Is AI your next thinking partner? | IFM Investors

Artificial intelligence (AI) is rapidly moving from a productivity tool to a strategic capability for investors. But its true potential may lie in helping investment teams make better decisions, challenge assumptions and consider a broader range of possibilities.

In this episode of Investing for Tomorrow, Luba Nikulina, Chief Strategy Officer at IFM Investors, joins Roger Urwin, Co-founder of Thinking Ahead, to explore how AI is reshaping investment decision-making, enhancing collective intelligence and opening up new opportunities for the industry.

The conversation also examines the importance of governance, accountability and guardrails, highlighting the risks that must be managed as AI becomes more deeply embedded in investment organisations.

From decision quality and organisational redesign to fiduciary responsibility and trust, this discussion offers a balanced perspective on how investors can harness AI’s potential while remaining clear-eyed about the challenges ahead.

Chief Strategy Officer, IFM Investors

More episodes

  • Episode 5
  • August 3, 2026
  • The human edge | Spellbound

Join us as we speak to Rio StedFord, St. James’s Place, about how the wealth industry is transforming.

  • Episode 4
  • June 25, 2026
  • The rise of climate physical risk | WTW

This episode explores climate physical risk — the floods, heat and extreme weather events already affecting assets, operations and portfolios today. Moving beyond long-term transition narratives, we look at how these risks are showing up in real investment decisions right now, and what it takes to understand and act on them.

  • Episode 3
  • May 26, 2026
  • Inside Middle East mega funds | CAIA Association

We turn our focus to the Middle East – a region rising up the ranks of global capital despite ongoing tensions. Drawing on our latest Asset Owner 100 research, we explore the Middle East as one of five global asset clusters, where leading sovereign wealth funds are moving beyond silos and thinking more holistically about capital, risk and opportunity.

  • Episode 2
  • April 24, 2026
  • Power, politics and portfolios | Jupiter

Markets like certainty. Geopolitics offers anything but. This episode explores why investors might be getting geopolitical risk wrong, how a shifting world order is changing markets, and what a more adaptive approach to risk could look like.

  • Episode 1
  • March 24, 2026
  • The Big Wealth Reset | St James’s Place

Join us as we speak to Rio StedFord, St. James’s Place, about how the wealth industry is transforming.