One AI investment process. Three entry points.
Investment thinking first, technology second. From consolidated oversight to direct alpha, every mandate runs on the same engine and the same disciplined process.
AI is reshaping investing.
AI has already proven itself in high-frequency trading. Fundamental, long-term investing is next.
AI processes more signals, faster and more consistently, than any human team. No herding, no anchoring, no style drift.
Models improve continuously. Unlike human managers, the edge grows over time rather than eroding with market cycles.
Alternative data, news, earnings call transcripts, satellite imagery. Signals humans cannot analyse at scale, now tractable.
Start with oversight, grow into investment management.
Three routes, one investment engine. Clients deepen the relationship by layering on active AI investment management.
The on-ramp: consolidated oversight.
- AI model runs across your existing managers to optimise asset allocation
- Look-through analysis reveals hidden factor, sector and geographic concentration
- Identifies style drift and manager overlap
- Consolidated reporting across your full portfolio
- Keeps your existing manager relationships intact
Optimised fund allocation.
- AI-systematic model selects and weights a curated basket of ETFs
- Look-through exposure analysis drives fund selection and risk budgeting
- Systematic optimisation of the risk budget for stronger risk-adjusted returns
- Exposure limited to established, regulated funds
- Cost-efficient beta with a systematic overlay
Direct alpha generation.
- AI-native strategies selecting individual stocks
- Built on proven systematic factors, powered by machine learning
- Access to AI-unlocked data: satellite, sentiment, macro
- Direct alpha generation with transparent execution
- Rigorous back-testing prior to deployment
The levers you control.
Whichever strategy, every mandate is configured around these parameters. The AI investment engine respects them as hard constraints.
How we build a portfolio.
The same four-step process applies across all three strategies. Client configuration, engine, bespoke portfolio. A team of specialist AI agents runs this process continuously, under human supervision.
ETF and security universe filtered for liquidity, factor exposure, mandate eligibility.
Fair-value signals, investment theses, unified BUY / HOLD / SELL scores per security.
Macro regime, mandate parameters and signals combined by the PM agent into the bespoke portfolio.
Live risk and drift monitoring. Rebalancing triggers fire against configured tolerances and client policy.
What you get.
A bespoke, optimised portfolio with the reporting and oversight sophisticated clients expect.
Flexible delivery.
We deliver strategies around the client's existing infrastructure rather than forcing a move.
Discretionary mandate managed at the client's own custodian, with Thinking Capital issuing trade instructions directly.
Strategy delivered via a UBS AMC, with the certificate held at the client's custodian. Efficient for cross-border mandates.
Available where a client or distribution partner needs a pooled vehicle. Fund launches evaluated case by case.
We work with a small number of family offices and institutional investors. Get in touch.