Our platform serves as the backbone for translating diverse client needs into powerful AI solutions. It empowers us to design and deploy highly customized investment strategies that align precisely with specific investor requirements and opportunities. At its core, our engine offers extensive capabilities, including:
AI Models
We offer a versatile selection of AI models. Clients can choose from specialized stock selection models, dynamic tactical allocation models, or integrated combined approaches. Our capabilities also extend to risk overlays for enhanced portfolio management.
Investment Universe
Our solutions can be tailored to various investment universes. This includes global, regional (e.g., Europe, US, Asia), or emerging markets. We also offer blended universes to meet specific geographic or market exposure preferences.
Strategy Type
We provide extensive flexibility in strategy types. This ranges from traditional Long Only approaches to sophisticated Long/Short and Portable Alpha strategies. Solutions can also be designed as unlevered, leveraged, or risk-budgeted to match client risk profiles.
Risk Management
Our solutions offer precise risk management customization. We can tailor exposure controls for sectors, currencies, regions, total market, and specific factors. This ensures that strategies align perfectly with desired risk profiles.
Sustainability
Sustainability criteria can be deeply integrated into our AI solutions. We offer compliance with Article 6 or Article 8 frameworks, model alpha generation with ESG tilting, or client-specific sustainability preferences.
Deployment
Ultramarin provides flexible deployment options for our AI solutions. Clients can choose from traditional vehicles like mutual funds, managed accounts, and active ETFs, or leverage structured products and direct API integration for seamless access.
