18 | Wealth & Finance Q4 2025 Most Disruptive AI-Human Portfolio & ETF Manager 2025 A fintech pioneer and digital consultancy boasting unparalleled research and a wide range of industry contacts, Pegasus Risk Management solves real financial challenges thanks to its blend of artificial intelligence and human intelligence. This stems from the fact that, despite companies across a whole host of industries innovating, evolving, and seeking out new opportunities to thrive in this changing landscape, approaches to finance largely remain unchanged. Not only unchanged but also unfit and plain unacceptable. At least, this was the case until 2017, when a new horizon in the financial landscape emerged thanks to PRM, FXDrone Unit, and Aia (its artificial intelligence). However, this AI-based ETF company did not do this alone, and one cannot underestimate the invaluable help provided by its ‘silent partner’, a UK-based private equity firm that manages prop funds and which provided the seed capital for the launch of the aforementioned FXDrone Unit, not to mention Eve, the ‘big sister’ of its AI, released more than 20 years ago. “Aia followed a similar path to Eve. Both work with their human colleagues, not against or instead of them, to deliver and exceed performance goals, all whilst identifying new opportunities.” Exploring some of the key differences between these proprietary AI tools, whereas Eve makes the above statistic of covering 99.3% of all globally tradable equities and ETFs possible – with unmatched speed and precision – Aia’s focus is more niche, this on equity markets and comprehensive coverage of forex and commodities, as well as growing the company’s footprint in the cryptocurrency and digital asset sectors. It is clear that AI is crucial to PRM’s success, but, as touched on above, it is imperative to recognise that it is this balance of AI with HI (human intelligence) that has ensured the company has established a formidable reputation in this space. COO Scott Jordan explained this further when he said: “We combine artificial intelligence with human intelligence rather than pitching one against the other. This creates disruptive solutions where each intelligence shines.” He added: “Some tasks are best performed by AI, others by HI.” On the back of this balanced ethos, PRM today works with financial professionals, prop firms, hedge fund managers, ETF firms, quant funds, and family offices alike. All of these clients are offered an ethos built on the core values of honesty, integrity, confidentiality, honour, and discipline. It is imperative for the company that those it partners with share these core values, and it has been known to decline collaboration requests from those clients who do not align with it. Taking great pride in its ability to deliver industry-leading performance for the elite financial professionals it is proud to call its clients, PRM never rests on its laurels and instead continues to nurture demonstrable impact across its hardware, software, and AI/HI interactions. Teaching its AI to work seamlessly and automate some of the HI processes, as well as watching it mature and learning from it in the same way it learns from them, are some of the rewarding aspects of the job for the dedicated team behind PRM. To this end, ongoing education remains at the core of the company and its services, and whether this involves PRM’s staff remaining abreast of the latest breakthroughs and research in this sector, hiring new team members to elevate the quality of the current output by bringing new ways of thinking and problem-solving techniques to the table, or continuing to develop their AI, everything done is designed to drive impact for clients. As this shows, exemplary client service is something PRM strives to deliver at every turn, and the company recognises that respect, communication, and understanding are all vital components in nurturing efficient and productive relationships with these groups. Beyond this, it is important to champion the uniquity in every client, which the team here do by learning their needs, understanding how they have supported them in the past, and how their approach can exceed expectations in the present as well as the future. Commenting on its effectiveness in adding value across an industry that is becoming increasingly digitalised, a spokesperson for PRM explained: “We have been a silent pioneer in digitalisation, deploying cutting-edge solutions before they made headlines. We also elevate new entrants into a future market that has not yet arrived, accomplishing this through a creative, innovative, and disruptive approach to the financial markets, combining alert algorithms with the human element to deliver accurate asset analysis.” With so much talk about the future, it is time to turn our attention to the next steps for PRM, which revolve around the release of two cognitive upgrades for Eve and Aia, following the first upgrade back in 2021. The initial upgrade allowed them to recognise the moods of their human colleagues and respond to them accordingly. These following two, on the other hand, are planned investments into the existing technology infrastructure that already powers both of these AI solutions. Essentially, this infrastructure is based on small language models (SLMs), not the usual large language models (LLMs) usually associated with AI solutions. What this means is that, rather than being general support tools, these AI systems become experts in their respective fields. This also extends to include more general conversational components (on the back of what was introduced in the first update) to ensure smoother human interactions. “They may not answer chemistry questions, analyse historical events, find cures for cancer, or paint, but financial professionals do not do those things either. Our approach remains focused on maintaining AIs that meet the criteria of human finance professionals.” Pegasus Risk Management (PRM) specialises in innovative and creative financial solutions, particularly those concerning exchange-traded funds (ETFs). The company covers approximately 99.3% of all globally tradable equities and ETFs across its detailed analytics, ratings, and recommendations. This is just the beginning, as additions such as FXDrone Unit – which covers forex/commodities – as well as its proprietary AI technology further demonstrate PRM’s excellence. Below, we take a look at this disruptor.
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