Success Stories
Success Stories
AI Dragon serves a diverse range of clients, as well as a diverse range of use-cases, for example:
- Global asset managers have used AI Dragon to enhance their investment processes and deliver superior performance
- Specialized boutique managers focusing on sustainable investments used AI Dragon to strengthen their ESG capabilities
- Wealth management firms have used AI Dragon to deliver bespoke investment solutions to their high-net-worth clients
- Leading family offices have insourced portfolio management reducing costs
- Private banks have improved client engagement through interactive portfolio analytics via the AI Dragon
- Large institutional investors have used AI Dragon for custom mandates
Below are some specific success stories:
- A Global equity asset manager
- Investment management subsidiary of a local bank
- Asset management arm of a leading-regional bank
- Global technology platform
- UK based RIA
- Global investment bank
Global equity asset manager
Arabesque Deutschland is the fund management arm of the Arabesque Group.
Arabesque funds can be found at fund documentation.
These funds are all powered via the AI Dragon. Across all funds the AUM is greater than USD 650 mn. The funds include:
- Global Flexible Allocation since 2014-08-01
- Global Equity since 2019-09-30
- Q3.17: Global Flexible Allocation since 2015-08-03
- Q3.17: Global Equity since 2021-02-16
Fund identifiers
Global Flexible Allocation
| Share Class | Currency | ISIN | Bloomberg | WKN |
|---|---|---|---|---|
| USD | USD | LU1023699983 | ARASYUS LX | A1XCPR |
| EUR | EUR | LU1023698746 | ARASYEU LX | A1XCPQ |
| R (EUR) | EUR | LU1164757400 | ARASYSR LX | A12HQR |
| SEK | SEK | LU1653149309 | ARASYSS LX | A2DU7R |
| R SGD | SGD | LU2258410989 | ARASYRS LX | A2QG7D |
Global Equity
| Share Class | Currency | ISIN | Bloomberg | WKN |
|---|---|---|---|---|
| USD | USD | LU2017342077 | ARSGEQU LX | A2PMLQ |
| EUR | EUR | LU2017342317 | ARSGEQE LX | A2PMLN |
| GBP | GBP | LU2017343984 | ARSGEQG LX | A2PMLP |
| GBP (PLUS) | GBP | LU2258411367 | ARSGEPG LX | A2QG7E |
| EUR (PLUS) | EUR | LU2356412085 | AREMEEE LX | A3CVN6 |
| GBP A | GBP | LU2500677047 | GBPPLSA LX | A3DRKM |
Q3.17 Global Flexible Allocation
| Share Class | Currency | ISIN | Bloomberg | WKN |
|---|---|---|---|---|
| USD | USD | LU1245544975 | ABQSYUS LX | A14UJ9 |
| R (USD) | USD | LU1263139930 | ABQSYRI LX | A14WUR |
| R (EUR) | EUR | LU1329517301 | ABSQSRE LX | A2ABGS |
Q3.17 Global Equity
| Share Class | Currency | ISIN | Bloomberg | WKN |
|---|---|---|---|---|
| USD | USD | LU2075210943 | ARSGEUA LX | A2PUEK |
Investment management subsidiary of a retail bank
BIMB is a subsidiary of a leading Bank in Malaysia.
BIMB offers various funds under partnership with Arabesque Group, all these funds are powered by AI Dragon.
BiGDF1
- BiGDF1
- The fund was launched in November 2015.
- There are various share classes, the largest share class has current assets of MYR 188,605,952.82 (Aug 24)
BGSEF
- BGSEF
- The fund was launch in March 2021
- There are various share classes, the largest share class has current assets of MYR 16,811,951.38 (Aug 24)
BGSEAIT
- BGSEAIT
- The fund was launched in November 2021.
- There are various share classes, the largest share class has current assets of MYR 9,622,427.29 (Aug 24)
BAPAC
- BAPAC
- The fund was launched in January 2018.
- There are various share classes, the largest share class has current assets of MYR 9,603,909.95 (Aug 24)
BMSEF
- The fund was launched in March 2017.
- There are various share classed, the largest share class has current assets of MYR 2,643,968.37 (Oct 24)
Asset management arm of a retail bank
Maybank is a leading bank in Malaysia.
In 2023, Maybank Asset Management began offering thematic portfolios to its clients. Maybank announced a MYR 100,000,000 target for assets to be managed via the thematic portfolios, see Source: The Edge Malaysia. The thematic portfolios, powered by AI Dragon, are available to select clients of Maybank Asset Management (not available to retail).
| Portfolio | Description |
|---|---|
| Global Advance+ | Diversification across global markets. Capture opportunities across sectors and regions, mitigating ESG and Climate risks. |
| Asia Advance (Ex-China)+ | Capture opportunities across Asian markets (Ex-China) experiencing above average growth, whilst mitigating risks tied to localized market volatility. |
| Global Stability+ | Seek stable returns by investing in low-volatility stocks. Maintain stability through market fluctuations. |
| Global Income+ | Generate consistent cash flow through dividends and interest payments. Provide a reliable income stream in varying market conditions. |
| Future Trend+ | Investing in tomorrow by targeting emerging trends. Position for innovative industries, potentially benefiting from societal shifts and technological breakthroughs. |
| Clean Energy+ | Exposure to global listed companies that facilitate the transition to a greener economy through clean energy operations and/or infrastructure projects. |
| Global Impact+ | Aligning investments with values for positive impact. Mobilizing capital to contribute to positive environmental and societal change. |
Global technology platform
eToro, a leading global investment and trading platform with over 30 million registered users worldwide, has integrated AI Dragon to provide copy-portfolios to their users.
UK based RIA
EBI, a prominent UK-based Registered Investment Advisor, leverages AI Dragon via a model portfolio based on Arabeque funds.
EBI has won awards including:
- Best Outsourced Investment Manager (Money Marketing Award 2024)
- Best Model Portfolio Service (Professional Adviser Awards 2024)
Global investment bank
HSBC, one of the world's largest banking and financial services organizations, utilizes AI Dragon to power an ETF.