Gen AI for Investment Management Research
Gen AI for Investment Management Research
Unlocking the potential of Gen AI to empower research analysts with advanced tools for deeper insights, streamlined analysis, and enhanced alpha generation.
Sia Partners, a leader in Data Science strategy, has looked at how Gen AI can enhance the investment research process. We have identified five major tasks where research analysts can leverage Gen AI to surface greater insights into the companies they are following. Collectively, these Gen AI augmented tasks will lead to a more robust company analysis and play a critical role in the generation of alpha.
Until now, only the most advanced tech-focused professionals were able to grasp the deep technical concepts of AI. Not only did they have the know-how, but they had access to expensive software and hardware to create and run their unique AI programs. Today, technology firms are propagating Gen AI for widespread use by removing these gatekeepers and placing the power in the hands of everyone.
Investment research analysts can now use readily available Gen AI technologies to enhance their responsibilities. Once deployed, these technologies can be used widely with little or no dependency on Data Science professionals to be involved in the execution of the investment research related tasks. The power of Gen AI is turned over to the research analysts to explore, understand and challenge their investment ideas as stated further in our insight paper “Gen AI for Investment Management Research”.
