Our Portfolio Advisory connects you with our AI and cutting-edge financial research to develop bespoke ESG Equity and Multi-asset investment strategies. We provide AI-driven investment inputs down to single instrument level, while you remain in charge of execution.
MDOTM’s AI-driven models are designed to suit different investment needs: from the advisory of funds and discretionary mandates to insurance, pension funds, and family office mandates.
We help our clients craft a bespoke investment strategy. We employ our research and the best technology to create a unique solution that perfectly fits our clients' product range and meets their objectives.
Our clients remain in charge of the execution of the investment strategy, while we work closely with them to provide ongoing support and the best technology for investment decision-making.
We discuss our clients’ investment objectives and risk profile. We work together to convert the initial guidelines into defined parameters to tailor our AI models.
We train a stable and tailored model which uses AI to learn the structure of market dynamics to select a basket of securities that deliver a well-diversified and performing portfolio.
Our solutions are continuously monitored and updated by our team of experts to reflect the latest R&D improvements. AI-driven investment models keep learning from new data and adapt to market changes.
For more information about our investment solutions for institutional investors, contact our business development managers