Performance
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AI Workspace
2026.4.5--2026.4.11
今日展业旅程
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拓客触达
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客户准入
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需求匹配
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方案推进
5
投后服务
您的每日待办
AI Workgroup
AI Assistant · RM · AI Researcher
Critical
5
Clients need immediate attention
James Huber AUM dropped 12% in 3 days
3 clients KYC expires within 7 days
3 clients KYC expires within 7 days
View all
Warning
12
Clients showing declining engagement
8 clients no contact for 45+ days
4 prospects stalled in pipeline
4 prospects stalled in pipeline
View all
Opportunity
8
High-potential conversion chances
3 prospects showing strong signals
5 clients ready for cross-sell
5 clients ready for cross-sell
View all
Performance Trends
AUM
Revenue
Clients
$528M
Total AUM
+12.5% vs last month
$42M
Net Inflow
+8.3% vs last month
128
New Clients
+23 vs last month
94.2%
Retention Rate
-1.2% vs last month
AI Insights
Updated 10 mins ago
Urgent
James Huber's portfolio dropped 12% in 3 days due to Fixed Income NAV decline. Recommend immediate outreach.
View client
Opportunity
Quant Hedge Select holders show 18% higher satisfaction. Cross-sell opportunity to 8 Fixed Income clients.
View list
Attention
3 prospects in "warm" stage for 30+ days. Hans Lüthi shows strong buying signals.
View pipeline
AI Team Performance Analysis
WEEKLY
Team overall completion rate: 78% (target: 85%). Average client satisfaction: 4.2/5. New member Leonie Frei requires SOP support - conversion rate 23% below team average. Top performer: Matthias Huber (92% completion, highest AUM per client).
Leonie Frei (New - 3 months): Conversion 65% vs team avg 88%. SOP Recommendation: Pair with Matthias Huber for shadowing. Supplement initial contact scripts. Assign lower-complexity clients first.
Lukas Baumann: Task completion 76%, slightly behind. 4 overdue follow-ups. Recommend redistributing 2 non-urgent tasks to balance workload.
Sophie Meier: Highest client engagement rate. Excellent at HNW relationship management. Recommend sharing best practices with team via SOP documentation.
Wealth Management 5
| # | Name | Phone | AI Status | |
|---|---|---|---|---|
| 01 | Matthias Huber | +41 44 210 11 22 | matthias.huber@different.ai | Top Performer |
| 02 | Sophie Meier | +41 79 320 14 26 | sophie.meier@different.ai | On Target |
| 03 | Lukas Baumann | +41 78 412 36 58 | lukas.baumann@different.ai | Behind |
| 04 | Nora Keller | +41 76 508 19 74 | nora.keller@different.ai | Needs Attn |
| 05 | Leonie Frei | +41 77 601 28 35 | leonie.frei@different.ai | New - SOP Required |
AI Product Intelligence
AI ANALYSIS
Quant Hedge Select leads with 34% conversion rate and highest client satisfaction. Fixed Income Plus requires attention — NAV dropped 2.3% due to rate changes, 6 client positions affected.
Quant Hedge Select - Hottest product. 34% prospect conversion. AI recommends expanding in pitch decks. 8 compatible client profiles identified for cross-sell.
Fixed Income Plus - NAV alert. -2.3% impact from rate announcement. Generate proactive client communication. KYP risk level may need reassessment.
Product Catalog 12 products
| # | AI分析 | 基金名称 | ISIN | 提供商 | 货币 | 资产类别 | 基金注册地 | 地域暴露 | 晨星资产分类 | 1年回报 | 3年波动率 | NAV | 晨星评级 | 价格类别 | 备注 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 01 | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
Back to Products
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CHF
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Score
Five-dimension profile
Interactive radar vs. category average (demo).
