Former Morningstar chief investment and research officer Dan Kemp has launched investment engine Portfolio Thinking, aiming to bridge the gap between boutique and institutional-scale advice.
The service is designed to enable advice firms, family offices and institutions to build robust, disciplined investment propositions without the overheads of an in-house investment team. Positioning itself as a scalable investment engine for modern advice firms, Portfolio Thinking will initially offer two services which combine human expertise and insight with supervised artificial intelligence. Through its consultancy offering service, the engine will act as an independent partner to investment committees, providing forensic audits of asset allocation and fund selection, external go...
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