Project Gallery

Framing New Era for Family-Office Portfolios

We are now working with Cayman Islands-based Plotinus Asset Management to build a foundation for their future growth. Like most investment specialists in the artificial-intelligence field, Plotinus is a young firm, although one which is fast validating its AI credentials. Our design for a far-reaching marketing and sales project includes brand positioning, collateral development, and prospect identification. One aspect of our mandate is to amplify early successes with family-office investors. These smaller scale institutions are responding to Plotinus’ hands-on relationship style, while they benefit from a new-era portfolio diversification strategy.

Artificial Intelligence Displaces Common Trading Approaches

Advances in data collection and interpretation is paving the way for a fresh generation of asset managers to generate convincing returns for their institutional clients. As an investment style, artificial intelligence-based strategies are rapidly evolving beyond their Silicon Valley roots.

Most AI-driven managers trace their heritage to Wall Street. This client brings an innovative, Silicon Valley perspective to investment management.

Issuers and Investors, Cranganore Inc

Plotinus Asset Management embraces a “realist” approach to AI investing, eschewing a black-box mentality that is often associated with this type of strategy. Their traction with qualified investors can be attributed to their principals’ willingness to be transparent in how they construct and implement proprietary trading models.

Click on image to enlarge.

Project Perspective

Plotinus works with qualified investors to reposition US equity holdings. The firm is leveraging rapid advances in technology.

New-to-Market Manager

Plotinus has now reached a multi-year performance milestone. It has been actively trading its strategy since June 2018 in separate-account structures.

Effective Risk Management

To mitigate volatility in the S&P 500, the firm uses a futures-based overlay driven by AI-generated trading signals. Complex data sets are derived directly by the manager.

Hands-On Mastery

Plotinus uses outsized computer capacity to frame its strategy, but the implementation of trading decisions is monitored aggressively by skilled data scientists.

Top-Down Insight

At Cranganore, our work on this project is reinforced by two trends.

AI Deployment

Advances in technology are impacting traditional finance-sector disciplines. Asset-management competencies are no longer the reserve of industry insiders.

More Acute Market Volatility

Unpredictability of the post-pandemic economy suggests bouts of extreme uncertainty in stock-market prices. Investors should brace for unforeseen influences on asset values.

For Added Context

Book ReviewLorem ipsum dolor sit amet consectetur adipiscing elit. Quisque faucibus ex sapien vitae pellentesque sem placerat. In id cursus mi pretium tellus duis convallis. Tempus leo eu aenean sed diam urna tempor. Pulvinar vivamus fringilla lacus nec metus bibendum egestas. Iaculis massa nisl malesuada lacinia integer nunc posuere. Ut hendrerit semper vel class aptent taciti sociosqu. Ad litora torquent per conubia nostra inceptos himenaeos. Lorem ipsum dolor sit amet consectetur adipiscing elit. Quisque faucibus ex sapien vitae pellentesque sem placerat. In id cursus mi pretium tellus duis convallis. Tempus leo eu aenean sed diam urna tempor. Pulvinar vivamus fringilla lacus nec metus bibendum egestas. Iaculis massa nisl malesuada lacinia integer nunc posuere. Ut hendrerit semper vel class aptent taciti sociosqu. Ad litora torquent per conubia nostra inceptos himenaeos.


Comments, opinions, placards, and testimonials published on this site are never to be construed as a solicitation for a securities transaction or direct-investment opportunity. They are presented strictly for informational and/or educational purposes.

Banner Credit: 3quarks at Can Stock Photo.