This year MDOTM Ltd will sponsor The Summit Of Asset Management, the largest global event for asset and wealth managers, held in New York on September 17th. The event brings together leading investment companies from all around the US to discuss and explore innovations and future trends in the asset and wealth management industry.
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MDOTM Ltd - the global provider of AI-driven investment solutions for Institutional Investors - will be one of the sponsors of the event, held at the Marriott Marquis Hotel in Times Square. Our team prepared an interactive AI experience on how our proprietary AI platform Sphere can be seamlessly integrated into existing investment processes to enhance decision-making, productivity, and efficiency.
From portfolio construction to rebalancing, investment insights, and personalized reporting, AI enables asset managers to navigate complex markets with confidence and agility. For The Summit Of Asset Management, 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.
For instance, Sphere offers commentaries tailored to the current macro and market regime, providing valuable insights for informed decision-making. Asset managers can access macro commentaries spanning equity, fixed income or commodities markets, tailored to their specific geographic focus. Additionally, in depth market commentaries offer detailed explanations of Sphere’s positioning indicators and provide a comprehensive market outlook. Asset managers can improve client engagement with commentaries for every portfolio, ensuring clients are well-informed. Individual portfolio and exposure commentaries further enhance the understanding of portfolio dynamics. With detailed analysis of portfolio profiles, exposures and risk factors, asset managers gain invaluable insights into portfolio performance. For those seeking a quick overview, Sphere also provides summarized versions of all commentaries.
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 The Summit Of Asset Management 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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