Enterprising Investor
Practical analysis for investment professionals

Artificial Intelligence


An Industry in Transition: AI Top of Mind in 2024 Asset Manager Survey

The Index Industry Association's 2024 asset manager survey reveals a much deeper set of challenges, opportunities, hopes, and concerns.

Dangers and Opportunities Posed by the AI Skills Gap in Investment Management

AI is more than just another technology. It is a transformative force with the potential to redefine investment management. The industry's most significant barrier to harnessing this power is the widening AI skills gap.

Navigating the Risks of AI in Finance: Data Governance and Management Are Critical

Big data-driven AI in financial services is a technology that augments human capabilities. We are living in countries governed by the rule of law, and only humans can adopt safeguards, make decisions, and take responsibility for the results.

EAM: How and Why AI-Powered Active Management Will Dominate Passive

For active management to acquire sufficient alpha to eclipse passive, a paradigm shift driven by new technologies and new methods is required. That's where Ensemble Active Management (EAM) comes in.

Revolution and Risk: How to Pilot the AI Revolution

Previous market bubbles provide valuable lessons as we navigate the artificial intelligence revolution. They emphasize the need for a clear-sighted, cautious approach.

AI’s Carbon Footprint: Balancing Innovation with Sustainability

The future of artificial intelligence (AI) should not just be smart, it must also be sustainable.

Research and Policy Center Three Most Popular Articles of 2023: Data and Technology

Handbook of Artificial Intelligence and Big Data Applications in Investments, edited by Larry Cao, CFA, is the big winner in 2023.

Research and Policy Center 10 Most Popular Articles of 2023

What are the most popular top 10 articles of 2023 published by the CFA Institute Research and Policy Center?

ChatGPT and Large Language Models: Their Risks and Limitations

Inaccessible data and the limits of computing power are only two of the obstacles holding LLMs back.

How Can Family Offices Leverage Artificial Intelligence? Four Applications

AI will revolutionize family office operations. That's why each office must be intentional about its AI adoption formula, governance procedures, and long-term AI roadmap.