What does it really mean to combine human intelligence with artificial intelligence in investment decision-making?
At Thinking Ahead, our latest fireside chat series ‘Charting AI in the Investment Industry’ explores how the investment landscape is evolving as artificial intelligence accelerates at an unprecedented pace.
In our second episode, Roger Urwin, Co-founder of Thinking Ahead, joins Mona Naqvi, Managing Director of Research, Advocacy, and Standards at CFA Institute, to explore how that combination could transform the investment profession, and why systems thinking is emerging as a core skill for the future amidst this change.
Moderated by Louisa Minter-Kemp, Communications and Engagement Lead at Thinking Ahead, the conversation spans the evolution of the Total Portfolio Approach to the shifting definition of human intelligence itself, examining how investors can recalibrate their compass in a world defined by AI, complexity, and structural change.
Mona Naqvi, Managing Director, Research, Advocacy & Standards at CFA Institute, gives insight into how we navigate a changing AI landscape and the skills we need.
Key themes covered:
- Why human intelligence must lead in an AI-enabled investment process
- How Total Portfolio thinking helps investors navigate systemic shifts
- The skills that will matter most as AI changes investment roles
- Why sense-making, judgement and context remain uniquely human
- How CFA Institute is adapting education for the investment professional of the future
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