Case study : How is Sanlam’s AI-managed fund holding up?

Running a portfolio using an artificially intelligent system has encouraged one asset manager to expand into wider mandates.

In 2017, South African head quartered asset manager Sanlam enhanced the Sanlam Managed Risk (SMR) UCITS Fund with risk management signals from an artificially intelligent system called the Predictive Investment Engine, designed by software firm A.I. Machines. That year the fund delivered a 16.8% return, against the 12.1% return of its benchmark, the Morningstar USD Flexible Allocation category of funds.

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