Snapshot
AI insight
总结
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亮点
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配置建议
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Risk
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Asset & class
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Client fit
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Compliance
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AI recommendation
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Liquidity
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Fees
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Client Segmentation
VIP Clients
24 clients (AUM >$30M)
Total AUM
$892M
Avg Products
4.2
Satisfaction
4.8/5
View clients
Growth Potential
56 clients (AUM $10-30M)
Total AUM
$1,024M
Conversion Rate
68%
Growth Rate
+15%
View clients
At Risk
17 clients need attention
Total AUM
$186M
Days Since Contact
45+ days
Churn Risk
High
Take action
Dormant
31 clients inactive
Total AUM
$94M
Inactive Days
90+ days
Reactivation
Low
View clients
Client Directory 200 clients
| # | AI洞察 | 客户 | 所在地 | 出生日期 | 职业 | 基础货币 | 年储蓄额(CHF) | 可投资资产(CHF) | 当前资产持有方式 | 养老基金(CHF) | 养老基金提供商 | 投资者类型 | 邮箱 | 手机号 | 状态 | 来源渠道 | 建档日期 | 操作 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 01 | Hans Lüthi | Chur | 24.03.1972 | Portfolio Manager | CHF | 48K | 1.2M | Raiffeisen 储蓄 | 80K | AXA Pensionskasse | Lady Normal | Hans.Luethi1@example.ch | +41 71 101 11 11 | Contracted | Website | 2024-02-02 |
Mr. James Huber - HNW Individual
AI Client Dossier
AI 生成
高净值个人客户，当前画像显示“量化策略偏好 + 中高波动承受”。近三日行为出现再平衡信号，建议进入重点关注名单并按两段式沟通推进。
策略偏好量化增强 / 稳健增值
行为特征近期主动调仓，关注回撤与流动性平衡
关键触发AUM 3 日波动 -12%，触发异常回访策略
沟通偏好线下面谈 + 邮件摘要，工作日上午触达最佳
服务优先级高优先级：48 小时内完成复盘与建议回传
daredevil-joe
Quant Interest
Position Alert
Moderate-Aggressive
High Satisfaction
KYC Current
Client profile
Contact & identity
Title:Mr.
Email:chenjg@163.com
RM:Matthias Huber
Phone:+41 44 210 11 23
Status:Contracted
Profile & source
Location:Schaffhausen
Source:Industry Summit
Client Type:HNW Individual
Company:--
Score:95
Audit & notes
Created by:Matthias Huber
Jun 12, 2024 09:17
Modified by:Sophie Meier
Aug 3, 2024 13:18
Notes:Strong interest in quantitative strategies. Continue follow-up.
Communication Log
MH
Client satisfied with current portfolio returns
3 hours ago by Matthias Huber
SM
Interested in new Fixed Income Plus product
25 min ago by Sophie Meier
JC
Optimistic outlook on market trends
53 min ago by James Huber
Performance Summary
Portfolio vs benchmark net value
Drawdown Performance
Rolling drawdown depth
Downside Performance
Negative-return capture path
Upside Performance
Positive-return capture path
Performance Contribution
Fund proxy legend can be toggled interactively
Representative fund products are used in place of the original asset sleeves where mappings are available, while preserving the original report layout and interactions.
Allocation Groups
Stacked exposure across four sleeves
Market Risk Signal
Cautious to aggressive regime heatmap
Instrument Allocation
Cross-product allocation stacked area view
The stacked area chart below uses the integrated three-investor allocation table and switches with the current investor profile.
3-Month Performance
Heatmap by representative product and observation date
Use the range controls to expand the heatmap horizontally. Hover any cell to inspect the exact instrument, date and rolling return value.
AI Pipeline Intelligence
AI ANALYSIS
2 focus opportunities anchor the 76M pipeline narrative. Andrea Soldati (72%) is ready to advance; Hans Lüthi (45%) needs sharper momentum after 45 days in prospect stage.
Andrea Soldati (72% conversion): Due diligence complete. Recommend scheduling the proposal review meeting. AI-generated agenda is available.
