AI-tools for asset owners & managers

Create, augment and analyse your portfolio at scale and harness the predictive power of machine learning.

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Our offering

Our platform combines a range of building blocks to enhance portfolio construction and reporting

Portfolio analyser: Upload an existing equity portfolio (historical or point in time) and receive a comprehensive set of analytics (e.g. performance, risk-analysis, ESG, impact).
AI alpha engine: Leverage advanced machine learning algorithms that provide daily expected returns predictions on 53,000+ stocks, used as input in the portfolio optimisation engine.
Portfolio Builder: Construct or refine an equity portfolio using a universe filtering and portfolio optimisation engine – with the ability to define countless objectives and constraints.
Backtesting engine: Generate a 9+ year backtest for an equity portfolio and receive a comprehensive set of historical analytics in minutes.
Performance attribution: Conduct performance attribution on an equity portfolio – decomposing excess return versus a selected benchmark, across risk factors, industries, and countries.
Sustainability & values integration: Incorporate sustainability factors within an existing or newly created equity portfolio – including: ESG, Climate, Impact, Shariah.
Client tools: Interact with the offering directly on the web-app, or via APIs and Python SDKs. Portfolio delivery is also possible via a range of file transfer protocols.
Factsheet Generator: Create a white-labelled factsheet using the platform, automating the production and delivery of client reporting.

Enhance performance by integrating a proprietary AI alpha signal covering 53,000+ listed stocks daily.