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AI-DRIVEN PERSONALIZATION

KEY FEATURES

Our goal-based portfolio optimizer uses AI principles to generate tailor-made portfolios for all types of investment strategies.

AI GO is able to generate in-depth custom reports that highlight important information about a portfolio’s behaviour, including asset class breakdown, crises performance, risk and return analysis and goal attainment.

ABOUT THE SOLUTION

Automated Portfolio Generation

  • Investor preference selection
  • Selection and configuration of personalized portfolios based on individual preferences
  • Using global financial data sources
  • Genetic algorithms for portfolio optimization

Flexible Delivery Channels

  • Privé Managers UI
  • API Channels for customized UI

Generate Personalized Portfolios

  • Target risk & return as defined and agreed with the individual investor for portfolio construction
  • Construct portfolios in a matter of seconds
  • Ensure best-fit and optimized portfolio construction

Wide Range of Preference Selection

  • Tailor portfolios to fit specific client needs and wants
  • Choose from a variety of preferences such as ESG, Regions, Investment Themes and Product Type
  • Include additional or specific factors as needed

Uniquely Optimized with Genetic Algorithms (AI)

  • Multiple portfolios compete with each other
  • The best possible portfolio iteration is chosen based on customer preferences, using a big data like approach
  • Portfolios can be tailored to client investment preferences via integration of alternative data providers

Generate Custom Reports

  • Highlight important information about a portfolio’s behaviour, including asset class breakdown, crises performance, risk and return analysis and goal attainment.

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