AI Content Disclosure

We use large language models from Anthropic (the Claude family of models), accessed through Anthropic’s commercial API. Different models are used for different tasks. We may change models as the technology develops.

Summaries. The short descriptions shown in listings and search results, and the longer summaries on article pages, are written by AI from the manager’s original document.

Signals. Asset-allocation calls (for example, overweight, neutral or underweight on an asset class) are extracted by AI from managers’ published research. Consensus and aggregate figures are then calculated from those extracted calls by ordinary software, not by AI.

Analise. Our research analyst, Analise, is an AI system. Its answers are generated in real time in response to your questions, drawing on content held on ProAllocate.

Narratives. In ProAllocate Advance, briefing notes on sub-asset classes are generated by AI on demand from the positioning data held on ProAllocate.

Source material. The underlying research is written by the managers who published it. Links take you to their original documents.

Quotations. Where we show a short excerpt from a manager’s document, it is quoted from the original, not written by AI.

Market data. Prices and index levels come from our market data provider.

Calculations. Where ProAllocate shows counts, percentages or other figures, they are calculated by ordinary software from underlying data. AI may describe those figures but does not compute them.

Summaries and Signals are regularly reviewed by ProAllocate, but not every item is checked before publication. Analise responses and Narratives are generated on demand and are not reviewed.

AI systems can make mistakes. In particular, an AI-generated summary or Signal may:

• misstate or oversimplify a manager’s view
• attribute a view to the wrong asset class, time horizon or region
• miss nuance, conditions or caveats that the original contains
• reflect an older version of a document that the manager has since updated

Analise and Narratives may also give answers that are incomplete, out of date, or not supported by the underlying material. Always check the original source before relying on AI-generated content. Nothing produced by AI on ProAllocate is investment advice.

When you ask Analise a question, your question and the relevant content are sent to our AI provider to generate the answer. How we handle this data is set out in our Privacy Policy. Under Anthropic’s commercial terms, this data is not used to train its models.

If you think an AI-generated summary, Signal or answer is wrong, please tell us at support@proallocate.com, giving the page or item concerned. We review every report and correct errors we confirm.

Asset managers who think their views have been misrepresented can contact us at the same address. We will review the item and correct or remove it if necessary.