AI Enhanced Index

Core Index Exposure Enhanced with AI Uplift

Benchmark Stability Meets Strategic AI-Based Performance

Why AI Enhanced Index?

Institutional investors often seek predictable index performance but face limitations in pure passive strategies due to their inability to adapt to short-term market shifts. Meanwhile, active strategies sometimes fail to justify higher fees with inconsistent returns.
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AlisAlpha's AI Enhanced Index offers a sophisticated alternative, combining the familiarity of benchmark indices with dynamic, AI-driven adjustments to consistently achieve strategic alpha generation.

Objective

Offer benchmark-centric exposure (e.g., S&P 500) with strategic AI-driven tilts.

Risk Approach

Three clearly defined risk tiers (Low, Default, High) allow investors to select their preferred level of deviation from the benchmark.

Rebalancing Frequency

Monthly adjustments based on daily signals, ensuring optimal alignment with current market conditions.

Transparency and Control

Clearly defined multipliers and strict position limits provide predictable tracking error, maintaining portfolio stability and risk control.

How AI Enhanced Index Works

Our AI Enhanced Index strategy leverages proprietary AI-driven signals to systematically adjust benchmark exposure, optimising returns through monthly rebalancing. Stocks are strategically overweighted or underweighted based on daily AI insights, ensuring portfolios align closely with market realities while maintaining controlled tracking error.

AI Signal Generation:

Daily analysis of market conditions, ranking stocks for optimal overweight/underweight decisions.

Transparent and clearly defined multiplier system based on AI-driven decile rankings.

Risk-Tiered Flexibility:

Three distinct risk tiers: Low, Medium, and High, allowing customisation to investor risk preferences.

Clearly defined caps and tracking error limits ensure disciplined execution.

Monthly Rebalancing:

Systematic, disciplined adjustments ensuring portfolio alignment and stability.

Minimises turnover costs while capturing strategic market opportunities.

Proven Performance and Stability

AI Enhanced Index consistently demonstrates strong, risk-managed returns exceeding benchmark performance:

Building Alpha steadily through the cycle, taking small monthly tilts.

Enjoy higher information ratio while consistently outperforming benchmarks

Delivering consistent benchmark beating returns with limited tracking error

The AI Enhanced Index strategy is uniquely suited for:

Endowments & Pension Funds

Prioritize reliable, predictable returns with strategic alpha.

Family Offices

Require custom risk-tiered solutions aligned with capital preservation goals.

Insurance Funds & Sovereign Wealth Funds

Value systematic, controlled strategies that enhance benchmark exposure.

Why Choose AI Enhanced Index?

Strategic AI Advantage

Proprietary signals consistently optimised through extensive validation.

Institutional Discipline

Built upon Rezco's rigorous compliance and operational standards.

Transparency and Predictability

Clear rules-based methodology provides peace of mind and control.

Risk Control

Explicit risk tiers and tracking error caps ensure disciplined, responsible portfolio management.

Your Next Step to Strategic Alpha

Experience how the AlisAlpha Enhanced Index can provide your institution with core stability enhanced by strategic, AI-driven returns.

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