous portfolios becomes significantly smoother and more efficient.

  • Portfolio Commentaries & Reporting: Generative AI allows for personalized portfolio commentaries and reports at scale. Sphere delivers custom macro and market commentaries, improving client engagement and providing valuable insights into portfolio dynamics.

Participating at the the Monaco Fund Forum was a great opportunity to showcase how AI is increasingly playing a pivotal role in shaping the future of investments, enabling investment professionals to adapt and thrive in an ever-changing market environment. Thank you to all the investment professionals who stepped by!

If you were not able to attend the event, you can live the AI experience virtually by booking a slot with our team here 👉 https://bit.ly/3xnNjc1

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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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