Build, rebalance and explain portfolios with AI

Sphere is the AI Platform for Investment Managers

Sphere enables asset and wealth managers to personalize and scale portfolio rebalancing, while automating commentaries and reporting through Generative AI.

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Sphere's Solutions
Sphere Enhances your Investment Process with 3 solutions

Discover how you can leverage Sphere's solutions to better guide your investment decision-making.

1
AI-Driven Investment insights
Unbiased insights that turn complex market data into actionable inputs for portfolio strategy and risk alignment — including AI-driven positioning indicators, market regime analysis, driving macro context, and more.
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2
Portfolio Studio
Mass customization and scalable portfolio rebalancing aligned with your strategy, constraints, and objectives. Scale the creation, personalization, and rebalancing of thousands of portfolios with controlled tracking error.
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3
StoryFolio
Automated, portfolio-specific commentaries and reports powered by Generative AI that translate complex data into clear, tailored investment narratives.
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What Our Clients Say
“The strategic partnership with MDOTM Ltd is a key step forward for MGIM on our digitalization journey. By Integrating AI technology into our processes and decision-making it allows us to gain additional unbiased insights that complement our existing tools and processes”

Ferdi Van Herdeen
Chief Executive Officer,
Momentum Global Investment Management
"There is a strong interest in exploring a new, AI-driven approach to defining decision-making processes— a model that is gaining traction not only in the financial sector but also as a framework designed for significant growth. Additionally, we believe this approach serves as an effective sales tool by offering a practical application of AI."

Pietro Scibona
Deputy General Manager,
Banca del Sempione SA
"We are particularly proud of this collaboration with MDOTM, which positions us among the first Asset Managers in the market to integrate AI and Big Data analytics into investment processes. This allows us to enhance our asset allocation strategies and strengthen our competitiveness through innovation."

Mario Romano
Chief Executive Officer,
Sella SGR
Use Case

How To Build & Rebalance Portfolios At Scale

Learn how Sphere can help you rebalance portfolios at scale. Understand how Sphere enables the bulk creation and rebalancing of highly customized portfolios.
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Use Case

How To Leverage AI-Driven Investment Insights

Learn how Sphere's AI-driven insights work. This document delves into Sphere's first solution, which enhances decision-making by integrating AI insights into your existing processes.
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Use Case

Leveraging StoryFolio For Automated Commentaries

Discover how to create custom portfolio commentaries at scale using StoryFolio. Learn how you can leverage Analytical and Generative AI to streamline your portfolio reporting process.
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Research Insights

The 2024 State of AI Research Report

What are asset & wealth managers thinking about AI? Our R&D analysed key insights sourced from global institutional research networks to comprehend leading institutional investors' approach on AI integration for investment decision-making.
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MDOTM Ltd
MDOTM Ltd. is the global provider of AI-driven investment solutions for Institutional Investors. Founded in London in 2015, the company has a team of over 100 physicists, data scientists, engineers, and finance professionals.  MDOTM Ltd. provides Portfolio Advisory and Asset Allocation services to Banks, Insurance Companies, Family Offices, Pension Funds, Wealth and Asset Managers. Financial institutions across the UK, Europe, and the US leverage MDOTM Ltd.’s advisory and its AI platform to support their investment process.
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Get in touch or talk with our customer success. We will walk you through a personalised version of Sphere and show how you can leverage it in your investment process.

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MDOTM Ltd (FRN: 824056) is an appointed representative of Thornbridge Investment Management LLP (FRN: 713859) which is authorised and regulated by the Financial Conduct Authority.