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AI Solutions for Investments

Maximize returns and minimize risks with AI-powered portfolio optimization and predictive analytics. Our algorithms deliver 15-20% higher returns while reducing volatility by 30%.

Implement AI Features in Investments

Our expertise spans across a wide range of cases in the industry

AI continuously rebalances assets using 200+ indicators (P/E ratios, macroeconomic data, sentiment analysis), reducing volatility by 30% while maintaining 12-15% annual returns. Integrates with Bloomberg and Refinitiv.

Machine learning identifies undervalued assets 6-8 weeks before market corrections, generating consistent alpha (1.2-1.8 Sharpe ratio) across market cycles.

Deep learning analyzes geopolitical events, earnings call transcripts, and supply chain data to flag high-risk positions, decreasing drawdowns by 25-35%.

Self-improving models execute trades at millisecond speeds based on technical patterns and news sentiment, capturing 0.5-1.2% daily arbitrage opportunities.

NLP evaluates 10,000+ CSR reports and satellite images to rate companies’ true ESG compliance, uncovering 20-25% mispriced sustainable assets.

Importance of integrating AI in Investments

Beat markets – AI identifies undervalued assets 6-8 weeks earlier, delivering 15-20% alpha

Reduce risk – Machine learning decreases portfolio drawdowns by 25-35% through real-time risk scoring

Cut emotions – Algorithmic trading eliminates 90% of behavioral biases in decision-making

Future-proofing – NLP analyzes emerging trends (metaverse, cleantech) 12-18 months before mainstream adoption

Our Investments AI Consulting Process

We analyze your workflows, develop custom AI solutions tailored to your Investment needs, and implement systems that drive measurable results.

How we work

Discovering client’s needs

Our first step is to understand our clients and their requirements thoroughly.
We analyze areas for improvement and explore cutting-edge solutions that would be most effective.
We identify where AI can be strategically injected into processes to maximize business value.This involves determining the optimal balance between end-to-end automation and human-AI collaboration, taking into account security considerations.

Feasibility study

During this stage, we work closely with the client’s team, gaining access to vital data and exchanging information regularly.
We meticulously map the process, evaluating the quality and quantity of data involved, as well as the data infrastructure.
Our Artificial Intelligence Consulting is aimed to build an AI and Machine Learning solution that aligns with the client’s infrastructure or propose the best possible toolset in terms of cost and security.

Building a Proof of Concept (PoC)

Once we’ve reached an agreement, we focus on bringing the idea to life. Our team devises a comprehensive plan, assigns tasks, and establishes a timeline.
We develop a prototype that aligns with our main objective and review it with the client to finalize details.

Integration, Production Deployment, Testing

The Addepto team implements tailor-made AI solutions into the client’s existing systems.
Our experts conduct rigorous testing, thoroughly examining the functionality and performance of the integrated AI components.
Our dedication to thorough testing ensures a smooth production deployment, minimizing disruptions and maximizing the benefits of the AI and Machine Learning implementation.

Final results / Transformation of your organization

With the integration complete, your company can harness the latest technological solutions and witness how advanced AI algorithms enhance business outcomes.
In addition to delivering the AI solution, we emphasize knowledge sharing as a crucial aspect of our service. After deployment, we ensure that the client receives comprehensive manuals and documentation, empowering them with the knowledge to use and extend the solution effectively.
We facilitate a seamless transition by passing entire ownership over the solution to the client. Our team ensures that the client is well-versed in the operation and maintenance of the AI and Machine Learning systems, enabling them to leverage its capabilities to the fullest extent.

Let’s discuss the idea

Ready to transform your Investment operations with AI? Share your vision below.

    AI Solutions for Other Industries

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    Who already use AI in business processes

    Apple Intelligence

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    Claude

    Frequently Asked Questions

    How does AI improve investment returns?

    Our models analyze alternative data (satellite imagery, social sentiment, supply chain signals) to identify alpha opportunities 6-8 weeks before markets react, typically generating 12-18% annual outperformance.

    We cover equities (85% prediction accuracy), crypto (78%), commodities (82%), and private markets via NLP parsing of 10-K/10-Q filings and VC deal terms.

    In backtests, our AI portfolios show:

    30-35% lower volatility

    2.1x Sharpe ratio improvement

    90% reduction in behavioral biases
    versus traditional discretionary strategies.

    We use:

    Ensemble modeling (7+ parallel algorithms)

    Daily stress-testing against black swan scenarios

    Human oversight for >$10M positions

    Yes. Our system integrates with Fidelity, Schwab, and Interactive Brokers to optimize your current holdings while respecting your risk parameters.

    $25K for retail investors via our robo-platform. Institutional solutions start at $2M AUM with custom API access to our prediction engines.

    Let’s discuss the idea

    Ready to transform your Investment operations with AI? Share your vision below.