The CFA Institute report, AI Pioneers in Investment Management, seeks to identify high impact applications
of AI and big data in investment management and best practices for their implementation.
worked with various investment and technology firms to develop 10 concrete cases of organizations around
the world that use AI and big data to enhance their core investment processes.
Larry, author of the report, will describe the findings of his research and discuss the following issues:
• Which AI and big data techniques have been the most helpful in enhancing the investment process?
• What are the hurdles preventing the industry from adopting AI and big data techniques more broadly?
• What are some of the best organizational and operational approaches that are effective in bringing about change?