The global economic impact of AI is forecast by McKinsey & Co. as more than $19 trillion p.a and commonly divided by the AI sector into two broad areas: enterprise use cases improving existing processes and labour or individual productivity with some overlap.
At equitably.ai, we’re all about helping professionals gain the knowledge and tools they need to make the most of AI. Recently, we had the pleasure of delivering our ‘Fundamentals of Practical AI for Investment Management Firms’ program to the Investment Association. The program is designed to provide AI learning for investors and equip them with the practical AI skills to boost productivity across various areas—whether you’re in sales and marketing, product development, client services, relationship management, investor relations, research and analysis, operations, IT, or HR.
Case studies
The programme remains unchanged at its foundational level. However, one method we use to deliver current and effective training is through real-world case studies. In this session, we did a case study of how you can easily use a Large Language Model (LLM) as a fundamental analyst to complete due diligence on the ESG of a company with increased reliability by combining information extraction with drill-down methods. On the company ‘Marks & Spencer’, we used ChatGPT to:
- Obtain company overview with a focus on financials
- Drill down further to help clarify
- Perform financial analysis and make recommendations as an analyst would in the retail sector
- Extract and summarise specific information from annual reports
Testimonials and Feedback
The training was a great success and participants gained actionable insights and practical advice on using AI in their roles! Read some of their positive feedback below.
“A really useful fundamentals session.”
Training Manager, Investment Association
“Training session was extremely insightful, led by engaging and knowledgeable trainers who used practical examples that not only clarified complex concepts but also equipped me with the tools to integrate AI into my day to day work. We were so impressed that we have invited them to return and conduct an internal session for our team.”
Training Attendee, Investment Association
Our upcoming AI Learning for investment management firms
Unlock the power of AI for your investment management firm with practical AI training.
If you missed out on the last AI learning for investors session, don’t worry! We have another ‘Fundamentals of Practical AI for Investment Management Firms’ coming up with the Investment Association on Tuesday, April 1st. Register here, and we look forward to seeing you there!