How To Balance Human Expertise And Machine Learning For Better Outcomes

Jump to section:

00:00
Introduction
3:06
Why should I integrate AI?
8:37
How can asset managers ensure the transparency and explainability of AI models used in asset management?
14:23
What role does human expertise and judgment play in AI-driven investment management, and how can this be effectively balanced with AI algorithms?
19:22
How does Sphere adapt to changing market conditions, and how does it ensure that portfolios remain optimized and balanced over time?
25:05
How can investment managers effectively integrate AI and machine learning models into their existing investment processes and systems without creating too much disruption?
36:44
What are the practical steps to integrate AI into your investment process?
37:35
Live Q&A

The roadmap of AI adoption

Artificial Intelligence applied to investment management is providing new opportunities which extend beyond cost reduction and efficient operations. Despite institutional investors being aware of AI’s capability to generate additional Alpha, many of them lack the necessary knowledge or guidance to fully comprehend the benefits of such integration.

In our latest live event, we went through all the steps to successfully integrate AI into your investment process, answering and clarifying some of the most asked and burning questions about AI adoption in asset management.

Our experts, Federico Invernizzi, Chief Operating Officer, Axel Maier, CFA, Partner, and Lorenzo Malanga, Vice President of Research shared insights on the value AI has in unlocking Alpha, and provided guidance on how effectively integrate AI into the investment processes.

Key takeaways of the event

Unlocking Alpha with AI-Driven Insights

By analysing millions of datapoints every day, AI can help investors anticipate and predict future market trends with a higher degree of accuracy (what we call Intuition Alpha), while also enabling them to adhere to a well-defined strategy to systematically achieve an optimal portfolio construction (what we call Operational Alpha). 

AI Thrives Only with Human Intelligence

In AI-driven investment management, human expertise continues to play - and will always play -  a crucial role. AI enables the processing and analysis of vast amounts of data, but it is human expertise that comprehends this information to identify opportunities and make strategic investment choices. Through the effective integration of human expertise and AI, investment managers can leverage the strengths of both to achieve optimal outcomes in their investment processes.

Sphere, Explainable AI by Design

To fully unlock AI’s potential, essential factors such as utilising meaningful data and understanding the technology’s architecture are needed. Sphere, every day analyses macro, fundamental, and market data to avoid fallacious connections and false cause-effect relationships. Moreover, Sphere’s architecture is designed so each of the components are traceable and explainable, thus always ensuring the ability to understand the technology’s reasoning.

Want to learn more about how Sphere can support your investment decisions? Book a custom demo with our experts today.


Bring World-Class AI Into Your Investment Process

See Sphere In Action

Discover how AI-driven investment insights, portfolio rebalancing at scale and automated commentaries can boost your team's productivity and client engagement.

By submitting you are agreeing to the Terms of Use and Privacy Policy
Thank you! Your submission has been received.
Oops! Something went wrong while submitting the form.