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Sentinel U.S. Equity ESG

Capture the Pulse of the Market

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Transforming Institutional Investment with AI-Powered Portfolios.

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Navigating today's investment landscape


In today's dynamic and unpredictable investment environment, institutional and professional investors face substantial challenges. The quest for consistent returns, risk mitigation, and market navigation requires not just expertise but also advanced tools. Amid these complexities, aisot introduces the Sentinel US Equity ESG strategy, offering a transformative approach to achieving financial success while aligning with contemporary ethical standards thanks to an ESG filter eliminating ESG laggards. This state-of-the-art investment instrument is tailored to meet the sophisticated needs of professional investors, leveraging cutting-edge AI technologies to redefine portfolio management. By selecting the twenty most widely held U.S. stocks through a rule-based approach, this portfolio ensures comprehensive industry exposure and diversification.

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Product description


The Sentinel line of investment products, including the U.S. Equity, incorporates Large Language Models (LLMs) to capture market sentiment. The Sentinel U.S. Equity ESG strategy employs a rule-based selection of the twenty most widely held U.S. stocks, ensuring diversified exposure across leading industries. With up to 15 holdings at any given time, filtering out ESG laggards, and dynamically incorporating up to a 50% cash component to manage volatility, the portfolio leverages sophisticated machine learning and quantitative techniques, along with advanced LLM sentiment analysis. Rebalanced monthly, Sentinel U.S. Equity aims for long-term capital appreciation and risk mitigation. Join the waiting list today and be among the first to leverage AI-driven market sentiment for optimized growth and stability.

 

Demonstrated performance


The performance of the aisot Sentinel US Equity ESG portfolio speaks for itself. The optimized strategy outperforms an equally-weighted portfolio by approximately 7.5% annually, generating an alpha of 3bps daily. This consistent outperformance underscores the tangible benefits of AI-driven investment strategies.

 

01 January 2021 - Monday, 10 June 2024, back-tested results, net of trading fees  

sentinel screen performance aisot
  aisot Sentinel U.S. Equity S&P 500
Sharpe Ratio A 1.5263 0.6938
Sortino Ratio A 2.2764 0.9937
Max Drawdown -0.1309 -0.2543
Annualized Volatility 0.1440 0.1693
Annualized Return 0.2328 0.1086
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Dynamically optimized weights


Historic portfolio composition: 01 January 2021 - Monday, 10 June 2024

sentinel aisot historic allocation

Agile & responsive: Utilizing machine learning, quantitative techniques, and the latest LLM sentiment analysis, the certificate's portfolio weights are dynamically optimized. A monthly rebalancing mechanism ensures agility and responsiveness to market shifts, maintaining optimal performance.

Key features

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The Sentinel U.S. Equity portfolio selects up to 15 top U.S. stocks, includes 50% cash, uses ML for weighting, applies an ESG filter, and rebalances monthly.

1. Incorporation of Large Language Models (LLMs)

Utilizes advanced LLMs to capture and analyze market sentiment.

2. Rule-based stock selection

Selects the twenty most widely held U.S. stocks, ensuring diversified exposure across leading industries.

3. Dynamic holdings

Maintains up to 15 holdings at any given time for optimized portfolio management.

4. Volatility management

Employs a dynamic strategy that can include up to a 50% cash component to manage market volatility.

5. ESG filter

ESG filter to eliminate ESG “laggards”, aligning with contemporary ethical standards.

6. Monthly rebalancing

The portfolio is rebalanced monthly to maintain optimal alignment with investment goals.

7. Long-term focus

Aims for long-term capital appreciation and risk mitigation.

Join the waiting list & download briefing

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We invite institutional and professional investors to secure their spot on the waiting list and be among the exclusive first to leverage the Aisot Sentinel US Equity Actively Managed Certificate. Experience optimized growth and stability like never before with cutting-edge AI-driven market sentiment analysis. Act now and stay ahead of the curve—spaces are limited!

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