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Dive Into the New Age of Accelerated Analytics

Our Technology

Accessing our investment intellect through
Artificial Intelligence

01. Solution Library

50+ encoded investment solutions: public EQ and FI 
Customizable strategy design built off a library of best-in-class solutions.

04. Strategic News

Commentaries that understand the intent of the strategy and performance within the context of client questions.

02. Data Mastery

Data Providers, Security Information.
Managing your data through our understanding of security master.

05. Tailored Comments

Customized Commentaries. A library of prebuilt client commentaries to allow for customization.

03. Portfolio Insights

Historical holdings, characteristics and performance. Allows users to speak to portfolios as the Portfolio Manager.

06. Peer Analysis

Fund universe returns 
Understanding of the peer relative value propostion.

07. API Integration

Flexible connections to integrate within existing client workflows. Easier to integrate than moving to a new platform

Event Driven Technology enabling scalability & empowering customization in a cost-effective manner 

Data API Coud Fusion 

- Nasdaq Data Link / Snowflake             Equity, Security Master, Analytics
- ETF holdings              Daily Scrape, Analytics
- AI Scrapes              Commentary PDFs

Big Query Data Storage 

- Index holdings, history, analytics
- Historical performance, holdings and news

External API 

Client connections to their index data

Asynchronous Cloud Functions 

Deliver at the speed of data updates for all client simultaneously

AI Functionality 

For Client Reporting, Model Generation

Front End Appliances

E.g. Rebalances

​An Example of our Dynamic Framework Delivering Scale, Customization and Transparency

Scale, Customization and Transparency

Client Input

Inputs
 

  • Yield5.8%

  • Rating BBBAvg.

  • Duration 3.5 yrs

  • Less than 1%

  • B/CCC or below

  • No. Bonds 250

  • Canadian Bonds >= 50%

  • Max sector weight <= 15%

Portfolio Construction
 

Based on client inputs and product guidelines, a portfolio is built

Automatically generate trades when deviations from product/client guidelines
 

Client OMS 
(e.g. Enfusion, Charles River, Aladdin)


Trades are directly sent to client’s OMS system for review by PM, risk and compliance

If there are no issues, orders are sent out for trading;

Otherwise, any failed trades trigger and second round of portfolio construction
 

Reporting / Continuous Monitoring
 

Reports are generated to highlight the portfolio characteristics versus client inputs

Reporting summarized by AI reporting intended to make sure our clients can speak to each security like a PM
 

Rebalance
 

Any deviation beyond acceptable levels between client inputs and portfolio characteristics triggers a rebalance trade
 

At each step, the client maintains fiduciary ownership

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