Tag: Artificial Intelligence

We set out to cut through the noise of AI use within Investment Research and decided to conduct a pulse survey to quantify some of the discussions we were having with clients. Our pulse survey spanned asset managers (65%), wealth managers (15%) and asset servicers (10%). The findings are informed not only by survey data, but by the experience of our firm’s AI Working Group—professionals working hands‑on with asset and wealth managers as they deploy GenAI solutions.

Undesired client attrition may be costing Wealth Managers 4 to 8 months of asset and revenue growth every year. Alpha takes a look at the context, approach and upside of addressing client attrition.

Alpha FMC looks at some of the ways that AI is going to impact this sector, and explores how wealth managers and private banks can prepare themselves for AI’s impact on the market and its uses in their businesses.

Despite the excitement surrounding ChatGPT and the trend towards major investment managers initiating their own AI offerings or embarking on extensive artificial intelligence research, regulatory bodies maintain a cautious stance regarding the value AI brings to the investment management industry. In this article, Alpha FMC’s Kevin, Ilia and Burak explore whether AI is currently generating value for the investment management industry and whether we can expect to see a transformational impact in the future.