Investing isn’t just about choosing great assets - it’s about having a cohesive strategy to guide your decisions. With Arta’s tools and insights, you can craft personalized, potentially high-performing portfolios using a framework built on two distinct components: the core and satellite strategy. This balanced approach aims to combine stability with growth potential.

Let's break it down, highlighting a new unique satellite opportunity, and explore how Arta AI Copilot enables hyper-personalization.

Core and Satellite: A Framework for Balance and Growth

The core and satellite strategy divides a portfolio into two parts: the core and the satellites.

• The Core: This foundational component emphasizes stability and diversification. It typically includes broad-based index funds, ETFs, or large-cap stocks that aim for steady, long-term wealth creation. Think of it as the bedrock of your portfolio, designed to weather market cycles with resilience.

• The Satellites: Surrounding the core are targeted investments that offer flexibility to pursue higher-growth opportunities or thematic strategies. Satellites allow investors to capitalize on focused investment theses, leverage their expertise, or express views on specific market trends, industries, or goals, with the potential to generate outsized returns.

By combining these elements, investors can enjoy the stability of a diversified foundation while leveraging the dynamic potential of thematic, short-to-medium-term opportunities.

Spotlight on Satellite Strategies: Public Private Equity

Satellite strategies are where creativity meets conviction. Arta offers a range of public market options to capture specific themes, and the latest standout addition is our Public Private Equity Satellite. This strategy bridges the gap between private market returns and public market liquidity by providing exposure to listed private equity and private credit firms. As more companies choose to stay private longer - raising capital in private markets rather than going public - the Public Private Equity Satellite lets you participate in the growth of private equity and credit funds through an accessible and relatively liquid product.

The Public Private Equity Satellite starts with 15 equally weighted underlying assets and is designed to be taken as is or adapted to suit your specific goals. Whether you’re aligned with the predefined strategy or have a slightly different view, Arta’s tools enable you to make it uniquely yours with powerful flexibility and actionable insights.

• Flexibility with personalization: While predefined, Arta members can tailor the Public Private Equity Satellite to match their goals. Adjust allocations, swap assets, or layer in additional themes to make it uniquely yours.

• Data-driven insights: Once personalized, Arta members can perform instant three- to five-year backtesting to evaluate your strategy. Compare it against benchmarks like the S&P 500 or Russell 2000 and analyze key metrics, including beta and volatility, to ground your decisions in hard financial analysis.

This satellite strategy exemplifies how Arta empowers investors to access innovative opportunities, combining liquidity, personalization, and data-driven insights for smarter, more confident decision making.

How Arta AI Copilot takes personalisation one step further

Personalization is no longer a luxury - it should be the standard in the AI era. While tailoring pre-built satellite strategies offers flexibility, Arta AI Copilot goes further, empowering you to design a portfolio that is truly bespoke. Start by entering a theme or investment idea that interests you, and your Arta AI Copilot will conduct the research in minutes - not weeks like a human research team.

Here’s how it works:

1. Enter a theme or idea like “find me the next NVIDIA.”

2. Your Arta AI Copilot kicks off a series of research copilots, breaking down the query into sub-components - just like a human analyst team might - using different AI models to analyze SEC filings, news, and other licensed data sources.

3. Other AI copilots validate and compile the findings into a detailed memo with suggested assets for your satellite portfolio, outlining the methodology, reasons for asset inclusion, and data sources.

4. Add or remove assets, tweak allocations, and regenerate insights as often as you like to refine your strategy.

5. Instantly backtest your satellite portfolio against benchmarks like the S&P 500, analyzing beta, volatility, and other metrics. Keep tweaking until you’re ready to invest - or decide not to.

Simulating a dedicated CIO team, your Arta AI Copilot delivers a “portfolio of one” with unmatched personalization and control. Select from thousands of stocks and ETFs to craft satellite strategies that reflect your worldview, whether you want to explore technology trends, sustainable investments, or industry-specific themes. And you’re not limited to just one idea - repeat this process as often as you like to explore new ideas and strategies, continually refining your portfolio with tools designed to adapt to your worldview.

For more information about Arta AI Copilot, visit https://artafinance.com/global/ai-copilot. Or better yet, join Arta and experience it for yourself - membership is free, and there are no minimums to start.