Download this case study and learn how a new investment firm was able to set itself apart and draw the interest of investors by deploying a tailored data model with advanced decision-making, portfolio analytics and AI tools.

This case study follows one firm launching a new fund based on U.S. port logistics markets. It struggled to raise capital in the battle against established institutional investment managers. It needed a clear differentiator to level the playing field.

The solution was a tailored AI model that surfaced new leading indicators, blending the firm’s institutional knowledge and performance data with market-leading data.

Download the case study and learn how the firm:

• Developed an AI-enabled, tailored data model that blends its institutional knowledge and performance data with market-leading data.

• Validated and refined its investment thesis through comparative strength, benchmarking, and market selection tools.

• Originated a distinctive approach to investment management that attracted investor interest and capital.

• Improved fund performance, lowered investment risk, and gained an agile response to market changes.