Model Portfolio

The AI Model Portfolio factors individual asset ratings, but also the correlations between assets and macro market factors. The aim is to optimize risk-adjusted performance by optimizing the efficiency frontier. The portfolio includes a diverse range of instruments across countries, sectors, industries, and asset classes, aiming for returns that beat the market in good times and bad. Rebalanced quarterly with additions/removals, it targets significant excess returns over the risk-free rate, utilizing multi-asset non-traditional strategies.