Build, rebalance and explain portfolios with AI

Sphere is the
AI platform for investment managers

Discover how Sphere empowers asset & wealth managers with AI-driven insights, seamless portfolio rebalancing, and automated reports at scale

Book a demo
DOWNLOAD use caseS
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.
Learn more
DOWNLOAD use case
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.
Learn more
DOWNLOAD use case
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.
Learn more
DOWNLOAD use case
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.
Download REPORT
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.
Download the USE CASE
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.
Download the USE CASE
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.
Download the USE CASE
MDOTM Ltd
MDOTM Ltd. is the global provider of AI-driven investment solutions for Institutional Investors. Founded in London in 2015, the company has a team of over 100 physicists, data scientists, engineers, and finance professionals.  MDOTM Ltd. provides Portfolio Advisory and Asset Allocation services to Banks, Insurance Companies, Family Offices, Pension Funds, Wealth and Asset Managers. Financial institutions across the UK, Europe, and the US leverage MDOTM Ltd.’s advisory and its AI platform to support their investment process.
New York | London | Milan
Solutions
AI-Driven Investment InsightsPortfolio Rebalancing At ScaleStoryFolioUse Cases
Research
BlogInsightsNewsroom
Company
About UsCareersContacts
UN Principles for Responsible InvestmentAI Fintech 100 logoBusiness @ Biodiversity logoWealthtech 100 logo
Private
Research Access
Privacy
Policy
Terms &
Conditions
Book a Custom Demo Today.

Get in touch or talk with our customer success. We will walk you through a personalised version of Sphere and show how you can leverage it in your investment process.

BOOK A DEMO

MDOTM Ltd (FRN: 824056) is an appointed representative of Thornbridge Investment Management LLP (FRN: 713859) which is authorised and regulated by the Financial Conduct Authority.