1. Big data requires AI computational power: Portfolio managers need to analyse ever growing data sets, both financial and non-financial to deliver performance.
2. Increasing demand for customisation: HNW and retail clients are asking and expecting more customisation.
3. Shift towards thematic & impact investing: Investors, in particular the next generation want to allocate their capital in line with their values.
1. AI active portfolio management: AI-powered stock price predictions using financial and non-financial data sets.
2. Scalable customisation: Customisation at single stock level across multiple dimensions.
3. Sustainability expertise: ESG and climate risk integration without compromising performance.