SOLUTIONS:

Client Benefits

INCREASED ROI

FUNDSaiQ’s improved methodology for selecting funds with greater probability of success. Medium to long- term higher assets and hence greater ROI.

STREAMLINING OPERATIONS

Selecting funds, monitoring and risk management is a highly manual process involving multiple data sources. FUNDSaiQ automates major parts of the process.

LOWER COSTS

AI powered funds selection permits more FTE to be directed to clients acquisition and relationship management.

Fund Selection & ESG

FUND  SELECTION

The Data Science that underpins the platform starts by finding consistently outperforming managers versus the best passive funds. That in of itself is unique.

ESG

FUNDSaiQ allows you to find and retain the best performing funds in each category, whilst identifying fund managers that also have a high ESG score or exclude sectors of their choice. All this to assess a fund managers’ long term potential for long term sustainable outperformance that matches clients’ needs.

ALERTS

We monitor and alert on changes in performance, team composition and style drifts etc. Our platform will help you improve your chances of guiding clients to invest in long term winning teams versus an internally developed selection process or other alternative selection platforms.

Why you need AI and how it works?

ALGORITHM
IMPROVEMENT

Humans cannot improve calculations to work better using thousands of historical scenarios and data.

Using Machine Learning, FUNDSaiQ continues to learn and assess the funds managers performance and keep monitoring the data as it comes.

BACKTESTING &
PATTERN RECOGNITION

Automatically backtesting thousands of Funds’ historical data sets to ensure the current top funds are correctly identified.

Backtesting aides in determining current and future performance. FUNDSaiQ’s in house ‘Quants’ use historical data to backtest and model deploying machine learning to explain performance. If style shift occurs, you will be alerted.

ANOMALY
DETECTION

Monitoring millions of data points to find ‘needle in haystack’ insights requires AI.

Anomaly detection identifies rare items: unusual, suspicious, out of character observations. FUNDSaiQ can monitor tens of thousands of funds in real-time, to ensure outliers are flagged.

Tech, Data & API

CLOUD BASED

Offered as a Secure Cloud-based Solution via the browser providing scalability and efficiency for users.

DATA PARTNERS

We are a platform that delivers big data analytics using multiple data sources. Our data partners currently includes Refinitiv, MSCI, Morningstar and Curation and we are working on diversifying our data sources further to continue delivering the best results.

API 

An API service will be available for customers to capitalize on the results of FUNDSaiQ analysis, directly into their own technology services. (Coming Soon)