Sphere's Solutions
Sphere offers 3 solutions for your processes

Discover how you can leverage Sphere's solutions to enhance your investment decision-making.

1
AI-Driven Investment insights
Used by:
CIOs, Investments Committees and Investment Strategists
What you get:
Timely & unbiased investment insights, including a comprehensive market outlook across various asset classes and a market regime analysis.
2
Portfolio Rebalancing At Scale
Used by:
CIOs, Portfolio Managers, & Multi-Asset Teams
What you get:
A smooth and optimal portfolio construction that reduces deviations from your targets. Easily rebalance thousands of portfolios simultaneously with customized goals and targets.
3
Automated Portfolio Commentaries
Used by:
Portfolio Managers & Multi-Asset Teams
What you get:
The generation of custom portfolio commentaries at scale with ease. Sphere leverages controlled Generative AI, which allows for the creation of custom & reliable commentaries for every single portfolio.
Use Case

How To Build & Rebalance Portfolios At Scale

Learn how Sphere can help you rebalance portfolios at scale. Understand how Sphere enables the bulk creation and rebalancing of highly customized portfolios.
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Use Case

How To Leverage AI-Driven Investment Insights

Learn how Sphere's AI-driven insights work. This document delves into Sphere's first solution, which enhances decision-making by integrating AI insights into your existing processes.
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Use Case

Leveraging StoryFolio For Automated Commentaries

Discover how to create custom portfolio commentaries at scale using StoryFolio. Learn how you can leverage Analytical and Generative AI to streamline your portfolio reporting process.
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Research Insights

The 2024 State of AI Research Report

What are asset & wealth managers thinking about AI? Our R&D analysed key insights sourced from global institutional research networks to comprehend leading institutional investors' approach on AI integration for investment decision-making.
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