Hans Lüthi (45% conversion): In prospect stage 45 days. KYC-KYP match score: 82%. Recommend presenting Quant Hedge Select tailored pitch deck.
Lead
1
Client: Hans Lüthi
75
Onboarding Advisory
New LeadIndividual Chur
Hans.Luethi1@example.ch | +41 71 101 11 11
Industry Summit
AI: 45% conversion | Recommend tailored pitch
+ New
Prospect
1
Client: Andrea Soldati
90
Quant Product Review
ContactedIndividual Vandoeuvres
Andrea.Soldati3@example.ch | +41 73 103 13 13
Referral
AI: 72% conversion | Ready for contract
+ New
Contracted
1
Client: James Huber
95
Discretionary Mandate
ActiveIndividual Schaffhausen
Hans.Huber2@example.ch | +41 72 102 12 12
Industry Summit
AI: Upsell potential 15M | PE Fund match
+ New
AI Task Suggestions
2 NEW
AI has scanned all modules and generated 2 recommended tasks based on client status, SOP triggers, and market conditions:
KYC Annual Review - Nicole Rochat (Due in 14 days) | Source: Compliance SOP. Regulatory deadline approaching. Documents need client signature.
Prospect Pool Outreach - 2 clients active | Source: AI detection. Hans Lüthi and Andrea Soldati showing elevated engagement signals. Optimal contact window: this week.
My Tasks 10 tasks
| Subject | Priority | Status | Client | Due Date | |
|---|---|---|---|---|---|
| Follow up on summit leads AI | Urgent | In Progress | James Huber | Apr 24, 2024 | |
| Complete Andrea Soldati onboarding docs | Normal | Complete | Hans Lüthi | Jan 24, 2024 | |
| Arrange quarterly strategy meeting | Low | Complete | Internal | Mar 24, 2024 | |
| Send new fund proposal SOP | Urgent | In Progress | Nicole Rochat | Apr 26, 2024 |
Profile
Preferences
Data Management
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Episode 09
different. podcast
RM 专属
Multi-Asset Investment Strategy
Stock-like Returns · Bond-like Volatility
Dynamically allocate across multiple asset classes through a systematic approach to achieve more robust long-term returns in complex and changing market environments.
292%
Dynamic Multi-Asset Cumulative Return
8.2%
Annualized Return
-27.6%
Max Drawdown Control
1.2
Sortino Ratio
Featured Insights
Latest Research & Blog Highlights
Bring timely macro, thematic and regional reads into the education journey so clients can move from framework understanding to current-market context.
Why It Matters
Why Multi-Asset Education Resonates
Lead with the investor outcome, then reinforce it with benefits and key talking points before moving into implementation details.
Investor Takeaway
Start with the key message
Why
Markets are cyclical, and current multiple long-term cycle inflection points make single-asset or static allocation risky.
What
A strategy based on five principles, combining functionally complementary sub-portfolios to achieve stock-like returns with bond-like volatility.
Results
Historical evidence shows this strategy (especially the dynamic version) significantly improves cumulative returns, reduces drawdowns, and enhances risk-adjusted performance.
How
By combining top-down macro cycle assessment with bottom-up instrument/manager selection in a systematic process.
Core Benefits
Why clients stay engaged with this topic
Adapt to Macro Environment
Flexibly respond to changes in economic, social, technological, political, and ecological factors.
Mitigate Drawdowns
Effectively reduce overall portfolio drawdown during equity market declines through diversification.
Broader Opportunity Set
Access diverse return drivers and liquidity pools to capture more investment opportunities.
Consistent Returns
Provide relatively stable returns across all phases of the market cycle.
Performance
Historical Performance Comparison
Cumulative Returns (2005-2022)
8.2%
Dynamic Multi-Asset Annual Return
-27.6%
Max Drawdown
Equity: -61.7% | 60/40: -45.4%
Equity: -61.7% | 60/40: -45.4%
1.2
Sortino Ratio
Best risk-adjusted return
Best risk-adjusted return
37mo
2008 Crisis Recovery Time
Entry timing matters significantly
Entry timing matters significantly
How It Works
How the Strategy Is Built and Delivered
Structure the education journey from principles to portfolio building, then show the repeatable process behind implementation.
