Investment expertise · Behavioral science · Supervised AI
Great investing matters for
From overseeing $350 billion and 300+ investment professionals, we bring the most powerful CIO services to advice firms in new, affordable ways.
Dan KempCo-founder
Investment leader with 25+ years' experience. Former Chief Research & Investment Officer at Morningstar, where he oversaw ~$350bn across Equity Research, Manager Research, Portfolio Management and Behavioral Science.
Neil BrownCo-founder
Distribution leader with 28 years in the industry. Spent 20+ years at M&G Investments leading Discretionary/Wealth channels across the UK, South Africa and the Middle East, then Head of UK Distribution at Allianz Global Investors.
What we believe
Great investing matters. Great communication matters too.
A well-constructed portfolio is not much value if the client can't stick with it. That's why we are arming you with the tools to keep your clients informed and on track:
Free for financial professionals
Investment writing, in your voice.
Markets brief
A concise brief on the structural investment themes shaping markets right now — not a weekly wrap, but the ideas long-term investors should be thinking about.
Preview in builder →12-month progress report
A longer-term portfolio appraisal: how markets performed over the last twelve months and how investors should think about today's environment.
Preview in builder →Client reassurance letter
A plain-language letter addressing the worries clients are voicing — volatility, inflation, recession risk, or political noise — with calm context.
Preview in builder →Just for fun
A witty, observational piece on what's happening in markets — for when the week needs a laugh and a touch of dry wit from your AI.
Preview in builder →Latest insights
The Portfolio Thinking journal
The Weekly Markets Brief - 11th May 2026
When Earnings Aren’t Quite Earnings
Read on Substack →
The Portfolio Thinking Expected Returns Framework
A navigation tool, not a crystal ball
Read on Substack →The Weekly Markets Brief- 4th May 2026
US Equities Rise, But Is The AI Blank Cheque Bouncing?
Read on Substack →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: robust investment propositions that reflect your approach and the needs of your practice.
- Clear Investment Theses: generated by Large Language Models to explain the underlying data, customised to your clients' needs.
How we can help
Three ways to partner with us.
Strategic Consultancy
An expert, independent partner for your investment committee — keeping your philosophy robust and aligned with client outcomes.
Learn more →Portfolio Thinking CIO
A comprehensive investment engine you can white-label and integrate seamlessly into your practice, powered by the scale of AI.
Learn more →AI-Enabled Research
Supervised AI that separates the math from the narrative, delivering institutional-grade insights at scale.
Learn more →Free portfolio review
Meet your new CIO.
A 30-minute call with Dan and Neil. We'll review a model portfolio of yours, share what we'd change, and show you how Portfolio Thinking could support your firm — no commitment.
No obligation · Reply within one business day