We have put our new paradigm of relationship-driven investing into test by using a miniature of the 360° view as data and applied our in-house Semantic AI algorithms to extract smart metrics. We then used well-known portfolio optimization algorithm to make a comparative study. The experiment would build portfolios with and without our smart metrics providing us two sets of return rates to comapre.
The miniature 360° view contains limited but vital data on 140 companies from the S&P 500 index. Also, the relationships that were covered in the miniature data is limited as it does not contain all the relationships between companies and other companies/entities. As mentioned before we also used traditional data to perform a comparative study. This data contains historical returns and asset correlation.