Guiding Principles
The beliefs that anchor decision-making
01
Long-term Views
Look beyond short-term market noise and focus on long-term value creation capabilities of assets.
02
Systematic Process
Establish strict, repeatable investment processes to standardize decision-making.
03
Smart Diversification
Focus on complementary return characteristics between assets for true risk dispersion.
04
Contrarian Bias
Stay rational during market panic and take counter-cyclical positions.
05
Active Approach
Dynamically adjust allocations based on market conditions rather than passive holding.
Portfolio Framework
The all-weather building blocks
Growth
Equity-like assets primarily seeking capital appreciation, providing strong returns during economic expansion.
Income
Assets and strategies providing stable cash flows in most market environments, enhancing portfolio stability.
Stability
Assets that reduce overall portfolio volatility, providing defensive protection during market turbulence.
Protection
Assets and strategies hedging tail risks, protecting capital during extreme market events.
Execution Process
From macro research to manager selection
Integrating macro judgment with specific instrument/manager selection systematically to form an executable investment process.
1
Macro & Market Research
Assess business cycles, market systems, investment themes, and determine the attractiveness of asset classes and industries as well as overall market risk.
Top-Down Market Direction
2
Portfolio Construction
Determine strategic allocation, dynamic allocation, and tail risk management to build the optimal portfolio aligned with current market conditions.
Strategic & Tactical Allocation
3
Manager Selection & Monitoring
From over 2,000 managers, through rigorous screening, ultimately select and closely monitor 10-20 outstanding managers.
Bottom-Up Manager Selection
Personalized Learning
Tailored Education for Your Investment Style
Discover content specifically designed for your risk tolerance and investment goals. Our educational materials are curated based on international investment best practices.
Fixed Income Essentials
Learn about bonds, Treasury securities, and other fixed income instruments that provide steady returns with lower risk.
Explore CourseRisk Management Strategies
Understand diversification, asset allocation, and hedging techniques to protect your portfolio from market volatility.
View GuideRetirement Planning
Discover safe investment options for retirement planning, including annuities and low-risk mutual funds.
Download GuideBalanced Portfolio Construction
Learn how to build a balanced portfolio with a mix of stocks, bonds, and alternative investments for steady growth.
Explore CourseMarket Cycle Investing
Understand market cycles and how to adjust your investment strategy based on economic conditions.
View GuideInternational Diversification
Discover how to diversify your portfolio across global markets to reduce risk and capture growth opportunities.
Download GuideGrowth Stock Analysis
Learn advanced techniques for identifying high-growth stocks and emerging market opportunities.
Explore CourseAlternative Investments
Discover hedge funds, private equity, and other alternative investments for higher potential returns.
View GuideAdvanced Trading Strategies
Learn options trading, short selling, and other advanced strategies to maximize returns in volatile markets.
Download GuideDifferent. Originals
Video Introduction
Different. Multi-Asset Investor Briefing
An introduction to the core ideas behind multi-asset investing, including how growth, income and protection can work together through different market cycles.
6 min overview
3 key chapters
Investor guide
Editorial Notes
In this video
A concise walkthrough designed to help investors understand the role of a multi-asset portfolio before exploring deeper insights.
Video Highlights
A concise introduction to how a multi-asset portfolio seeks to balance opportunity, resilience and long-term discipline.
01Why Multi-Asset, Why Now
Frame the client problem, macro regime change, and why education content should start with portfolio context instead of product detail.
02Framework & Return Drivers
Explain growth, income, stability and protection sleeves in a concise, client-friendly format.
03Go Deeper via Insights
Use long-form insight articles as the next step for clients who want macro and thematic depth.