artificial intelligence

Mar 29, 2023

CFA, AI, handbook, artificial intelligence, fund managersGlobal trade body CFA Institute has published a handbook on the use of artificial intelligence and big data by investment managers.

Mar 22, 2023

Morngan Stanley, ChatGPT, financial, advisorsMorgan Stanley Wealth Management (MSWM) is running a series of tests with its financial advisors on the use of OpenAI’s chatbot ChatGPT.

Mar 22, 2023

Massimo Tosato, Axyon AI, appointmentFormer Schroders vice chairman Massimo Tosato has been appointed an advisory committee member at Italian fintech Axyon AI.

Jan 11, 2023

insurance, digital platformInvestor servicing firm Apex Group has teamed up with insurers Aon and Mosaic for the development of a digital platform offering insurance coverage for mutual funds.

Nov 02, 2022

AutomationAutomation rates in the global funds market differ both between and within regions – But as Nicholas Pratt discovers, there may also be a difference in what is perceived as automation.

Nov 02, 2022

Tifin, AI, artificial intelligence, UK fintech Tifin has launched what it describes as an AI-powered platform for personalised wealth management services.

Oct 19, 2022

CFA, AIEthical considerations should feature more prominently in the use of artificial intelligence (AI) in the investment management world, according to a recently published paper.

Oct 12, 2022

Machine learning, legacy systemsUK financial services firms are using machine learning (ML) in greater numbers, but the adoption of the technology is being held back by legacy systems.

Oct 12, 2022

Axyon AIItalian fintech Axyon AI has completed a $1.6 million funding round which has seen two of its original investors increase their commitment.

Sep 28, 2022

Artificial intelligence, AI, asset managersFidelity International and Boston Common Asset Management are among a coalition of financial institutions that have launched an initiative to promote the ethical use of artificial intelligence (AI).


Most read features

Roundtable: The digital transformation opportunity

The funds industry is looking at adopting new types of technology, from automation to ESG reporting, blockchain and tokenisation. A FundsTech roundtable in March explored how these will revolutionise the sector.

Tokenisation: The incredible potential of tokenisation

Tokenisation offers a new generation of investors access to a wide range of asset classes. But a lack of analysts is one reason why the market may not be ready for the possibilities, finds Nicholas Pratt.

Regulation: Panel calls for simplicity in ESG reporting

The industry accepts the need for more rigour in ESG fund reporting, but the work will be pointless if investors don’t understand the end result. Nicholas Pratt reports.

Cryptocurrencies: Crypto funds face long wait for regulatory approval

While crypto currencies forge onwards, access for investors who prefer to invest through regulated vehicles remains muted. A wait-and-see stance by regulators lies at the centre of this, finds Nicholas Pratt.

Managing the impact of ESG reporting

A rise in ESG reporting requirements is impacting asset managers in every conceivable way. The solution, discovers Nicholas Pratt, is to use all of this newly found data to form a closer relationship with the next generation of investors.

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