HOW IT WORKS
The AI that thinks like
an investment professional
AutoCIO combines 35 billion data points, 230,000+ daily AI signals, and agentic intelligence to give investors a competitive edge.
The Challenge for Investors
Fund managers are under pressure to process vast datasets, move faster, and deliver tailored outcomes, often with tools built for a pre-AI world. AutoCIO changes that.
Data at scale
Market, company, and portfolio data is growing faster than traditional workflows can process it. The challenge is turning that information into timely investment decisions.
Customisation
Clients now expect portfolios shaped around mandates, screens, and factor preferences. Traditional processes struggle to deliver this without added cost or complexity.
Rising costs
Margins remain under sustained pressure across the industry. Manual processes in research, rebalancing, and reporting add cost without improving investment outcomes.
Fragmentation
Portfolio teams rely on separate tools for data, spreadsheets, risk, and compliance. Moving from analysis to execution still requires manual handoffs between systems.
From idea to portfolio, in one platform
AutoCIO turns portfolio ideas into live strategies through a single AI-driven workflow - from construction and testing to analytics, attribution, and reporting.
- Portfolio construction — Build multi-strategy equity portfolios with AI-driven allocation, aligned to your mandate and constraints.
- Backtesting engine — Test strategies against historical markets, with performance, risk, and attribution broken down.
- Fund analytics — Analyse performance, risk, factor exposure, and peer positioning across any fund, portfolio, or benchmark.
- Attribution analytics — Identify what drove returns by holding, sector, region, factor, or strategy.
- Auto-factsheets — Generate client-ready factsheets and reporting materials in one click.
Improve strategies without rebuilding them
Upload holdings directly and see exposures, risks, factor tilts, and optimisation opportunities immediately without changing your current systems.
- Flexible upload — Import CSV, Excel, and PDF files with automatic field mapping and validation.
- Exposure assessment — Map holdings across factors, regions, sectors, and other portfolio dimensions in minutes.
- Rebalancing — Generate efficient optimisation proposals in minutes, at scale.
- Sustainability analysis — Assess sustainability and impact exposure against global frameworks and custom thresholds.
- Fund configuration — Apply fund-level rules, constraints, and exclusions consistently at scale.
Search, analyse, and enhance any fund
AutoCIO gives investors access to 64,000+ funds and ETFs, each connected to daily AI signals - making it faster to assess exposures, compare peers, and identify improvement opportunities.
- Global fund search — Search 64,000+ equity funds and ETFs using natural language or structured filters.
- Improvement opportunities — Identify underperforming holdings and explore alternatives with stronger AI signal scores.
- Peer benchmarking — Compare any fund against peers on risk, return, exposure, and sustainability.
- AI overlays — Analyse and enhance funds using AI signals without changing the underlying investment intent.
- One-click factsheets — Generate branded, client-ready PDF factsheets in one click.
The AI Signal behind every recommendation
AutoCIO’s AI Signal is the platform’s intelligence layer. Trained on decades of market data and refined through live outcomes, it generates 230,000+ daily signals across 50,000+ equities.
- Continuously adaptive — The signal learns from market outcomes as they happen, adapting to changing regimes without manual recalibration.
- 4+ years live track record — AutoCIO is proven in live markets, powering portfolios with a four-year performance history.
- 81% outperformance rate — Across 50,000+ fund simulations, AI-guided selections outperformed their benchmarks in 81% of cases.
- Better portfolio decisions — Converts complex market patterns into clear portfolio actions, helping to improve performance.
Your AI co-pilot for every portfolio decision
Ask questions, run analysis, and trigger complex workflows in natural language. AutoCIO gives every portfolio manager an AI Assistant that enhances judgement, speed, and execution.
- Analyse — Get instant portfolio intelligence, from performance attribution and risk drivers to factor exposures, holdings and concentration risks.
- Design — Build strategies through conversation. Define objectives, constraints, and preferences, then let AutoCIO generate the portfolio structure.
- Automate — Schedule rebalancing, alerts and reporting. The AI Assistant manages routine workflows, so portfolio managers can focus on decisions.
- Delegate — Hand complex portfolio tasks to the co-pilot using simple natural-language prompts, turning multi-step analysis into fast, actionable outputs.
Available across leading AI and cloud platforms
AutoCIO integrates natively with the AI tools your teams already use, embedding portfolio intelligence across existing workflows and decision processes.
Claude
Connect AutoCIO to Claude via MCP, enabling natural-language portfolio analysis, optimisation, monitoring, and execution inside existing AI workflows and decision processes.
Gemini Enterprise
Access AutoCIO natively through Google Cloud Marketplace, with Gemini-powered workflows, enterprise SSO, audit trails, and institutional controls built for investment teams.
Chat GPT
Connect ChatGPT through AutoCIO’s open API, bringing portfolio intelligence directly into established AI tools, operational workflows, and investment decisions.
What makes AutoCIO different
Five reasons leading investment teams choose AutoCIO - from live-market proof and daily AI signals to customisation, speed, and open integration.
Proven in live markets
AutoCIO is powered by the same AI engine behind award-winning UCITS funds, backed by over four years of live institutional performance.
Stay in control
AutoCIO helps identify opportunities, automate complex tasks, and enhance investment decisions, while keeping you in control of strategy.
Fast to deploy
AutoCIO requires a login, not a lengthy implementation. Investment teams can upload, build, test, and optimise portfolios in a single session.
Built for efficiency
AutoCIO brings portfolio building, reviews, rebalancing, and reporting into one workflow, reducing manual work and lowering costs.
Open by design
AutoCIO is available via web app, API, Python SDK, and MCP-enabled access through Claude, Gemini, and ChatGPT - wherever teams already work.
See every AutoCIO feature in action
Explore focused walkthroughs showing how AutoCIO supports fund search, portfolio construction, optimisation, and agentic portfolio management.
Build portfolios
Enhance existing funds
Upload funds
Fund analytics
Attribution analytics
Rebalance portfolios
Configuration
Sustainability
Frequently asked questions
Quick answers to the questions we hear most often from asset managers, wealth advisors, and platform teams. Need something else? Get in touch.
Ready to explore how
AutoCIO works?
Discover how leading investment teams use AutoCIO to build, optimise, and enhance portfolios faster - backed by a proven AI track record.