Analyst Report

Celent | HSBC AI Global Tactical Index - An Artificially Intelligent Global Investment Strategy Powered by AWS

AWS adapts HSBC AI Global Tactical Index (AiGT) approach to market dynamics

The HSBC AI Global Tactical Index (AiGT) is a rules-based investment strategy that uses advanced techniques in artificial intelligence (AI) to invest opportunistically across a global portfolio of equities, gold, and bonds. The AI-powered index is developed, hosted, and managed entirely by Boosted.ai as part of their SaaS offering. The solution utilizes Amazon Web Services (AWS) technology to automatically adapt its approach as market dynamics change by learning from thousands of data points to seek an informational advantage over the market. AiGT can dynamically change its portfolio each week to react to changing market conditions without human intervention.

Read this report to:

  • Learn how the HSBC AiGlobal Tactical Index powered by AWS utilizes new technologies to facilitate portfolio construction for a large segment of the retail investor market, while achieving a level of operational efficiency within HSBC.
  • Backtested, the index has outperformed typical index funds available in fixed indexed annuities by 1.5% annually over 15 years.
  • AiGT brings transparency through an "AI Insights" tool that shows the fund's market views, asset rankings, and signals driving decisions.
  • The system “learns from thousands of data points daily”.

Artificial Intelligence and Machine Learning in Financial Services

Financial institutions are using artificial intelligence (AI) and machine learning (ML) services on AWS to transform their organizations faster and in ways never before possible. With AWS, they can automate and personalize experiences, enhance analytics, and increase efficiency on the most secure, scalable, and resilient cloud.

BBVA Selects AWS to Accelerate Its Data-Driven Transformation

As part of its transformation into a data- and AI-driven organization, BBVA will use AWS to harness analytics and machine learning to transform its internal processes, improve risk management, drive growth, and provide innovative solutions for its customers.

AI and ML Power Financial Services Transformation - Download the AWS eBook

This e-book explores diverse use cases, including customer experience and onboarding, document processing, and fraud detection and prevention. It presents real-world examples of AI and ML innovation in action at financial services institutions.

Get started with AWS

Celent, HSBC AI GLOBAL TACTICAL INDEX: An Artificially Intelligent Global Investment Strategy Powered by AWS, Ashley Longabaugh, August 29, 2023. Celent is a registered trademark of Oliver Wyman, Inc., which is a wholly owned subsidiary of Marsh & McLennan Companies [NYSE: MMC] and is used herein with permission. All rights reserved.