Products / PORTFOLIOAI

A next generation investment management solution

PortfolioAi
PortfolioAi
Designed For
  • Pension Funds
  • Sovereign Wealth Funds
  • Endowments
  • Foundations
  • Hedge Funds

ElectrifAi's PortfolioAi enhances an investor's ability to make informed portfolio and allocation decisions and allows investment teams to focus on alpha-generating activities.

Everyday, portfolio managers use dozens of internal and external data sources, making it near impossible to make well informed real-time decisions about positions, risk, exposure and returns across asset classes. ElectrifAi’s PortfolioAi provides institutional asset managers a holistic, systematic way to evaluate a manager or a portfolio of managers.

BENEFITS

What’s in it for you?

01
Portfolio Intelligence
  • Performance analytics and attribution including insights to understand drivers of performance
  • Trade timing effectiveness
  • Risk, scenario, headline event and exposure analysis
  • Offset/overlap positions across managers for a holistic view of exposures
  • Rules and alerts engine to eliminate manual oversights
02
Custom Portfolio Analysis
  • Sensitivity of custom portfolios to factors and risks
  • Portfolio diversification analysis
  • Ability to include prospective managers
03
Compliance and Research
  • Transparency provided at desired level to meet increasingly required compliance mandates
  • Access to market research and trends including benchmarks returns, factor performance, average correlation, dispersion
  • Track, document, and share notes on managers with colleagues

If you have data, we have a solution.

We have an array of ways we implement AI and ML to benefit your business. Oh and really smart folks to assist you along the way. Let us know what your interest is and we can talk.