FINANCIAL SERVICES
How are big data , AI and ML helping revolutionise investment analysis , portfolio optimisation and risk management for investment managers ?
Julie Cunningham , Founder & CEO of Portend : Big data , AI and machine learning are crucial in revolutionising investment analysis , portfolio optimisation and risk management . Gone are the days when investment relationships were only based on trust in the post -investment environment .
Today by leveraging advanced data analysis and predictive analytics , we can utilise these technologies to deliver real-time insights , optimise investment portfolios and effectively manage risks .
Fund managers now have access to real-time data and insights which not only allow them to make informed investments but more importantly to properly monitor investments directly with early-warning systems when things go wrong . In addition to this , automation simplifies processes , enabling proactive solutions and empowering investors and VCs with informed decision -making capabilities .
At Portend , these technologies allow us to improve the post-investment environment across the value chain , using our proprietary platform to provide real-time due diligence for VCs and startup founders alike . This ultimately enhances investment outcomes and promotes a culture of transparency and accountability in the VC industry .
Jamil Jiva , Global Head of Asset Management , Linedata : Artificial intelligence enables investment managers to source a wider amount of information faster to identify early signals to either invest earlier in successful companies , leave earlier if a company faces challenges or avoid companies that would result in losses for them .
It can help them reduce the time to analyse in detail a company from publicly available data , in particular corporate publications , from a few hours to less than an hour .
Thanks to natural language processing and generative AI capabilities , it can help them get early portfolio alerts from news and they can also use all the available data to predict future performance more accurately with predictive analytics .
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