Sphere: The AI-Driven Platform for Investment Decision-Making

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This interview with Tommaso Migliore, MDOTM Ltd.'s CEO & Co-Founder, outlines the key features of MDOTM Ltd.'s AI-powered platform and how it helps Institutional Investors sift through data, adapt to market complexity, and make objective and more informed investment decisions.

How can Asset and Wealth Managers successfully guide their investment decisions? 

Today, increasing uncertainty and competition in financial markets have made it a priority for Investment Managers to have a solution that will help see the market’s underlying dynamics and their respective positioning with more clarity. This is why we developed Sphere, a no-code platform that leverages AI to provide unbiased investment inputs and manage portfolios. 

Our platform allows Institutional Investors to combine their experience with state-of-the-art AI, to perform data analysis, build market views, and create forward-looking investment portfolios. Every day Sphere analyses market, fundamental, and macroeconomic data points to study market regimes and provide unbiased market views across asset classes, geographies, and sectors to support asset allocation and portfolio management.

How can Sphere provide customised investment views?  

Each institutional investor has unique investment preferences and risk profiles – there’s no such thing as two portfolios that are the same. With Sphere, investment professionals can design their portfolios in every aspect, leveraging MDOTM Ltd.’s AI to easily integrate constraints, complex investment objectives, and custom views. From base currency to asset allocation constraints and more, the customisation at scale offered by Sphere makes it a solution that can be autonomously integrated and enrich any professional’s investment process. 

What is one key element that distinguishes MDOTM Ltd.’s platform? 

When using Sphere, investment managers work in synergy with the technology rather than each working separately. Our platform provides relevant information so decision-makers can actively interact with it and proceed with their investment decisions. Sphere doesn’t exclude the manager’s point of view, but empowers it with investment choices assisted by AI’s inputs for a constant monitoring of risks, a dynamic analysis of market regimes, diversification between asset classes, and much more. Through assisted decision-making, Sphere ensures that investment professionals always remain at the centre of any investment decision. As a result, the dynamic interaction between investment professionals and the technology allows for a more efficient decision-making process, rather than if one of the two were to work on its own.

What is behind Sphere?

With a team of over 60 data scientists, engineers, and finance experts that monitors the technology every day, MDOTM Ltd.’s proprietary AI engine is shaped, tailored and trained according to each client’s specific needs and requirements. We have built strong ties with industry and academia, resulting in an international network of universities and academic advisors called the MDOTM LAB. Over 20 academic professors and 30 PhD and Master's students participate in its activities, producing cutting-edge research at the intersection between machine learning, portfolio management, behavioural finance, ESG, AI ethics and responsibility. We invest 70% of our budget in research, allowing us to keep up with the latest developments and breakthroughs in AI in finance.

Originally published on Financial Services Review

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