Exo Investing Blog

Exo Investing Performance Analysis: Feb 2022 Update

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As a fully automated investment platform which draws on decades of algorithmic trading experience, this data serves as a proof point of the AI-driven technology that sits at the heart of Exo.

This analysis looks at data from May 2018 to the 9th of Feb 2022, using real customer data.

Our investment focus is based on delivering a strong risk-adjusted performance rather than just chasing high returns because we believe the path to reaching your financial goals matters. The aim is always to optimise the ratio of performance/risk of Exo portfolios.

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  • Risk level 8-10 (up to 10).
  • Benchmark is 100 % FTSE 100.
  • Portfolio for UK based customers (in GBP).
  • No customisation by clients — 100 % AI driven.


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  • Risk level 4-7 (up to 10).
  • Benchmark is 50 % FTSE 100 and 50 % UK Gilt 0-5 Yr.
  • Portfolio for UK based customers (in GBP).
  • No customisation by clients — 100 % AI driven.


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  • Risk level 1-3 (up to 10).
  • Benchmark is 20% FTSE 100 and 80% UK Gilt 0-5 Yr.
  • Portfolio for UK based customers (in GBP).
  • No customisation by clients — 100 % AI driven.


Each personalised portfolio is benchmarked against a mix of stocks and bonds depending on their risk profiles. The return and MDD spreads are then represented in the following graph.

  • 50 % of Exo clients portfolios are doing better than the benchmark from a performance and risk perspective.
  • 25% Exo portfolios has slightly worse a risk adjusted performance than the benchmark.

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Exo’s performance summary

Looking at the analysis provided, relative to benchmarks we see strong performance from Exo portfolios across all three approaches.

The data analysed here is, as mentioned, entirely taken from the portfolios without customisations, to maximise insight into how Exo’s methodologies operated. Of course, we can also point to the customisation available to users which further enhances the engagement they can have with their investments.

What Exo strives to deliver is an excellent service for its clients that provides them with the tools and access they deserve to control their investments, with the enhanced risk-management Exo’s technology can provide.