The EquBot Platform

The easy-to-use and explainable AI platform can create or analyze portfolios by leveraging its proprietary machine learning algorithms and knowledge graph, as well as IBM Watson’s natural language processing. This allows investors to not only keep up with, but also to thrive in an increasingly complex world of data.

Set Objectives

You set the investment universe, horizon, restrictions, themes, objectives, and more.

Construct Model

System utilizes machine learning, knowledge graphs, and natural language processing to construct the model.

Rigorously Test Model

You set the backtesting requirements and all data is authenticated.

Complete Model

Understand what drove risk and performance. Then the model continues to learn.

Easy Implementation

You choose to either initiate, publish as index, or EquBot as sub-advisor.

1) Set Objectives

You set the investment universe, horizon, restrictions, themes, objectives, and more or go through guided ideation to set the objective and capture requirements.

Universe

  • Select from Global Equities and Multi-Asset class options
  • Select Tradables

Horizon

  • Rebalancing Frequency
  • Turnover Targets and Limits

Restrictions

  • Specific Companies, Industries, Sectors
  • Size, Liquidity, Concentration, Holding Count
  • ESG Restrictions

Themes and Concepts

  • Include or Exclude Themes (5G, Digital Health, AI, etc.)
  • Concepts (Pandemic, Trade War, etc.)

Objectives

  • Return, Alpha, Tax Sensitive
  • Risk, Volatility, Protection

Universe

  • Select from Global Equities and Multi-Asset class options
  • Select Tradables

Horizon

  • Rebalancing Frequency
  • Turnover Targets and Limits

Restrictions

  • Specific Companies, Industries, Sectors
  • Size, Liquidity, Concentration, Holding Count
  • ESG Restrictions

Themes and Concepts

  • Include or Exclude Themes (5G, Digital Health, AI, etc.)
  • Concepts (Pandemic, Trade War, etc.)

Objectives

  • Return, Alpha, Tax Sensitive
  • Risk, Volatility, Protection

2) Construct Model

Machine Learning, Knowledge Graph, and Natural Language Processing.

The platform transforms billions of data points from structured and unstructured sources to build predictive models. Through this process, relationships can be identified and quantified that are not readily apparent to people or through traditional investment platforms.

EquBot Sourced Data

  • Millions of news articles, social media, and other alternative data in dozens of global languages
  • Traditional market data like price and volume
  • Global financial data such as 10-Ks and 10-Qs, regulatory filings, and quarterly releases
  • Macro data such as GDP, inflation, employment, etc.
  • Management team, sentiment and events information
  • Much more

Optional: Customer data uploads

  • Augment custom solutions with customer provided proprietary data uploads (data remains proprietary to customer)

EquBot Sourced Data

  • Millions of news articles, social media, and other alternative data in dozens of global languages
  • Traditional market data like price and volume
  • Global financial data such as 10-Ks and 10-Qs, regulatory filings, and quarterly releases
  • Macro data such as GDP, inflation, employment, etc.
  • Management team, sentiment and events information
  • Much more

Optional: Customer data uploads

  • Augment custom solutions with customer provided proprietary data uploads (data remains proprietary to customer)

3) Rigorously Test Model

  • Set backtesting requirements such as length of time and benchmarks
  • All testing data is authenticated to replicate the historical information environment at each decision point
  • Set backtesting requirements such as length of time and benchmarks
  • All testing data is authenticated to replicate the historical information environment at each decision point

4) Complete Model

The finished model comes with high-level explainability so that you understand what drove performance and risk. The model continues to learn and evolve over time as headlines break and new information becomes available.
The finished model comes with high-level explainability so that you understand what drove performance and risk. The model continues to learn and evolve over time as headlines break and new information becomes available.

5) Easy Implementation

  1. *Customer initiates custom AI solution with access to real time portfolio monitoring including scores, forecasts, signals, ideas and reporting.
  2. Request EquBot to publish the AI Solution as an official Index in Bloomberg
  3. Request that EquBot serves as Sub-Advisor

*Access to EquBot’s ecosystem partners to successfully launch products and services.

  1. *Customer initiates custom AI solution with access to real time portfolio monitoring including scores, forecasts, signals, ideas and reporting.
  2. Request EquBot to publish the AI Solution as an official Index in Bloomberg
  3. Request that EquBot serves as Sub-Advisor

*Access to EquBot’s ecosystem partners to successfully launch products and services.

Stop missing significant amounts of market data.

Ready to learn more about how our platform can help you? Simply click below to fill out our ‘schedule a consultation’ request form.