From overseeing $350 billion and 300+ investment professionals, we bring the most powerful CIO services to advice firms in new, affordable ways.
Portfolio Thinking - The Scalable Engine for the Modern Advice Firm
Portfolio Thinking bridges the gap between boutique advice and institutional scale. We address the elephant in the room, combining expert human insights with the efficiency of supervised AI. The goal is simple: empower financial professionals to deliver institutional-grade propositions without the overheads associated with an in-house investment team.
White-Label Solutions: Support with building robust investment propositions that reflect your investment approach and the needs of your practice.
Clear Investment Theses: Generated by Large Language Models to explain the underlying data and customised to your clients’ needs.
Our Philosophy
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We cannot forecast the future, but we can construct portfolios designed to weather it.
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The price paid is the ultimate determinant of long-term returns.
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The “behavior gap” is the greatest threat to wealth; managing our own psychology through the application of a clear process is the greatest opportunity
Meet the Founder
Dan Kemp
Dan is an investment leader with over twenty-five years of experience. As the Chief Research & Investment Officer at Morningstar, he has overseen approximately $350 billion in assets, leading global teams across Equity Research, Manager Research, Portfolio Management and Behavioral Science.
A theologian by training and an investor by trade, Dan combines analytical rigour with a deep understanding of human nature. Throughout his career, from advising individuals on their savings and trustees on aligning strategy with values to managing complex retirement solutions, his mission has remained consistent: to help investors to reach their goals through transparency, stewardship, and evidence-based decision making.
Read our latest research on the Portfolio Thinking SubStack
HOW WE CAN HELP
Strategic Consultancy
A Partner for Your Investment Committee
Even the most experienced investment teams can fall victim to groupthink, behavioral bias, and process drift. We provide expert, independent support to your existing investment proposition, ensuring your philosophy remains robust and aligned with client outcomes.
Proposition Audit: A forensic "health check" of your asset allocation and fund selection process to identify uncompensated risks.
Governance Support: External membership for your Investment Committee to challenge consensus narratives and enforce discipline.
Team Training: Bespoke behavioral coaching to transform your team from reactive market watchers into disciplined capital allocators.
Portfolio Thinking CIO
The Engine Behind Your Proposition
Managing an in-house investment team is a resource-heavy challenge that often distracts from primary client relationships. We solve this by providing a comprehensive investment engine that you can white-label and integrate seamlessly into your practice, powered by the scale of AI.
White-Label Solutions: Support with building robust, investment propositions that reflect your investment approach and the needs of your practice.
Automated Engagement: A steady stream of behavioural market updates and "nudge" content generated by supervised AI.
Full Governance: Outsourced oversight of fund selection, risk monitoring, and compliance to reduce regulatory burden.
AI-Enabled Research (Coming Soon)
Unbiased Valuation at Scale
Traditional investment research is expensive, difficult to scale, and often riddled with human cognitive biases. We separate the math from the narrative using Supervised AI to deliver institutional-grade insights that support the creation of robust investment products.
Equity Valuation: Combining historic base rate analysis with probabilistic forecasting to improve efficacy and comparability.
Fund Ratings: Probability-based analysis that estimates the likelihood of a fund delivering above-index returns after fees.
Clear Investment Theses: Generated by Large Language Models to explain the underlying data.