Last week, Axel Maier, CFA, our Partner & Global Head of Business Development, represented MDOTM Ltd as one of 15 UK FinTech companies selected for a Trade Mission to North America. Organized by London & Partners, supported by the Mayor of London, and funded by the UK Government, the mission took place in Toronto and New York City. It provided a focused opportunity to engage with industry leaders and financial institutions in two key North American markets. We had the chance to connect with major financial institutions such as CIBC, BMO, TD Bank, and Wells Fargo, deepening our understanding of local market dynamics.
Focus on AI in Finance
AI is increasingly becoming a critical tool in asset management, helping portfolio managers to make more informed and efficient investment decisions. MDOTM's Sphere platform leverages AI to provide insights that enhance Strategic Asset Allocation and Tactical Asset Allocation processes, and to explain and rebalance portfolios at scale. The platform integrates analytical AI with generative AI to produce personalized portfolio commentaries and reports, delivering detailed insights on portfolio composition, risk exposures, and the drivers behind specific investment decisions.
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Discover the 3 Proven AI Uses Cases for Investment Managers
Learn how MDOTM’s AI adds speed and scale to your investment process. Click here to schedule a call with our customer success team where they will show you how our clients are leveraging AI successfully. During the call they 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
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