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Achieving Investment Explainability: how MDOTM integrated OpenAI's ChatGPT in Sphere

According to data from the CFA Institute, explainable AI is a top priority among Asset and Wealth Management companies, with over 80% of surveyed investment professionals looking to integrate AI by 2023. In addition to this, analysts at Forrester forecast that the market for AI software will grow 50% faster than the overall software market, reaching $64B by 2025. This data highlights the strategic importance of embracing AI in 2023 as a means to develop tailored solutions, capture market share, and enhance overall performance.

Balancing Human and Machine Investment Decision-Making

In response to this growing trend, which has now become a driving-force in the investment industry, we developed Sphere, MDOTM’s proprietary AI platform used and trusted globally by dozens of Banks, Insurance Companies, Family Offices, Pension Funds, and Wealth and Asset Managers. 

Sphere applies MDOTM’s expertise in AI to provide unbiased inputs for investment processes, helping institutional investors navigate through market complexity and optimize their portfolios. The features available in the platform help investment professionals enhance their asset allocation, construct portfolios, identify market regimes, and perform sophisticated scenario analysis

MDOTM is committed to providing cutting-edge AI solutions that not only harness the power of AI but also prioritize explainability. The new integration of OpenAI’s ChatGPT into Sphere represents a clear sign of how AI advancements can enhance explainability in the financial industry, supporting institutional investors in their decision-making processes.

These new Sphere’s features, built on OpenAI's state-of-the-art language architecture, expand the suite of explainable AI tools available to portfolio managers, empowering them to make well-informed decisions and gain a comprehensive understanding of each portfolio's unique risk-return profile, positioning, and exposure to risk factors.

MDOTM and OpenAI together to improve AI Explainability

In today's rapidly evolving technological landscape, the Democratization of AI has granted access to its power to everyone; in other words, such technology is no longer used just by those who develop it but is accessible to a larger public. However, leveraging it effectively goes beyond simply utilizing its capabilities; understanding AI, especially in the investment industry, holds paramount importance. Investment professionals must possess a comprehensive understanding of AI's inner workings and this becomes the bedrock for responsible and informed decision-making. 

This is where AI explainability comes into play: by enhancing it through the integration of ChatGPT commentary within Sphere, MDOTM is taking a significant step towards enabling investment professionals to fully comprehend and harness the potential of Artificial Intelligence. 

Using the platform, they can now receive AI-generated commentaries on their portfolios, providing a comprehensive understanding of the portfolio's risk-return profile, positioning, and exposure to various risk factors, offering detailed explanations and interpretations of the portfolio's performance drivers.

In addition to this, the AI-powered commentaries generated by ChatGPT can highlight specific areas of strength or weakness within the portfolio, identify potential risks, and suggest potential adjustments or optimization strategies. This helps investment professionals take proactive actions to enhance portfolio performance.

Integrating OpenAI’s technology into Sphere means providing investment professionals with a deeper understanding of the rationale and risk factors involved in their investment processes. This understanding enhances transparency, trust, and accountability in the decision-making process, allowing institutional investors to evaluate and validate the AI-generated insights and make well-informed investment decisions.

A Further Step Towards Assisted Decision-Making

The integration of OpenAI's ChatGPT into MDOTM's platform Sphere represents a significant step towards achieving explainable AI for asset managers. By providing AI-generated commentaries and insights, investment professionals can now gain a thorough comprehension of their portfolios and, consequently, they can make informed, strategic decisions. This integration enhances transparency, trust, and accountability in the decision-making process, empowering asset managers to navigate market complexities with more confidence. MDOTM's commitment to advancing explainable AI ensures that asset managers stay at the forefront of innovation, leveraging AI to deliver superior results in a data-driven landscape.


About MDOTM Ltd

MDOTM Ltd is a global provider of AI-driven investment solutions for Institutional Investors. Founded in London, the company has a team of over 60 physicists, data scientists, engineers, and finance professionals.  MDOTM Ltd provides Portfolio Advisory and Asset Allocation services to Banks, Insurance Companies, Family Offices, Pension Funds, Wealth and Asset Managers. Numerous financial institutions across the UK, Europe, and the US leverage MDOTM Ltd’s advisory and AI platform – Sphere – to support their investment process. For more information, visit  


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