AGI.do

Services

What will AGI do for Financial asset management service?

Consulting services related to the management of financial assets.

The work itself

Grounded Work Profile

Tools

  • Client Onboarding PlatformserviceBlueprint
  • Portfolio Optimization EngineserviceBlueprint
  • Order Management SystemserviceBlueprint
  • Portfolio Management SystemserviceBlueprint
  • Custody Reconciliation SystemserviceBlueprint
  • Client Reporting PortalserviceBlueprint

Outputs

  • Portfolio Holdings ReportserviceBlueprint
  • Performance Attribution ReportserviceBlueprint
  • Asset Allocation StatementserviceBlueprint

Measured by

  • Benchmark Relative ReturnserviceBlueprint
  • Assets Under Management RetentionserviceBlueprint

Key steps

  • Profile Client Risk ToleranceserviceBlueprint
  • Construct Target Asset AllocationserviceBlueprint
  • Execute Securities TradesserviceBlueprint
  • Rebalance Portfolio HoldingsserviceBlueprint
  • Reconcile Custodian PositionsserviceBlueprint
  • Deliver Performance ReportingserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Financial asset management service

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    Services.do

  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    Agents.do

Value flow

How Financial asset management service connects

composes

measured by

  • Assets Under Management Retentionmodel
  • Benchmark-Relative Returnmodel
  • Mandate Compliance Ratemodel
  • Reporting Timelinessmodel

optimizes

  • Portfolio Turnovermodel
  • Portfolio Volatilitymodel
  • Risk Adjusted Returnmodel
  • Tracking Errormodel

produces

  • Asset Allocation Statementmodel
  • Performance Attribution Reportmodel
  • Portfolio Holdings Datasetmodel
  • Portfolio Holdings Reportmodel
  • Risk Exposure Datasetmodel
  • Trade Execution Logmodel

Go deeper

Explore Financial asset management service

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