Portfolio Advisory

Overview

Our Portfolio Advisory connects you with our AI and cutting-edge financial research to develop bespoke ESG Equity and Multi-asset investment strategies. We provide AI-driven investment inputs down to single instrument level, while you remain in charge of execution.

What Our Clients Can Expect

Customisable AI solutions for investments

MDOTM’s AI-driven models are designed to suit different investment needs: from the advisory of funds and discretionary mandates to insurance, pension funds, and family office mandates.

Development of a bespoke investment strategy

We help our clients craft a bespoke investment strategy. We employ our research and the best technology to create a unique solution that perfectly fits our clients' product range and meets their objectives.

Full control over
the execution

Our clients remain in charge of the execution of the investment strategy, while we work closely with them to provide ongoing support and the best technology for investment decision-making.

How we work with our clients

We understand your investment philosophy

We discuss our clients’ investment objectives and risk profile. We work together to convert the initial guidelines into defined parameters to tailor our AI models.

We train a bespoke AI-driven strategy

We train a stable and tailored model which uses AI to learn the structure of market dynamics to select a basket of securities that deliver a well-diversified and performing portfolio.

We constantly monitor and update the strategy 

Our solutions are continuously monitored and updated by our team of experts to reflect the latest R&D improvements. AI-driven investment models keep learning from new data and adapt to market changes.

Discover our solutions

For more information about our investment solutions for institutional investors, contact our business development managers

Contact us
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.