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

down

ASSET ALLOCATION ENHANCEMENT

Bespoke input to enhance client's portfolio allocation 

down

PORTFOLIO ADVISORY

AI-driven investment strategies for bespoke equity, multi-asset and hedge-fund replication portfolios

down
OUR CLIENT GETS
  • 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

                                                          a

  • 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
ASSET CLASSES INCLUDED

Multi Asset, Equity

Multi asset, Equity

Multi asset, Equity, Hedge Fund Replication

FREQUENCY

Monthly, for 3 months

Monthly or Quarterly

Monthly or weekly

LEVEL

-

Sector and region only

Single stock, sector and region

ANALYSIS DEPTH

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

PARTICIPATION IN CLIENT'S INVESTMENT COMMITEE

-

Quarterly

Monthly

REVIEW MEETINGS

Once to start

Quarterly

Monthly

ACCESS TO RESEARCH LIBRARY

-

YES

YES

OUR MODEL

-

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