AI-Powered Portfolio Optimisation

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The client has roughly $70B of Assets under Management (AuM) and specialises in providing customised investment management solutions to institutional clients. The Asset Manager is committed to delivering tailored investment strategies that align with their clients' unique goals and objectives. They offer a wide range of investment services, including Equity and Fixed Income Management, Alternative Investments, and Private Equity Funds.

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#1 Outdated Portfolio Construction Process

The client’s portfolio construction process was not operating at its maximum efficiency. The client had been relying on traditional methods for portfolio construction (e.g. classical mean-variance optimisation), which were time-consuming and not customisable for the client’s respective investment process.