Robomanagement™, in production
In 2018 we coined a term: Robomanagement™, the virtualisation of an entire management team into software objects. Today it is no longer a concept: it is the production line with which our clients — licensed managers and institutions — optimise and control model portfolios.
The result is not a simple combination of the individual components, but something more complex: a genuine critical system, in the scientific sense of the term, very close to the dynamics of a committee.
Riccardo Donati interviewed by Milano Finanza — «Pronti allo scontro con l'hi-tech», June 2018 (our translation) (the clipping)
How it works
A back office curating the historical series, analysis measuring, management optimising, a broker reconstructing the NAV with costs and fees, reporting packaging it all: the optimiser builds portfolios by maximising an explicit objective that holds together diversification, expected return and risk measured with RedES™, under the mandate's constraints. And since 2023 it integrates a new ingredient: sentiment.
SFR
With the SFR — Sentiment From Report methodology, artificial intelligence reads the research documents chosen by the client and extracts a structured sentiment view across all major asset classes, archived over time as a historical series.
Sentiment enters the optimisation as an explicit, measurable component. And the monthly report contains, by construction, the comparison with the no-sentiment baseline: the method submits itself to verification every month, in front of the client.
Switzerland
On the Swiss territory Redexe operates in partnership with Egonon SA, based in Appenzell and Lugano: the quantitative optimisation platform supports Egonon's technological services.
Deep dives
The conceptual framework of Robomanagement™ presented by Riccardo Donati at Ca' Foscari University of Venice (November 2018, in Italian).
"The state of the art in Robo-Advisor implementation" — 6-part series · opens on YouTube
FAQ
The term, coined by Redexe in 2018, for portfolio optimisation through the interaction of software objects: management, risk, analysis, broker and reporting working together.
A robo-advisor automates allocation for the end client. Robomanagement™ virtualises the optimisation process as a whole, and serves institutions, not retail savers.
Sentiment From Report: the structured, AI-driven extraction of asset-class sentiment from the research documents chosen by the client. It enters the optimisation as a measurable component, and every report contains the comparison with the no-sentiment baseline.
With the proprietary family of measures: RedES™ for extreme events and RedShield™ for diversification, inside the optimiser and in the reports.
Yes, in partnership with Egonon SA, based in Appenzell and Lugano, whose technological services are supported by the Redexe optimisation platform.
Other services
Risk reporting ALM for foundations AI securities analysis Production ICT Real estate
Contact
If you build or control portfolios and are an institution or a licensed entity (advisory or investment firms), message Riccardo Donati on LinkedIn.
Redexe supplies software and computations: investment decisions and management remain with licensed clients. No services to private individuals, strictly B2B.