MAKE YOUR
INVESTMENT DECISIONS
AUTONOMOUSLY INTEGRATE AI
INTO YOUR INVESTMENT PROCESS
Combine your experience with state-of-the-art AI. 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.
NO-CODE AI
BUILT BY INVESTMENT PROFESSIONALS
FOR INVESTMENT PROFESSIONALS
Design your portfolio in every aspect. Easily integrate constraints, complex investment objectives, and custom views. From base currency to asset allocation constraints, the customisation at scale offered by Sphere makes it a solution that can be autonomously integrated and enrich any professional’s investment process.
Build Hyper-Customised Portfolios at Scale
Experience Assisted Rebalancing
AI IN YOUR INVESTMENT
PROCESS
GET YOUR CUSTOM DEMO
What are the portfolio functionalities of Sphere?
Clients can choose to create a totally new portfolio with Sphere or upload an already existing one. In both cases, the insights produced are fully tailored to respect the client's objectives and constraints, and asset allocation enhancement changes are suggested considering the alignment of the client’s portfolio to what the model considers to be optimal.
Where is AI used in Sphere?
At MDOTM, AI is deployed at every stage of the investment process: from research and hypothesis testing, to the generation of the investment signals and market views, until the creation of investable portfolios. In Sphere, AI is used both in the market outlook, as well as in the portfolio creation and rebalancing tool.
I don’t have any experience with AI, can I still incorporate it into my investment process?
Sphere does not require institutional investors to have any experience with AI. Its friendly interface allows any client to create or upload a portfolio, setting their custom objectives, risks and constraints. The outcome consists of timely AI-driven market views, asset allocation suggestions, and portfolio rebalances that will support and enhance any investment decision.
Why should I add Sphere to my investment process, if my solutions are fine as they are?
Sphere gives its users an edge in investing. It allows investment professionals to have additional and unbiased inputs that simplify and empower their work. The dynamic interaction between investment managers and technology makes the decision-making process frictionless. Our White Paper gives a thorough overview of the use of Sphere in the investment process.
Does Sphere replace a human investment manager?
No. However, in a time of great complexity in financial markets, investment managers can leverage Sphere to extrapolate value from data and make more informed decisions. When using Sphere, investment managers work in synergy with the technology. As a result, Sphere empowers investment managers by turning signals into actionable insights and effectively enhancing existing portfolios.
