On 28 March 2023, CFA Institute published the “Handbook of Artificial Intelligence and Big Data Applications in Investments” Release 1. The handbook provides a cutting-edge, industry perspective of artificial intelligence (AI) and big data tools in the investment industry and discusses early adopters’ experiences and battle-tested solutions.
In the first section of the handbook, executives from Robeco, Goldman Sachs, and Neuberger Berman share their tried-and-tested tools, common pitfalls, and successful mitigation strategies to help readers understand the landscape and choose approaches that best fit their strategic priorities. The handbook is full of key definitions and supporting exhibits.
Read the handbook to increase your knowledge of how to integrate AI and big data into the investing ecosystem
The Role of NLP Tools in Investment Management
Describing a litany of foundational and state-of-the-art Natural Language Processing (NLP) tools for investment professionals, the second part shares best practices for open-source models and proprietary fine-tuning.
The handbook argues that NLP, a specific form of Machine Learning, has a natural place in an asset manager’s decision-making framework, as the key for NLP’s popularity is simply that the majority of “unstructured” data is in text format.
Executives from Alliance Bernstein, Applied AI, Off-Script Systems, and Two Centuries Investments discuss practical examples of NLP applications in asset management, how NLP is being used by institutional ESG investors, as well as emerging applications under development.
We invite you to use our marketing resources to inform your audiences of this valuable content, and look for part 2 of the handbook to be released in late April.
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