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Thematic InvestingAI-Powered Investment Funds That Make a Difference
Alexander Stumpfegger
• Head of ConsultingCID
• Member of the Expert Advisory BoardThe Singularity Group
• Experience20 years in business process digitization12 years in data science and AI
ChallengesIncreasing...
• Cost pressure
• Market pressure and complexity
• Client expectations
• Client asset potential
• Regulatory demand
• Improve scalability with automation and smarter processes
• Gain intelligence from qualitative data in addition to quantitative data (80/20)
• Better explain markets and strategies with more comprehensive insights
• Identify new trends
• Detect relevant signals and exposure
Expectations to Finance and AI
Research Today
(1)
(2)
Ideate & Detect Trends
DefineModel
DescribeThemes &
Signals(linguistic/semantic)
Set UpMachineLearning
DeriveQuantitative &
QualitativeKPIs,
Exposure
Improved results
AI enables Asset Managers to implement models combining quantitative and qualitative data
Immediate, good results
• Intelligence (business model disruption, technology innovation, sustainability...)
• Investment signals from qualitative big data
• Exposure of companies, individuals, and investment portfolios to themes and events
• Competitive edge from unique investment strategies combining quantitative and qualitative data
• Personalized, portfolio-based insights for clients and prospects
Benefits
Alexander [email protected]
(1) https://commons.wikimedia.org/wiki/File:2012_Bloomberg_Terminal_by_jm3_-_Creative_Commons_licensed.jpg(2) Screenshot taken from MIT Sloan Research Paper No. 5822-19
“Aggregate Confusion: The Divergence of ESG Ratings” byBerg, Kölbl, Rigobonhttps://papers.ssrn.com/sol3/papers.cfm?abstract_id=3438533