Artificial Intelligence in Investment Management — Elevating Client Relationships and Returns

A primer on identifying & implementing high-value AI use cases

Photo by ben o’bro on Unsplash

Let’s be honest. An investment manager’s clients probably won’t care about the fancy AI tools the investment manager is using. The client will care about exactly four things:

1. Risk-adjusted returns
2. Consistent excess returns (alpha)
3. Timely responses, advice, and high-touch service
4. Getting richer

To this end, investment management firms can use artificial intelligence to manage risks, extract investment insights from alternative data, and automate analysis & client reporting.

We will first look at current and future AI applications in investment management. We will then look at how investment managers can identify high-value AI opportunities, set up for success, and co-create solutions with AI startups.

Integrating AI & Fintech into Investment Management

While incumbent investment managers may use statistical analysis in their investment selection process, a true embrace of fintech and AI tools is still far off. Experimenting with new technology is…