One year after inception, the AI-optimized tracker certificate on a Swiss equity basket, launched by Aisot Technologies, recorded a net return of +8.5% after fees. Over the same period, the SPI Total Return benchmark returned 8.0%.
In April 2025, Aisot Technologies launched a tracker certificate that applies AI to optimize a Swiss equity portfolio on a monthly basis.
What the certificate does
The tracker certificate issued by Zürcher Kantonalbank gives investors access to an actively optimized Swiss equity portfolio. The investment universe includes all stocks in the Swiss Performance Index (SPI) rated "Overweight" or "Market Weight" by Zürcher Kantonalbank's research team. Based on this universe, Aisot Technologies applies a proprietary model to determine portfolio allocations on a monthly basis. The model aims to estimate return potential and identify relevant risk factors at both the individual stock and portfolio level.
To generate forecasts, the AI analyzes a wide range of data sources, including company fundamentals, market sentiment, macroeconomic indicators, and news from various sources. The goal is to maximize portfolio performance while minimizing risks as effectively as possible. Depending on market conditions, the AI can allocate liquid funds for portfolio optimization, with the cash allocation capped at a maximum of 50% of the basket's value. Additionally, the AI considers constraints such as rebalancing volumes, tradability, and the maximum weighting of individual stocks.
Performance after one year
From April 2, 2025 through April 1, 2026, the certificate delivered a net return of +8.5% after fees. Against its official benchmark, the SPI Total Return, which returned +8.0% over the same period. A comparable accumulating ETF on the same index returned +7.5% after fees.
"The first year offers a useful indication of how our model performs in a live environment. It shows how a systematic, AI-driven approach can support portfolio construction across different market conditions.", Stefan Klauser, Co-Founder and CEO of Aisot Technologies, said.
Disclaimer
This publication constitutes marketing communication and is for information purposes only. It does not constitute an offer or a recommendation to buy or sell financial instruments.
The described product is a structured product and does not qualify as a collective investment scheme under the Swiss Federal Act on Collective Investment Schemes (CISA). It is not subject to supervision by FINMA. Investors are exposed to the credit risk of the issuer and may lose part or all of their invested capital.
Past performance is not a reliable indicator of future results. The value of investments may fluctuate and is not guaranteed.
Before making any investment decision, investors should consult the relevant legal documentation and, where appropriate, seek professional advice.