Portfolio Advisory

Overview

Win the tech challenge. Our Portfolio Advisory connects you with our AI and cutting-edge financial research to develop bespoke ESG equity, multi-asset, and hedge fund replication investment strategies. You remain in charge of its execution, while we work closely with your team to provide ongoing support and what we believe is the best technology for investment decision-making.

What our clients can expect

Reliable and understandable AI for investment decision-making

Our clients rely on our technology to improve their investment decision-making. MDOTM’s AI-Driven models are designed to suit a wide spectrum of investment needs: from the advisory of funds and discretionary mandates to insurance, pension funds, and family office mandates.

Development of a bespoke
investment strategy

From start to finish, we help our clients through the process of crafting a bespoke investment strategy based on their needs and constraints. We employ our research and the best technology to create something unique that perfectly fits our clients' product range and meets their investment objectives.

Full control
over the final execution

Our clients have the final word over the execution of the investment strategy. Our ongoing support allows them to understand the portfolio positioning, take robust investment decisions, and keep up with the latest improvements of AI research and investment modelling.

How we work with our clients

We understand your investment philosophy

We discuss our clients’ investment objectives and risk profile. We work together to choose the best investable universe and to convert the initial guidelines into defined parameters to tailor and train our AI-Driven models.

We train a bespoke AI-driven model

We train a stable and reliable model tailored to the client’s needs, which uses AI to learn the structure of market dynamics to select a basket of securities that combined deliver a well-diversified and performing portfolio.

We constantly update and improve the model

At all times, we ensure that the model is appropriately monitored and updated by our mission control team to reflect any changes in the market. In this way, our clients will always know what is going on and avoid unexpected surprises.

Discover our solutions

For more information about our investment solutions for institutional investors, contact our business development managers