Overview
Is agentic AI a genuine transformation for investment management, or the next stage of the AI hype cycle?
Generative AI has changed how professionals work with information. Agentic AI represents a potential next step: systems that can plan, reason, and act autonomously to complete increasingly complex investment tasks. Enthusiasm is building, and questions remain. What role should autonomous AI play within investment organizations? Which tasks should stay firmly under human oversight? How should firms balance innovation with governance, accountability, and trust? Andrew Crain, Director, Ethics & Professional Standards at CFA Institute, Stefan Jansen, Founder at Applied AI, and Denis de Montigny, CFA, Honorary Senior Research Fellow at University College London, examine the opportunities, limitations, and implications of agentic AI for investment professionals. Register now.
Timings:
11:00AM ET | 4:00 PM GMT
CFA Institute members can self-report 1 PL credit for attending.
Key discussion points
- What agentic AI is: Understand how agentic AI differs from the AI tools in use today.
- Potential applications: Explore where agentic AI may apply within investment management.
- Governance and ethics: Consider the governance and ethical implications of autonomous AI.
- Opportunities and limitations: Identify what firms adopting autonomous AI may gain and where they may face constraints.
- Practical preparation: Gain practical insight into how investment professionals should prepare for this emerging technology.
Speakers
