An AI-Driven Portfolio Review Can Deliver Dramatic Improvements
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This is what the results looked like for a client portfolio we recently analyzed.
The AI analysis reduced fund costs by up to 90%
in selected parts of the portfolio by replacing expensive fund holdings with cost-efficient ETFs and index funds where deemed appropriate.
It increased expected returns by 3–4% per year
by identifying the best-performing active funds in each category, replacing non-competitive funds, introducing active thematic ETFs, and adding new alternative asset classes.
At the same time, risk was reduced by 20%
by eliminating so-called home bias in the fund mix (overweight exposure to Swedish equities and Sweden-focused funds), rebalancing toward a more globally diversified portfolio, and introducing alternative asset classes such as infrastructure, private equity, and private credit with low correlation to equities.
What could this mean for the client over a 10-year period?
For a sample portfolio of SEK 10 million, these AI-driven improvements could result in a future value of SEK 22.4 million after 10 years, representing a net improvement of approximately SEK 6.4 million, compared to the current portfolio, which has an estimated future value of SEK 15.9 million.
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An AI-Driven Portfolio Review Can Deliver Dramatic Improvements
Så här såg resultaten ut för en klients portfölj som vi nyligen analyserade.
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