Enhancing portfolio value with AI-driven risk and asset management expertise
Utilizing advanced models and data-driven insights to maximize risk-adjusted portfolio returns by strategically capturing alpha (create upside) while implementing disciplined risk management (protect downside) throughout the life of the asset.
Advanced Analytics for Tailored Portfolio Yield
Cutting edge in-depth decision analytics facilitate seamless end-to-end portfolio management tailored to investor needs for duration and yield.
Real-Time Risk Metrics for Strategic Asset Management and Diversification
Granular, real-time risk and portfolio metrics, coupled with automated exception reporting, facilitate strategic and tactical surveillance and asset management, allowing for scale and portfolio diversification across asset and sub-asset classes
Seamless Automation to Prevent Yield Decay and Mitigate Risk
Leverage machine learning, Generative AI, and workflow automation for seamless process execution, minimizing yield decay and duration extension caused by timeline, risk, and compliance mismanagement. Our technology-driven approach ensures efficiency, compliance, and quality control in asset management.
Mismanaged Risk Drains
Unidentified and mispriced risk, combined with misaligned interests with service providers, gives rise to yield leakage, which can be compounded by unfavorable duration.
Connecting the Dots
Most advisors either have the BRAIN - IQ to identify issues and recommend solutions, or the MUSCLE - MQ to execute on the recommendations, but not both.
We connect the BRAIN and MUSCLE through a CENTRALIZED TECHNOLOGY SYSTEM to deliver a fully capable organization and deliver real results.
A New Era in AI
Large language models (LLMs), advanced computer models designed to understand and generate human-like text, are revolutionizing how we interact with data by mimicking human reasoning and communication.
Artificial Intelligence (AI), a computer science field focused on creating processes to perform tasks that typically require human intelligence, is converging with LLMs, enabling the development of sophisticated routines through plain language non-technical instructions and moving the boundaries of what’s possible,
Rocktop is aggressively pursuing the development and integration of these tools, or “Generative AI Agents,” across the platform.
AI Building Blocks
Rocktop uses Generative AI to build the best asset, the best asset management process and ultimately, achieve Alpha through best execution. Specifically, we deploy AI agents to enhance data ingestion, transformation, validation and to ensure accessibility, completeness and reliability. In certain circumstances, we use it to streamline integrations with legacy systems and with blockchain partners to ensure asset immutability, transparency and compliance. To optimize asset processing, it’s used to connect to workflow engines, generate reports, documents and other work products as well as analyze interactions with outside partners and service providers.
The Blocks We Have to Build Things
The systems, tools, and analytics in our environment that can be configured into a Solutions-as-a-Service
The Things We Choose to Build
Revenue
Cost/Efficiency
Enterprise Value
Applications within our AI solution set include a Microservices Engine, predictive Data Mapper, proscriptive Analytics, a lexical Question Responder, automated Web Scraper, natural language SQL Agent, and Content Summarizer combined into bespoke configurations.
