AI in Asset Management

J.P. Morgan Quantitative Asset Management Conference 2023
  • ai
  • asset management
  • presentation

Core claim

The question is not whether AI will replace investment judgment. The question is where AI can compress the mechanical parts of the research process while leaving the judgment layer intact.

Applications discussed

  • Research synthesis and first-draft production under structured data constraints
  • Portfolio attribution and review automation with PM editorial control
  • Compliance screening and restriction monitoring at universe scale
  • Distribution workflows where research findings become client-ready artifacts on demand

Audience

Presented at the J.P. Morgan Quantitative Asset Management Conference in 2023 on the introduction of artificial intelligence into the asset-management process. Related versions of the material were also used in guest lectures and internal strategy discussions on AI-enabled sales and research architecture.

Implication

AI creates value when it reduces the distance between analysis and use. A tool only matters if it changes what a PM, strategist, or salesperson can do in the next meeting.