Artificial Intelligence in Asset Management Processes

 

Artificial Intelligence in Asset Management

WBS Finance Group Research Paper

CFA Institute Research Foundation 2020

73 Pages Posted: 8 Mar 2020 

Söhnke M. Bartram

University of Warwick; Centre for Economic Policy Research (CEPR)

Jürgen Branke

University of Warwick, Warwick Business School

Mehrshad Motahari

Bayes Business School (formerly Cass)

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3510343

Appilcations - Portfolio Management Processes, Trading Processes, Risk Management Processes

June 26, 2023

AI opens up new frontier for wealth management

By Elisa Trovato

https://www.pwmnet.com/content/72178fb2-653b-5e43-bf6c-8de373a2d1d0

Hierarchical AI Multi-Agent Fundamental Investing: Evidence from China’s A-Share Market

October 2025

Chujun He, Zhonghao Huang, Xiangguo Li, Ye Luo, Kewei Ma & more.

https://arxiv.org/pdf/2510.21147

Company Level Reports

Merrill Lynch

AI Asset Mgmt Applications

https://mlaem.fs.ml.com/content/dam/ML/ecomm/pdf/Decoding_AI_Educational_Series.pdf

Video discussion - 9-2-2025

https://www.ml.com/articles/ai-investing-trends.html

PIMCO

AI in PIMCO asset management

https://www.pimco.com/gbl/en/experts/marta-bezoari

OnCorps Customer Story

Learn why PIMCO chose OnCorps

https://www.oncorps.ai/marketing/customer-story-pimco

More international investment managers are integrating Microsoft platforms to incorporate Generative AI across their business operations. Supporting investment professionals in their daily tasks is crucial for the success of these organizations.

A recent update from PIMCO showcases the seamless adoption of this technology within the industry.

https://www.linkedin.com/posts/rebeccaengel_pimco-boosts-client-service-with-an-ai-powered-activity-7302130683743768576-bjLK/

https://jobright.ai/jobs/info/68b244951ade4306aa6353db

https://aijourn.com/pimco-selects-hub-for-real-time-operations-platform/

Decision-Making and Behavioral Bias in the Age of AI

In this episode, Anastasia Buyalskaya, an advisor to PIMCO on behavioral science, shares general thoughts on how AI might be used to support investment decision-making, and ways to understand and navigate behavioral biases in connection with AI. 

https://www.youtube.com/watch?v=K9AH7Ohn204