MDOTM’s Peter Zangari on Portfolio Customization at Scale

INTERVIEW

"We're at an inflection point," says Peter Zangari, Partner & Head of Americas at MDOTM Ltd. "The capabilities we're developing now can take a model portfolio and produce thousands of individualized portfolios based on specific client preferences. These tools can execute what used to be nearly impossible."

Zangari would know. Before joining MDOTM, he led research and product development at MSCI, where he managed a team of 400 professionals and witnessed firsthand the convergence of massive computational power, vast amounts of data, and evolved AI algorithms. Prior to that, he led quantitative risk strategies for Goldman Sachs Asset Management.

The London-based company, whose clients include Zurich, Amundi, Momentum Investments and Lazard Asset Management, has built an AI platform to efficiently manage thousands of portfolios while maintaining personalization for each client.

MDOTM's AI platform - called Sphere - combines three AI capabilities: AI-driven investment insights that …