S2_3_2 MDOTM Ltd DFS(OK to publish).pptx

S2_3_2 MDOTM Ltd DFS(OK to publish).pptx

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  W E BEL IEVE IN SCIENCE-ROOTED INVESTMENT DECISIONS W E D EV ELO P ARTIFICIAL INTELLIGENCE TO BUILD RELIABLE PORTFOLIOS W E A R E A FINTECH COMPANY
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  • 40+ clients •12 countries • 75% Invested in R&D Traction Some of our Clients OUR TEAM (MDOTM + MDOTM LAB) 60+ FINANCE PROFESSIONALS & CREATIVE INNOVATORS 40+ PHYSICISTS, ENGINEERS & DATA SCIENTISTS $15M INVESTED IN R&D & IT MDOTM LAB 100+ RESEARCH PROJECTS CONCLUDED 6 PARTNER UNIVERSITIES 35+ PROFESSORS, PHD & MASTER’S STUDENTS ABOUT US MDOTM at a Glance Traction • 40+ clients • 12 countries • 75% Invested in R&D
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  Today Asset &Wealth Management is more complex and competitive than ever Sources:Deloitte: “2024Investment Management Outlook”;PwC:“HowTech. CanHelpYouGainControlOfYourPortfolio”;KPMG: “ImprovingMarginsForInstitutionalInvestors” Digitalization Digital solutions are making investments more accessible for everyone, lowering barriers for everyday individuals to participate with minimal capital. Passive investments Passive investing and more competition put pressure on margins that become tighter and tighter The Problem Too much data We are bombarded by an immense volume of data from various sources, inundating our senses and demanding our attention Increasing market complexity Capturing market dynamics, explaining performances and reporting becomes harder and more time-consuming
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  Sources:Deloitte: “2024Investment ManagementOutlook”;PwC:“HowTech. CanHelpYouGainControlOfYourPortfolio”;KPMG: “ImprovingMarginsForInstitutionalInvestors” Firms use AI to improve performance, scalability, and competitive advantage Customization at scale AI can process millions of data points in seconds and build thousands of custom portfolios simultaneously Automating reporting Generative and AnalyticalAI can produce human-like commentaries with deep data analytics capabilities The Opportunity Making Sense of Complexity Today, the challenge is not so much about gathering data but rather it is about interpreting and extracting value from it Higher margins + faster growth Investment firms that integrate AI overperform peers by +8.1% in AuM growth and +7.7% in revenue growth
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  ANALYTICAL AI ANALYTICAL AI Our AI: built topower millions of portfolios Our proprietary AI infrastrucure is a reliable and scalable technology that can be used by any asset & wealth manager Since 2015, MDOTM has invested over $12 million in building its proprietary AI R&D and IT infrastructure to understand how financial markets work and leverage their deep underlying dynamics. By collaborating with top universities worldwide in its own research hub – the MDOTM Lab – the company has piooneered some of the most advanced technologies on the market for scenario analysis, market regime forecasting, complex portfolio rebalancing and portfolio construction at scale Core back-end Proprietary data architecture integrated with third-party data providers and cloud computing to run automatic data cleaning routines to feed & allow AI models’s continuous learning Analytical AI Engine Proprietary Analytical AI architecture that consist of unique implementations of Deep Neural Networks, Random Forests and Hidden Markov Models to perform regime analysis, security selection, risk-return estimantion and advanced portfolio construction Controlled Generative AI AI’s explainability layers are processed in a proprietary prompt engineering called «Controlled Generative AI» that uses a third- party LLM model to verbalize the insights into text LLM Modern & clean UI/UX Analytical and Generative AI-powered features are then embedded in a easy to navigate platform that can be used directly or seamlessly integrated via APIs in any other investment tool of existing infrastructure Analytical AI’s Explainability Layers Proprietary & automated data-analysis framework to identify which risk factors or return drivers affected the AI’s investment decisions and what market view is implied in the current portfolio positioning.
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  ANALYTICAL AI LLM The AI Platform forinvestment managers AI-DRIVEN INSIGHTS TACTICAL ASSET ALLOCATION CUSTOM REPORTING MARKET VIEWS ANALYTICAL AI MARKET REGIME ANALYSIS STRATEGIC ASSET ALLOCATION AI PORTFOLIO COMMENTARY REFERENCE PORTFOLIOS GENERATIVE AI MARKET OUTLOOK PORTFOLIO CONSTRUCTION & REBALANCING AUTOMATED REPORTING
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  AI Applications InAsset & Wealth Management Support The Investment Team 1 EXAMPLES: > Strategic and Tactical Asset Allocation > Investment Commitee’s Unbiased Input > Quantitative Input Within Client’s Model Construction > Signals For Portfolio Managers Rebalance Portfolios At Scale 2 EXAMPLES: > Ability to manage thousands of portfolios at a time > Used for fund management, ETFs, Segregated Accounts, Personalized Mandates, etc > PMs choose objectives & constraints, then the AI does the heavy lifting Commentaries & Reporting 3 EXAMPLES: > Individual portfolio commentaries > Reporting done at scale > Model Portfolio delivery > Wealth Management Clients’ Commentaries
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  Support The Investment Team 1 Rebalance PortfoliosAt Scale 2 Commentaries & Reporting 3 AI “Co-Pilot” supporting Asset & Wealth Managers to enhance performance Performance driving quality Technology that has the ability to scale & automate tasks Scale & automation driving growth AI Applications In Asset & Wealth Management
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  Alessio Fiore Senior Manager, MDOTMLtd. [email protected] linkedin.com/in/alessio-fiore/ LONDON 13, Austin Friars, EC2N 2HE London United Kingdom MILAN Via Passione, 8 20122 Milan NEW YORK 219 W 49th St, New York, NY 10019 Let’s meet at the DFS! 4:30 PM - 5:45 PM, Panel Discussion “Successful AI Usage” UK Pavilion, Booth 23