Intelligence

Using Artificial Intelligence to Sell Mutual Funds: Three Phases

November 23, 2023

Finance is in the midst of a revolution. Processes are being digitized. Decisions are becoming increasingly data-driven and approached from the bottom up. Artificial intelligence (AI) is taking care of…

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Why People Drive Artificial Intelligence Today and Tomorrow

Like it or not, artificial intelligence (AI) is already part of our daily lives. From the smartphones in our pockets to the Alexa virtual assistants on our kitchen counters, AI…

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GameStop, Artificial Intelligence, Social Media, and the Future of Investing

By now, everyone has seen the headlines. The revolution has started. GameStop’s stock price was suddenly, artificially sent soaring. A once-mighty videogame retailer whose prospects had been laid low by…

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The US Investment Olympics: Smart Money, Crowd Intelligence, and AI

Introduction Welcome to the qualifying round of the 2022 US Investment Olympics. The goal of the games is simple: beat the S&P 500, either by generating higher returns or playing…

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The EU Artificial Intelligence Act and Financial Services

Is artificial intelligence (AI) currently regulated in the financial services industry? β€œNo” tends to be the intuitive reply. But a deeper look reveals bits and pieces of existing financial regulations…

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Does Artificial Intelligence Steal Human Jobs?

The Four Job Categories When it comes to artificial intelligence (AI), many anticipate a rosy future with various sources of new revenue, reduced expenses, and ultimately increased profits. Others worry…

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How Can Family Offices Leverage Artificial Intelligence? Four Applications

November 12, 2023

For more on artificial intelligence (AI) in investment management, check out The Handbook of Artificial Intelligence and Big Data Applications in Investments, by Larry Cao, CFA, from the CFA Institute…

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