Use Cases

Discover our latest insights on Generative and Analytical AI, client use cases, and new research on how AI is enhancing the investment decision-making process for Asset and Wealth Managers.

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Case Study

AI-Powered Portfolio Optimisation

Handbook

The Guide for AI Adoption

Case Study

Sphere for Decentralized Investment Management

Case Study

How To Leverage AI-Driven Investment Insights

Case Study

Use Case - Scaling Tailored MPS Solutions

Case Study

How To Build & Rebalance Portfolios At Scale

Case Study

Leveraging StoryFolio For Automated Portfolio Commentaries

Case Study

Streamlining Model Portfolio Management To Drive Efficiency

Case Study

Personalized Discretionary Mandates With AI

Case Study

Fee-Based Investment Advisory With AI

Case Study

StoryFolio: Customized Portfolio Reporting With Gen-AI

Case Study

Scaling SMA Management With Artificial Intelligence

Joint Research Papers
Research

Alpha FMC & MDOTM: Evolution of Model Portfolios

How Do Providers Manage & Deliver Models Using Innovative Technology

Research

EY & MDOTM - Artificial Intelligence: The Value Is In Scale

Beyond the paradox of AI pilot projects in asset management

Take a look at the latest developments of AI applied to investments, including the most recent industry data, reports, and insights.

AI in Investing
Navigating AI in Investments: FAQs, Proven Adoption, and Alpha Generation

Navigating AI in Investments: FAQs, Proven Adoption, and Alpha Generation

AI Best Practices
The Role of Explainable AI in Modern Portfolio Management

The Role of Explainable AI in Modern Portfolio Management

AI in Investing
Generative AI in Investment Management: Opportunities & Benefits

Generative AI in Investment Management: Opportunities & Benefits

Assisted Decision-Making
ChatGPT & Generative AI: Why Does It Matter in Investment Decision-Making?

ChatGPT & Generative AI: Why Does It Matter in Investment Decision-Making?

AI Best Practices
Winning AI Adoption in Investment Management 

Winning AI Adoption in Investment Management 

AI in Investing
The Value-Add of AI in Investment Management

The Value-Add of AI in Investment Management

Assisted Decision-Making
How AI has Reshaped the Investment Process

How AI has Reshaped the Investment Process

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MDOTM
MDOTM 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 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’s advisory and its AI platform to support their 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.