"For active portfolio managers aiming to achieve positive alpha going forward, the integration of artificial intelligence into the investment process is indispensable"

Michael Schopf

Our Offering

At SMC we offer three core services in Asset Management to help our clients integrate AI into their investment processes:

Consulting

We support asset managers in the development of AI strategies tailored to their needs, be it with GenAI or analytical AI. 
We advise on and demonstrate investment use cases, such as the creation of complex investment cases or company analyses in the shortest possible time.

Implementation

We help implement AI projects by leveraging our proprietary database of tested AI solutions from North America, Europe and Asia. Our network and practical expertise allows us to guide clients through the entire project lifecycle, ensuring effective outcomes.

Training

Our new training programmes enable financial professionals to effectively use AI tools. We offer hands-on workshops on how to create optimal prompts for financial analysis / investment cases and guide teams in realising the full potential of e.g. Microsoft Copilot, particularly for the investment industry.

Artificial intelligence will have a similar impact on the investment industry as the emergence of passive investment strategies and ETFs. 

While ETFs have reduced costs and simplified access to broad market indices, AI enables complex data analysis for idea generation, sentiment analysis, portfolio optimizations and most importantly, unbiased/objective recommendations.

AI is like a personal analyst, another employee and sparring partner for you – but the final decision is still yours!

Compare the cost of an additional analyst or employee to the cost of an AI assistant that is available 24/7 
–  AI is many times cheaper!

 

It is important to emphasise that AI is a companion, not a replacement, for the human investor!

AI-Software Providers

 

While there are several thousand AI software providers worldwide, only a few of them are geared to the specific needs of professional fundamental investors.


We have designed an extensive proprietary database from which we can identify the third party AI-providers most relevant to your investment process
 

Why SMC?

 

  • Time and cost savings: You don't have to look for suitable AI applications yourself - you save valuable time
     
  • Experience: Due to many years of experience in the investment industry, we know the processes very well
     
  • AI expertise: Our knowledge of artificial intelligence comes from various industries
     
  • Market overview: We have an extensive database that includes all relevant providers in the field of AI
     
  • Employee Skills: We offer targeted training to train employees in the effective use of KI through tailored prompts.
     
  • Full cost control: Flat fee for our service

Contact

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