Thursday, 20 March 2025 Reading time : 3 minutes

Imagine a tireless assistant that analyses huge amounts of data around the clock, predicts market trends and suggests tailored investment strategies. This is exactly what artificial intelligence (AI) can do for asset management. In a world increasingly dominated by technology and data, AI offers efficient and powerful tools for making informed investment decisions and optimising portfolios.

The Tracker Certificate of Zürcher Kantonalbank exploits this potential to optimise the performance of the underlying Swiss equity portfolio.

Optimise performance, minimise risks 
The investment universe of the ZKB Tracker Certificate consists of all equities included in the Swiss Performance Index (SPI) and rated "Outperform" or "Market Perform" by the research department of Zürcher Kantonalbank. On the basis of this list, Aisot Technologies determines the optimal allocation to each stock on a monthly basis. Aisot uses a proprietary AI model that calculates the return potential of each stock and identifies portfolio and stock-specific risk factors. 

To make its forecasts, the AI analyses a wide range of data sources, including company figures, market sentiment, macro indicators and news from a variety of sources. The aim is to optimise portfolio performance and minimise potential risk. Depending on the market situation, the AI may use cash to create an optimal portfolio, with the cash component not exceeding 50% of the basket value. It must also take into account other constraints such as rebalancing volume, tradability and maximum individual security weightings.

Overview of the investment process

 

About Aisot Technologies
Aisot Technologies was founded in 2021 as an official spin-off of ETH Zurich. The company's AI platform enables asset and wealth managers to design, validate and implement customised investment strategies in investment products. Headquartered in Zurich, Aisot has a network of partners and employees in Europe, Asia and the US. The team consists of experienced experts in artificial intelligence, natural language processing and quantitative finance.

Tracker Certificate on AI-supported Swiss Equity Basket

• Valor 140 251 642
• CHF 
• Open end
• Subscription until April 2, 2025

Product details
Factsheet

Indicative terms

 

Disclaimer
This communication is for marketing purposes. It is neither an offer nor an invitation to submit an offer, to purchase or to subscribe to securities and does not constitute investment advice. You should consult your advisors before making an investment decision. Forward-looking statements are subject to known and unknown risks, uncertainties and other factors that may cause the actual results, financial condition, development or performance of the issuer to be materially different from any future results, financial condition, development or performance expressed or implied by such statements. The present document has not been drawn up by the research department as defined in the rules of the “Directives on the Independence of Financial Research” published by the Swiss Bankers Association, hence these rules do not apply to this document. If securities are mentioned in the communication, the base prospectus, the final terms and any key information document may be obtained free of charge from Zürcher Kantonalbank, Bahnhofstrasse 9, 8001 Zurich, VRIS, and from www.zkb.ch/finanzinformationen.
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