Sentinel AI

A Data and Analytics Platform for improving investment returns

Sentinel’s MISSION-DRIVEN Product-suite is built on an integrated and extensible platform to help improve portfolio returns for ALL investors.


1. INVESTMENT DATA-AS-A-SERVICE (IDaaS) to help funds directly access the Data Lake/Warehouse and self-service analytics needs or build proprietary models.
2. PORTFOLIO INSIGHTS (PI) to help investors identify areas of strength and weakness in their performance and shine a light on unintended risk areas.
3. WORKFLOW AUTOMATION (WA) so the entire investment team can work seamlessly and productively to improve reporting data oversight.
4. FACTORS WATCH (FW) to enable investors to understand unintended risks in stock selection and have actionable solutions to reduce drawdowns and improve quality of returns.
5. Tactical Asset Allocation and Modelling, so investors can improve allocation decisions.
6. Quantitative Alpha signals, so investors can improve their forecasts and capture more alpha
7. Tax Optimization, to lower drag for on-shore investors.
8. ESG Framework, so investors can make a bigger impact with their investment dollars
9. Alt-Data Integration, so investors can go beyond traditional metrics to discover new insights.

Here are some examples of questions Sentinel answers for investors —
1. Where did I make and lose money in my portfolio today, this month, or this year? What was my alpha? Was I better at selecting direction, sectors or individual stocks? What was the hit rate? ROI?
2. Did I have periods of outperformance or underperformance? Does it vary by industry or the size of my conviction?
3. Do I have an edge in timing exposures? Sizing?
4. Do I overtrade?
5. Should I implement a Stop-Loss rule?
6. Should I have a shot-clock to avoid bleeding P&L via small positions?
7. How could I integrate Factors or ESG into my portfolio?
8. What are the factors that matter? How do I best hedge unwanted factor risks?

Our fully extensible analytics solution rests on three technical pillars:
• Snowflake as the Data Layer for integration of data and seamless scaling of analytical calculations.
• AWS Serverless calculators for analytics calculations
• Tableau and WebApp for Visualizations and UX

 

About the Partner:

Sentinel AI is an Investment Analytics Platform that helps investors improve their portfolio returns via data-driven insights based on the investors’ past performance, assumptions, and market conditions. We bring data-driven investing with top-notch analytics and tools to a broad set of investors – small and mid-sized hedge funds, investment advisors, family offices and even personal investors.

Sentinel’s edge comes from a team that has both technical expertise as well as investment expertise and has solved these problems multiple times before. We identify problems in allocation, sizing, trading behaviors, and implement risk controls and alerts that can potentially save investors hundreds of basis points in performance and alpha.

Sentinel product offerings are available as annual subscriptions and add-ons. Subscription pricing is available on request. Please contact us via email at [email protected].