Our Solutions
Our Philosophy
Understandable AI strategies that you can control.
Driven by creative innovators and industry veterans.
Relied on by leading institutional investors.
We believe that investing has become a "tech challenge".
The increasing complexity of financial markets has turned technology into the key to extract a signal hidden in the noise of data. This is why we put the scientific method first: we use the power of cloud computing, big data and state-of-the-art AI to tie behavioral finance findings with science and turn market anomalies into profitable investment strategies.
Our Approach: How we partner with clients
MDOTM offers a suite of investment solutions designed specifically to support asset managers, wealth managers, insurance companies and pension funds in their investment decision-making process
PORTFOLIO DIAGNOSTICS
The AI-Driven Approach to Review Your Portfolio and Improve Efficiency
ASSET ALLOCATION ENHANCEMENT
Bespoke input to enhance client's portfolio allocation
PORTFOLIO ADVISORY
AI-driven investment strategies for bespoke equity, multi-asset and hedge-fund replication portfolios
- Advanced portfolio analytics and efficiency checks on risk and return parameters
- Portfolio stress tests on known past scenarios
- Portfolio stress tests on scenarios produced by our Artificial Intelligence
- The highlight of portfolio strengths and weaknesses
- Assessment of portfolio responsiveness to extreme market changes
- Coherence test between market movement and anticipated portfolio behavior
- Our AI suggestion for guideline compliant cost-effective portfolio rebalancing
- Portfolio Diagnostics
- Bespoke monthly asset allocation on a regional and sector level
- Research provided is an input to enhance the client's portfolio allocation
- Full output of our AI model
- Quarterly participation in client's investment committee
- Semi-annual workshop on the latest developments on AI investment modeling
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- AI-driven investment strategies for bespoke equity, multi-asset, and hedge-fund-replication portfolios
- Portfolio with a high level of coherence between market movements and anticipated portfolio behavior
- The full output of our AI Model
- Ongoing support, education, and workshops to understand how AI models work and how it is behaving
- Train the trainer – Support to Sales and Marketing Team
- Monthly participation in client's investment committee
- Client controls the final implementation
Multi Asset, Equity
Multi asset, Equity
Multi asset, Equity, Hedge Fund Replication
Monthly, for 3 months
Monthly or Quarterly
Monthly or weekly
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Sector and region only
Single stock, sector and region
Major risk and efficiency factors
Asset allocation according to client specific guidelines, long-term analysis, trading cost consideration
Risk factors, historical quantile distribution, hierarchical weekly correlation clusters
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Quarterly
Monthly
Once to start
Quarterly
Monthly
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YES
YES
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YES
YES
PORTFOLIO DIAGNOSTICS
The AI-Driven Approach to Review Your Portfolio and Improve Efficiency
ASSET ALLOCATION ENHANCEMENT
Bespoke input to enhance client's portfolio allocation
PORTFOLIO ADVISORY
AI-driven investment strategies for bespoke equity, multi-asset and hedge-fund replication portfolios
Discover our solutions
For more information about our investment solutions for institutional investors, contact our business development managers
MDOTM Ltd is an appointed representative of Thornbridge Investment Management LLP which is authorised and regulated by the Financial Conduct Authority.
