As investment professionals and model providers seek to optimize performance and efficiency in the model portfolio management and delivery space, the adoption of automation and AI-powered systems is emerging as a critical strategy. This is a compelling opportunity for model providers to get ahead of the curve and position their firm for sustainable success, by adopting a robust API-first delivery platform with AI tools embedded.
In part 2 of our whitepaper series, Alpha FMC has partnered with MDOTM Ltd, a model portfolio management technology firm, to explore how these capabilities are helping model providers to navigate the complexities of model portfolio management and delivery. We will explore the evolution of portfolio construction, management, and delivery methods, the latest industry insights and trends in model delivery, and highlight the operational advantages of modernized API and AI-driven portfolio management. We will also highlight the importance of technology and data maturity and practical steps for clients to embark on their AI journey – to provide perspective on how firms are addressing this transformation.
About the Authors
Daniel Paige
Manager, Solution Architect
Dan has 10+ years of experience within the finance industry and client services. He has experience working with OMS/IMS software (CR IMS, Aladdin, and more) in a wide range of roles - including Operations, IT, Implementation, Innovation, and Product support/development. Well versed in the market data and analytics industry, Dan adds a breadth of knowledge in relation to vendors such as ICE, Refinitiv, Markit, Bloomberg, etc. With his background in client facing roles, Dan has a knack for delivering tailored solutioning for clients.
Kerri Heidemann
Director, Asset & Wealth Management
Kerri is a Director in Alpha’s North American Wealth Management segment. She has extensive experience in the model portfolios & managed accounts space.
Her experience includes working with leading asset managers to design and operationalize custom model portfolios and other managed account offerings. She has also worked with numerous wealth managers in building out their advisor experience and how they access products, including their underlying technology stacks and operating models.
Federico Invernizzi (MDOTM)
COO & Board Member, MDOTM
Federico is Chief Operating Officer and Board Member of MDOTM Ltd, the global provider of AI-driven investment solutions for Banks, Insurance, Asset and Wealth Management companies. Federico is responsible for the delivery of the internal research and development team and collaborates with banks, wealth managers, and asset managers in integrating AI-based solutions into their investment processes and client offerings. Before joining MDOTM, Federico worked as an investigator at Kroll and as an operations manager at the edtech startup WeSchool.
Christina Viglietta (MDOTM)
Vice President Americas, MDOTM
Christina is Vice President, Americas at MDOTM Ltd., where she leads regional growth and partners with asset and wealth managers to scale portfolio management through explainable AI. She brings a diverse background across investment management, strategy, and operations, with prior experience at Vanguard, Prudential Financial, EY, and Bento Engine, spanning roles in trading, corporate finance, strategy, and executive operations. Christina holds an MBA from the University of Virginia Darden School of Business and is a CFA charter holder.