Solution introduction

Enhance your portfolio understanding with Automated Generative AI commentaries & reports

Create personalized portfolio commentaries at scale

Leverage the power of generative aI to boost client engagement
Use Controlled Generative AI’s power to explain and comment portfolios at scale.

  • Controlled generative AI
    Sphere leverages controlled Generative AI, which allows for the creation of custom, coherent, and reliable commentaries for every single portfolio.
  • Make hundreds of individual portfolio commentaries
    With Sphere you can make hundreds of individual portfolio commentaries in a matter of minutes, so you can focus on tasks of greater value.

Obtain commentaries for the current macro and market regime
Sphere will provide you custom commentaries for the current market regime.

  • Macro commentary
    Whether you're focusing on Equity, Fixed Income, or Commodities markets, and no matter the geography, Sphere will provide you with you own custom macro commentary.
  • In-depth market commentary
    Obtain specific and detailed market commentaries explaining Sphere's positioning indicators and providing a more in-depth perspective on the current market outlook.

Get individual portfolio and exposure commentary
Obtain a portfolio commentary for each one of your portfolios, with in-depth explanations and descriptions.

  • Portfolio analysis
    Have an in-depth analysis of your portfolio with a custom commentary of its profile, exposure, risk factors, and more.
  • Portfolio summary
    Seeking a quicker explanation? Sphere also provides a summarized version of all commentaries.

 

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