Lumenai is an AI-driven platform that allows you to outsource and automate your investment strategy development, portfolio management, trading, and reporting.
Stay
competitive.
Discover how using AI today can help you stay competitive.
Investment services are becoming commoditized, and investment preferences are evolving. Financial professionals must now offer technology-driven, customized, active investing that draws on new markets and strategies—while continuously engaging with clients.
Data and AI are instrumental in delivering this new service model, which is designed to increase efficiency, save time and costs, provide greater customization, and improve investment returns.
Reduce time
on low-value tasks.
Make more time
for what’s important.
With Lumenai’s end-to-end platform, you can automate security selection, portfolio construction, trading, and performance reporting. You can even outsource your branded social media content and white papers.
Initial Investor Intake
Webinar
Content
Branded
Performance
Risk
Reporting
Social
Media
Enhance your investments in the way that’s best for you.
You can choose to have us manage part or all of your portfolio as a manager, subadvisor, or overlay manager.
Owner or Advisor
Stocks
Bonds
Credit
Commodities
Owner or Advisor
Markets
Sectors
Factors
ESG
Owner or Advisor
ETFs
Mutual Funds
CEFs
Owner or Advisor
ETFs
Multi-Assets
Equities
Gold
FX
Work with a team with a long quantitative and AI investing track record.
Create your ideal portfolio from more than 1 million possible combinations of asset classes, sectors, styles, and overlays, employing a process designed to outperform benchmarks and generate alpha.
Stocks
Bonds & Credit
Cash Equivalents
Commodities & Inflation-linked
Options & Futures
Currencies
Transform proprietary data into a custom investment strategy.
Our process is driven by 35+ years of proprietary, cleaned, filled, and calculated data and ratios, including raw, fundamental, quantitative, event-driven, augmented, and alternative data from sources such as S&P, Capital IQ, Google Trends, and Twitter. We also use cutting-edge techniques to fight data biases and model overfitting.
Discover the power of proprietary data
Target maximum alpha with dynamic AI models.
Our research team works with you to agree on portfolio strategy, goals, and risk limits. We design the basic structure of your portfolio, then use AI to analyze current market patterns and drivers to rank securities from an acceptable universe. Your portfolio is created from the top-ranked securities with the goal of producing maximum alpha.
Power up your alpha with AI.
Explore how you can use Lumenai to lower costs and make investing better, easier, and more efficient.
Stay on top of how technology is changing financial services.
Lumenai Team
John Bailey, Founder and CEO
For over 25 years, John has held leadership positions in investment management, asset management, and family offices, so he understands your challenges. He spent more than 20 years as an outsourced CIO (OCIO), serving wealthy families and institutional investors, and served as CEO at a private family office. He holds an MBA from NYU Stern School of Business.
Lumenai Team
Greg Burnes, COO and Partner
Global head of operations, trading, treasury, cash, market, data, technology and fund accounting (Autonomy, Enfusion, Dimaio Ahmad Capital, Credit Suisse First Boston). MBA, Quinnipiac University.
Lumenai Team
John Van Schaick, Head of Operations
John applies 20 years of experience in financial services operations to ensure your Lumenai experience is efficient and effective. He led investment operations at major financial institutions, including SS&C, Guggenheim, and Spruce Private Investors, and holds an MBA from The College of Saint Rose.
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