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.
GET IN TOUCH
Looking for a factsheet, booking a product demo, a news subscription, or anything else? Leave your details and we‘ll get back to you.