The Executive Guide For A Successful AI Integration: Asset & Wealth Management Use Cases

Join us on our upcoming live event on December 5th as our Executives will present you live case studies on how our clients use Sphere to enhance their investment process.The use cases will be about:

📍 How  helps you set custom portfolio constraints, addressing the inflexibility of conventional tools for personalized investment strategies

📍 How you can use Sphere to enhance risk management with risk constraints

📍 Defining a clear investment strategy with portfolio targets, addressing the difficulty of translating investment objectives into actionable portfolio strategies

📍 Use Sphere to combine AI's Insights with your market view

📍Leverage Sphere's Gen AI features to address the lack of explainability in AI-driven decisions

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Our Executives Tommaso Migliore (CEO of MDOTM Ltd), Joana Pinheiro Fernandes (Client Solutions Manager) and Lorenzo Malanga (VP of Research) will show you the investment leaders’ AI playbook and they will answer to all your questions on how to win AI adoption in 2024.

Start Integrating AI Into Your Investment Process

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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.