
By unleashing the analytic power of Artificial Intelligence, Lumenai’s best-in-class technology can recognize patterns, anticipate future events, and make near real-time investing decisions to optimize every individual and institution’s unique objectives. Beyond merely analyzing more data than the human mind can process, AI makes more disciplined investment decisions — without emotion or bias. When it recognizes that adjustments are necessary, it efficiently adapts your portfolio often resulting in more consistent returns with lower volatility.
Giving investors the AI advantage.
Virtually limitless designs.
We create a ‘custom’ approach using one-size-fits-all strategies like traditional firms. Every portfolio we create is unique to that investor. Think of it as a fund for one.
Self-learning, self-adapting.
Our best-in-class technology learns and quickly adapts its positions to accommodate a rapidly changing marketplace — across asset allocation, security selection and risk management — in near real-time.
Advanced pattern recognition.
Lumenai’s AI can recognize and analyze hundreds of thousands of scenarios to efficiently capitalize on important market patterns that human minds — and legacy firms — may never see. Our technology is regularly enhanced with evermore sophisticated mathematical capabilities.
Active downside protection.
Active risk management includes asset rotation, shorting, and the use of safe haven assets such as bonds, precious metals, or cash. Even during times of high market volatility, our AI doesn’t overreact or under-react. It remains constant. Disciplined.
Daily transparency. No capital lock-ups.
Portfolios are held at your custodian (or ours). You’ll have a near real-time financial picture of your entire portfolio when you want it. Withdraw or add to your investments at any time.
More efficient. Less expensive to manage.
No more managing multiple firms across multiple funds with added fees and expenses. Lumenai is easier, faster, less expensive and less challenging to manage.
Socially Responsible Investing
Socially responsible investing (SRI, ESG, or Impact) is one of the most popular investment themes today. Our investors can use disruptive AI to measure and optimize the impact of their investments on society, providing investors with a deeper understanding of the companies meeting the needs of the population and the environment. SRI is not just about financial scores – it is about businesses and their impact on communities.
Lumenai is one of the few companies that measures corporate impact by more than just financial metrics (e.g. guns or alcohol) but also by the needs of the population and how the companies behave, including the dollar impact of their products and services upon society.
The combination of AI and societal impact enables improved targeting of the causes and values that are most important to each individual investor.
