Multi award-winning PrivéAI-go® leverages our U.S. patented genetic algorithms to construct optimized large scale portfolios in real time. It can evaluate thousands of assets, balance risk/return, and build complex multi asset portfolios customized for each investor’s risk tolerance, goals and investment preferences.
PrivéAI-go® is not a black box.
It is a transparent, trackable advisory system that matches the decision-making logic of your own investment organization. The system ingests investor preferences, your firm's constraints, and market data to generate portfolios that are measurable, repeatable, and regulatory compliant.
In just one click, Wealth managers can move from manual modeling to real-time portfolio generation with full visibility and control.
PrivéAI-go® constructs portfolios using genetic algorithms that optimize across multiple factors simultaneously. The system evaluates securities on a look-through basis to balance risk and return while incorporating investor preferences such as geographic tilts, active or passive exposure, ESG orientation, and investment styles including income, growth, and value.
Our system monitors portfolio risk through a continuous calculation of volatility measures and drawdown analysis. Factor attribution identifies risk sources while position-level analysis shows individual contributions. Risk decomposition enables informed rebalancing decisions.
Real-time data integration reconciles positions across multiple sources. The system tracks exposures across asset classes, sectors, currencies, geography and credit ratings on a security-level look through basis. Automated parsing of structured products provides visibility into how they can be optimized in investor portfolios.
Historical analysis reconstructs portfolio performance using point-in-time data with bias correction. The system models transaction costs and is able to also use proxy data when needed. Stress-testing generates portfolio behavior during historic market scenarios with detailed performance attribution.
Digital termsheet processing handles multiple payout structures and underlying assets. The system provides continuous pricing updates for options and complex derivatives. Simulation modeling covers path-dependent payoffs with full transparency.