Applying AI and Machine Learning to investment management.

Financial markets are complex, noisy environments that continuously change and evolve. We do not assume that what worked in the past will continue to work in the future. Static ideas, like static rules, work for a while but then often stop working. Adaption is fundamental to survival, which in portfolio management means the ability to profit in most environments while mitigating risk. 

​AIM's PIE is specifically designed to deal with the different realities of financial markets without biases and emotions. Its objective is to deliver investment outcomes which are superior to conventional approaches by continuously learning and adapting as markets evolve.

PIE can operate on any portfolio of liquid instruments over any desired time frame.

Dynamic Equity Risk Overlay

Single Asset Class

Multi Asset Class

PIE dynamically adjusts the net equity exposure between (e.g. 0%-100%) using futures.

Applicable to any equity index or equity basket.

Goal is to capture growth in up markets, minimize drawdown in down markets, and smooth the investment journey.

PIE dynamically allocates across industry sectors.


Applicable to portfolios of individual stocks or ETFs.

Goal is to effectively switch between sectors to take advantage of different phases of the cycle and smooth the investment journey.

PIE dynamically allocates across different asset classes to provide a range of risk solutions.

Applicable to portfolios of ETFs (conservative, balanced, growth).

Goal is to change the mix of assets to suit market conditions, minimize expected portfolio drawdowns, and smooth 

Portfolio Manager & PIE working together.
The portfolio manager sets the investable universe and time frame, defines limits (if any), portfolio objectives and acceptable risk tolerance levels, checks output generated by PIE, and executes the trades.

PIE analyses and processes market data, extracts information from data, builds models out of these information, predicts asset price behavior, explicitly seeks to minimize portfolio drawdown risks,  determines optimal portfolio weights, and send the trades to the portfolio manager for execution.

​The portfolio manager’s ability to identify stocks, themes or asset classes (strategic decisions) is preserved, and is supported and enhanced by an industrial grade software that efficiently takes tactical informed decisions.

​PIE allows for total automation of the investment and risk management process.