Banca Patrimoni Sella & C. launches a new discretionary mandate powered by MDOTM Ltd’s Artificial Intelligence


Following the partnership, the new solution will use AI and Big Data to adapt the portfolio’s optimal asset allocation to the constant evolutions of financial markets

 

Banca Patrimoni Sella & C. launches a new discretionary mandate based on Artificial Intelligence. The new mandate has been developed in partnership with MDOTM Ltd, the Fintech scaleup global provider of AI-driven investment solutions for institutional investors.

 

The new mandate, called "GP AI-Driven", will invest in a flexible and broadly diversified portfolio obtained through an innovative investment strategy that combines MDOTM Ltd’s proprietary AI methodology with the know-how and experience of Banca Patrimoni Sella & C.’s investment team.

 

The mandate will leverage the analysis of Big Data combined with the power of Artificial Intelligence models and cloud computing to constantly reflect in the portfolio the latest  developments in financial market dynamics, resulting in an improved risk-return profile and a constantly updated optimal asset allocation.

 

"GP AI-Driven" will actively invest in funds, ETFs, and individual securities, through a portfolio highly diversified at a geographical and sectoral level that discounts the expected returns and correlations as well as key behavioral finance dynamics.

 

Diego Mihalich, Chief Investment Officer of Banca Patrimoni Sella & C. commented: "Today we strengthen our suite of discretionary mandates by bringing an innovative technology like Artificial Intelligence into our processes. The partnership with MDOTM Ltd marks a significant step forward in our innovation strategy and in improving the quality of the investment solutions available to our clients. It is a further technological add that goes hand in hand with our targeted and bespoke advisory services, which have always been a distinctive trait of our bank".

 

Federico Invernizzi, Chief Operating Officer of MDOTM Ltd, commented: "Integrating Artificial Intelligence in the investment process and developing new solutions is a strategic factor that will drive banks and asset managers’ growth. This technology represents a unique opportunity to provide investment teams with unbiased inputs and improve their decision-making. We are excited for the launch of GP AI-Driven: a cutting-edge investment solution that combines the bank’s expertise with our AI platform’s inputs in a flexible and global portfolio able to adapt to the continuous evolutions of financial markets"

 

Turin and Milan, February 2nd 2023

 

Banca Patrimoni Sella & C. is the Sella group company specializing in the administration and management of private and institutional assets. Its Personal relationships and territorial roots represent the DNA of the Bank, performing through a network of qualified professionals at advisory standards of excellence, thanks to a global approach relying on innovative tools, cutting-edge services and a well-structured offer.

 

MDOTM Ltd. is a global provider of AI-driven investment solutions for Institutional Investors. Founded in London, the company has a team of over 60 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. Numerous financial institutions across the UK, Europe, and the US leverage MDOTM Ltd.’s advisory and its AI platform to support their investment process.

 

Diego Mihalich (Chief Investment Officer of Banca Patrimoni Sella & C., Left) & Federico Invernizzi (Chief Operating Officer of MDOTM Ltd., Right)

Contacts:

 

SELLA | Media Relations

ufficiostampa@sella.it

 

MDOTM | Media Relations

media@mdotm.eu

Banca Patrimoni Sella & C., al via nuova linea di gestioni patrimoniali basata sull’Intelligenza Artificiale di MDOTM

Dalla partnership con la Fintech, una nuova gestione che grazie all’analisi di big data si adegua continuamente alle condizioni di mercato, identificando l’asset allocation ottimale

Banca Patrimoni Sella & C. lancia una nuova linea di gestione patrimoniale basata sull’Intelligenza Artificiale (AI), sviluppata in collaborazione con MDOTM, società fintech leader nello sviluppo di strategie d’investimento con AI per investitori istituzionali.

“GP AI Driven” consente la creazione di un portafoglio flessibile e ampiamente diversificato con una strategia di investimento innovativa, combinando le potenzialità della metodologia AI proprietaria di MDOTM con le attività di analisi e valutazione dell’Area Gestioni Patrimoniali di Banca Patrimoni Sella & C.

Grazie all’utilizzo di modelli di Intelligenza Artificiale basati sulla potenza di calcolo del cloud computing e sull’analisi di big data, tale portafoglio può infatti adeguarsi continuamente alle principali dinamiche dei mercati finanziari, permettendo così di identificare periodicamente l’asset allocation ottimale e di ottimizzare il rapporto rischio/rendimento.

“GP AI Driven” investe in OICR, ETF e singoli titoli, tramite una gestione attiva e diversificata a livello geografico e settoriale, tenendo conto delle correlazioni e dei rendimenti attesi e con una costante attenzione anche alle dinamiche di finanza comportamentale.

“Da oggi rafforziamo la gamma delle nostre gestioni patrimoniali aprendoci ad un ambito innovativo, come quello dell’Intelligenza Artificiale. La partnership con MDOTM è un prezioso tassello nella nostra strategia di guidare l’innovazione e al tempo stesso rendere disponibili alla clientela servizi d’investimento di qualità” sottolinea Diego Mihalich, Direttore Investimenti di Banca Patrimoni Sella & C. “Un passo avanti tecnologico che si affianca all’attività di consulenza mirata e personalizzata, da sempre elemento distintivo della nostra banca”.

“Introdurre l’Intelligenza Artificiale nei prodotti e nei processi d’investimento – commenta Federico Invernizzi, Chief Operating Officer di MDOTM– sarà un fattore strategico per accelerare la crescita di banche e asset manager. Questa tecnologia rappresenta un’opportunità unica per rafforzare le scelte dei team d’investimento con input oggettivi. Siamo orgogliosi del lancio della GP AI-Driven: una soluzione d’investimento all’avanguardia che unisce alla lunga esperienza della Banca gli input della nostra piattaforma in una gestione flessibile e globale, in un grado di adattarsi alle continue evoluzioni dei mercati finanziari”

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