MDOTM Ltd, a global provider of AI-driven investment solutions for institutional investors, was proud to sponsor the Global Wealth Management Summit 2024, held on November 6-7 at The Landmark in London. Organized by Professional Wealth Management (PWM) in collaboration with FT Live, this two-day event brought together leaders from private banks, family offices, and wealth management firms to tackle the industry's most pressing issues.
Now in its seventh year, the summit provided a unique platform for thought leaders to address critical topics, from operational optimization and the impact of geopolitical shifts on investment strategy to innovative product development for an increasingly globalized client base.
At the event, MDOTM showcased its AI-driven investment platform, Sphere, demonstrating how its data-driven insights enhance Strategic and Tactical Asset Allocation. Sphere's advanced analytics allow portfolio managers to create, rebalance, and optimize portfolios at scale. Attendees also explored StoryFolio, a unique feature of Sphere that generates personalized portfolio commentaries with real-time insights on macroeconomic context, risk exposures, and the driving factors behind portfolio decisions.
MDOTM Ltd engaged in discussions with industry peers on how our AI-driven solutions can empower wealth managers to navigate today’s challenges and embrace emerging opportunities in a dynamic, client-centered landscape.
___________________________________________________________________
Discover the 3 Proven AI Use Cases for Investment Managers
Don’t miss the opportunity to explore the transformative power of AI in investment decision-making. Click here to schedule a call, and we’ll demonstrate how our clients are leveraging AI successfully. We’ll walk you through:
- AI-Driven Investment Insights on expected returns, risk, and market regimes
- Portfolio Rebalancing at Scale to build and optimize hyper-personalized portfolios
- Automated Reporting & Commentaries for enhanced portfolio understanding with Analytical & Generative AI
.jpg)
%20(2).png){kind=spacer}
