Create personalized portfolio commentaries at scale
client engagement
Leverage the power of Generative aI to boost client engagement
Use Controlled Generative AI’s power to explain and comment portfolios at scale.
• Controlled Generative AI
Sphere leverages controlled Generative AI, which allows for the creation of custom, coherent, and reliable commentaries for every single portfolio.
• Make Hundreds of Individual Portfolio Commentaries
With Sphere you can make hundreds of individual portfolio commentaries in a matter of minutes, so you can focus on tasks of greater value.
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macro & market regime commentary
Obtain Commentaries For the Current Macro & Market Regime
Sphere will provide you custom commentaries for the current market regime.
• Macro Commentary
Whether you're focusing on Equity, Fixed Income, or Commodities markets, and no matter the geography, Sphere will provide you with you own custom macro commentary.
• In-Depth Market Commentary
Obtain specific and detailed market commentaries explaining Sphere's positioning indicators and providing a more in-depth perspective on the current market outlook.
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unique portfolio commentary
Get Individual Portfolio & Exposure Commentary
Obtain a portfolio commentary for each one of your portfolios, with in-depth explanations and descriptions.
• Portfolio Analysis
Have an in-depth analysis of your portfolio with a custom commentary of its profile, exposure, risk factors, and more.
• Portfolio Summary
Seeking a quicker explanation? Sphere also provides a summarized version of all commentaries.
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Scale your portfolio commentaries and reporting
How It Works:
1
Set Your Market Views
Leverage Sphere's market view, choose your own, or blend both. Additionally, add a commentary alongside your market expectations so Sphere can better shape your custom commentary.
2
Sphere's AI Will Conduct a Coherence Check With Your Views
Let Sphere leverage its proprietary Analytical & controlled Generative AI technology to conduct a coherence check with your set views.
3
Choose the AI commentary you want
Obtain a custom commentary for each one of your portfolios, with in-depth explanations and descriptions of the market and portfolio metrics. You can choose if you want a full portfolio commentary, a summarized version, a market commenary, or more.
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