𝗧𝗵𝗲 𝗔𝗜 & 𝗕𝗶𝗴 𝗗𝗮𝘁𝗮 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 𝗶𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁

The third wave of technological innovation in finance is reshaping investment management, and it’s being driven by AI, big data, and automation. Cheryll-Ann Wilson, CFA, in Creating Value from Big Data in the Investment Management Process: A Workflow Analysis, explores how AI-powered tools are enhancing decision-making, efficiency, and risk assessment.

🔹 𝗔𝗜 & 𝗗𝗮𝘁𝗮 𝗶𝗻 𝗙𝗶𝗻𝗮𝗻𝗰𝗲: 𝗪𝗵𝗮𝘁’𝘀 𝗖𝗵𝗮𝗻𝗴𝗶𝗻𝗴?

Investment professionals are moving beyond Excel and traditional analytics, integrating Python, machine learning, and generative AI into their workflows. Key findings from the report highlight:

✅ 𝗔𝗱𝗼𝗽𝘁𝗶𝗼𝗻 𝗧𝗿𝗲𝗻𝗱𝘀 – AI and big data tools are becoming essential in investment processes.

✅ 𝗦𝗸𝗶𝗹𝗹 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 – Over two-thirds of CFA professionals recognize the need to strengthen their technical capabilities.

✅ 𝗔𝗜’𝘀 𝗥𝗼𝗹𝗲 𝗶𝗻 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻 – Automating repetitive tasks, analyzing massive datasets, and refining investment strategies.

✅ 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 & 𝗥𝗼𝗮𝗱𝗯𝗹𝗼𝗰𝗸𝘀 – Regulatory concerns, fragmented implementations, outdated infrastructure, and resistance to change.

✅ 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 – AI and big data present significant potential for refining firm strategies, fostering professional collaboration, and streamlining compliance.

𝗠𝘆 𝗣𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲: 𝗨𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗥𝗲𝗮𝗹 𝗪𝗼𝗿𝗸 𝗕𝗲𝗵𝗶𝗻𝗱 𝗔𝗜 𝗶𝗻 𝗙𝗶𝗻𝗮𝗻𝗰𝗲

This report reinforces what I’ve observed in digital transformation projects—many organizations underestimate the effort required to effectively implement AI and big data strategies. Having worked across enterprise systems and business transformations, I’ve seen firsthand the friction between leadership expectations and technological realities.

🔹 AI in investment management is not just about feeding in data and getting instant insights. True AI adoption requires:

• 𝗗𝗮𝘁𝗮 𝗽𝗿𝗲𝗽𝗮𝗿𝗮𝘁𝗶𝗼𝗻 & 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻 – A process that takes up 60-80% of AI implementation efforts but is often overlooked.

• 𝗢𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗯𝘂𝘆-𝗶𝗻 – Many firms are still structured around outdated workflows, creating resistance to AI-driven efficiencies.

• 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗻𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗼𝗻 – AI’s growing role demands thoughtful governance to balance innovation with compliance.

𝗪𝗶𝗹𝘀𝗼𝗻, 𝗖𝗵𝗲𝗿𝘆𝗹𝗹-𝗔𝗻𝗻. 𝘾𝙧𝙚𝙖𝙩𝙞𝙣𝙜 𝙑𝙖𝙡𝙪𝙚 𝙛𝙧𝙤𝙢 𝘽𝙞𝙜 𝘿𝙖𝙩𝙖 𝙞𝙣 𝙩𝙝𝙚 𝙄𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩 𝙈𝙖𝙣𝙖𝙜𝙚𝙢𝙚𝙣𝙩 𝙋𝙧𝙤𝙘𝙚𝙨𝙨: 𝘼 𝙒𝙤𝙧𝙠𝙛𝙡𝙤𝙬 𝘼𝙣𝙖𝙡𝙮𝙨𝙞𝙨. 𝗖𝗙𝗔 𝗜𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗲, 𝟮𝟬𝟮𝟱. 𝗵𝘁𝘁𝗽𝘀://𝘁𝗶𝗻𝘆𝘂𝗿𝗹.𝗰𝗼𝗺/𝗺𝘁𝗷𝗮𝗰𝘁𝗷𝗮