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Contemporary Asset Management: Seamless Integration of Sim Corp Dimensions with Cloud-Native Data Platforms
Published Online: November-December 2025
Pages: 216-222
Cite this article
↗ https://www.doi.org/10.59256/ijsreat.20250506032Abstract
The UNIFY AI Portfolio Management initiative has established a production-quality Artificial Intelligence (AI) platform by deploying 30,000 Portfolios on the Snowflake and Informatica ETL platforms. The goal of this project is to have a 25% increase in Sharpe ratios, 20% increase in risk-adjusted returns, 35% decrease in operational expenses and 90% full portfolio coverage with 99.9% uptime within six (6) months. This program provides real-time Artificial Intelligence (AI) transitioning from batch processing to real-time AI using a multi-layered architecture based on Snowflake Cortex Machine Learning (ML) and leveraging Fama-French models for risk management and evaluation of risk. The UNIFY AI Portfolio Management initiative has returned 25X (25 times) per dollar in ROI and received a Net Promoter Score (NPS) of 9.2, along with exceeding all operational targets. Future plans for this initiative include expanding to over 100,000 portfolios as well as incorporating additional innovations to improve the economic value of the business model with an expected annual contribution of approximately $50 million.
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