AI-driven equity research for investment firms
AIPS builds research and analytics engines that turn an anonymised portfolio and a set of parameters into computed, versioned and explainable research output.
Discuss a partnershipSix research services, one consistent engine
Each service takes an anonymised portfolio and a set of parameters, and returns computed research output for your firm's own use.
Portfolio analytics
Risk, performance, benchmark-relative, attribution and contribution measures, plus long-horizon track-record statistics.
Portfolio construction research
Model portfolios and candidate weightings built from a defined universe.
Constraint & alignment analytics
Which defined constraints a portfolio meets or breaches, by how much, and the smallest change that would close the gap.
Tax-efficiency research
Loss-harvesting and gain-deferral candidates, lot selection and wash-sale windows, computed from anonymised tax lots.
Junius research assistant
An AI assistant that answers questions about a portfolio, grounded in computed figures and a curated knowledge base.
Market data
A clean, point-in-time price, corporate-action, reference and benchmark store that feeds every other service.
Computed, versioned and explainable
Every output can be traced back to the engine, model version and data that produced it.
Multi-factor, multi-model engines
AI engines combining multiple factors and models generate the signals behind the construction and optimisation work.
Figures computed, not generated
Numbers quoted by the AI assistant come from the analytics engines, not from a language model.
Reproducible by design
Each output carries its model version and computation date, so any result can be reproduced.
Explainable weights
Construction research returns the dominant signals behind each significant weight, so you can explain the research you use.
Research and analytics only
AIPS supplies research output to client firms for their own use. All decisions about whether, how and for whom to use it rest with the client firm, under its own regulatory permissions.
- We do not give investment advice or make recommendations to any person.
- We do not assess suitability or appropriateness for any investor.
- We do not exercise discretion over, manage or execute for any portfolio or account.
- We do not hold, custody or handle client money or assets.
- We do not deal with retail investors or members of the public.
Get in touch to learn more about partnerships
We work with investment firms, platforms and data partners. Tell us a little about your firm and what you're looking for.
- Research licensing
- Portfolio analytics & construction research
- Tax-efficiency research
- Junius research assistant integration
- Market data partnerships