Sphere's Q4 New Features Release

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Welcome to Sphere's Q4 New Features Release, where we explore the latest updates and features designed to enhance your investment management experience. Our team has been dedicated to delivering high-quality features tailored to our clients' needs. Let’s dive into what’s new this quarter.

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New Regime Analysis Tool and Global Risk Map

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Sphere now offers a Market Regime Analysis Tool and a Global Risk Map to help investment professionals adapt to the ever-changing market landscape:

• Market Regime Analysis Tool: Understand current market environments and optimize strategies. This feature provides detailed insights into dominant market regimes across equities, fixed income, and other asset classes, breaking them down by sector and region
  • Historical Context: Access past market regimes to anticipate potential shifts and transitions.
  • Sector Regime Breakdown: Identify sectors in favorable or unfavorable regimes for more precise portfolio alignment.
• Global Risk Map: This visual tool highlights market risk distribution by sector and duration, enabling you to quickly assess risk drivers and duration exposures in your portfolio.

Bulk Portfolio Analysis

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Sphere’s Bulk Analysis Tool simplifies portfolio management, enabling you to assess multiple portfolios simultaneously with ease:

• Comprehensive Metrics: Evaluate key metrics like volatility, maximum drawdown, market views, efficiency ratios, and benchmarks.
• Customizable Filters: Tailor your analysis using adjustable parameters, saving presets for consistent application.
• Bulk Proposals: Streamline portfolio adjustments with actionable strategies based on data insights.

This tool provides the clarity and efficiency needed to manage complex portfolios, making it a must-have for professionals handling large-scale investment strategies.

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Portfolio Mixer

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The Portfolio Mixer offers flexibility and precision in portfolio management:

• Combine Portfolios: Merge existing portfolios seamlessly with inputs from AI-driven insights.
• Advanced Analysis: Analyze the combined portfolio by macro asset class, geographic exposure, currency distribution, or custom tags.
• Weight Adjustments: Fine-tune portfolio weights to align with your strategy.

This feature provides a unified view, empowering you to make better-informed decisions and optimize portfolio compositions.

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StoryFolio and Report Builder

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Deliver impactful, personalized insights with Sphere’s StoryFolio and Report Builder :

• StoryFolio: Generate AI-driven portfolio commentaries with customizable language, tone, and content structure. Tailor your insights across key sections like Market Outlook, Portfolio Dynamics, and Instrument Insights.
• Report Builder: Create polished, customized portfolio reports with flexibility in template structures and content elements. Preview and finalize reports before downloading for streamlined communication.

These tools simplify the creation of detailed commentaries and reports, ensuring clarity in your client communications.

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Unlock AI-Driven Solutions with MDOTM Ltd

Interested in leveraging AI for your investment strategies? Contact our team to learn how Sphere can transform your portfolio management process today.

• AI-Driven Insights for strategic and tactical decision-making
• Portfolio Optimization at scale
• Automated Reporting tailored to your needs

Click here to book a call and discover how AI can enhance your performance.

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