Scalable AI-Driven Portfolio Management for Personalized and Shariah-Compliant Investments

Company Name:

PENTAIP (M) SDN BHD (170552-P)

Sector

Digital Finance, Islamic Digital Economy

Tech Enabler

Data Centre & Cloud Artificial Intelligence (AI) and/or Big Data Analytics (BDA)

Support Sustainability or ESG

Yes

Overview:

PENTAIP uses advanced AI technology to provide investors with personalized equities portfolios, including options for Shariah-compliant investments. The platform offers real-time portfolio management and monitoring, leveraging big data and neural networks to make accurate investment decisions. This solution addresses the challenges of scalability, data accuracy, and high operational costs faced by financial institutions.


Pain Points:

  • Limited scalability in asset management operations.
  • Heavy reliance on talent, leading to inconsistent customization capabilities.
  • Slow introduction of new investment products due to the complexity of global financial datasets.
  • Technical know-how deficiencies to implement AI solutions effectively.
  • Data quality issues; inconsistencies and inaccuracies in data pose significant challenges.
  • High development and maintenance costs of AI solutions

Solution/Services:

Active AI Portfolio Management + Live Dashboard 
We use our PENTAIP Intelligence AI to generate investment opinions, based on big data and recurrent-neural network learning. Our AI framework analyses the global stock performance against market benchmarks and indexes, in other words, performing behavioural analysis through its algorithmic engine and providing live monitoring of clients’ portfolio value.

Key Features and Functionalities

  1. Active AI Portfolio Management - provides live monitoring of clients’ portfolio value
  2. Customisation & global coverage - help institutions serve more and meet their clients’ investment needs, create theme-based investments such as ESG or Shariah compliant portfolios and tailors portfolios according to clients' risk appetite, duration, focus area and preferred investment strategy.   
  3. Cost Effective Solution - offer low-cost customization of active AI management and significantly reduced the costs compared to internal R&D expenses for financial institutions. 

Implementation:

  1. PENTAIP Artificial Intelligence Fund 
    PENTAIP has been appointed as the technology provider for the Sub-Fund. Utilizing PENTAIP, a proprietary Artificial Intelligence (AI) driven technology to build and manage customized  global equities portfolios based on investment mandates and risk preferences provided by client.

  2. AI Fund Manager as Plugin 
    API integration into client’s existing trading accounts to enable portfolio construction & active AI management (order execution). 

Benefit:

  1. Customization at Scale 
    Building global personalized portfolios that align with clients’ risk profiles, sector preferences & market focus. 
  2. Financial Intelligence with Compliance & Security  
    Accurate and consistent data driven decision-making, eliminating human errors & emotional bias while ensuring data safety & compliance adherence.
  3. Non-Intrusive Active Management
    Saving time & overhead costs with a plug-in model that doesn't extract data from institutions to proactively monitor & rebalance investment portfolios.


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