Fund Boards Council | Certified B Corp’s Post

Looking forward to this discussion on #AI with Fund Boards Council | Certified B Corp. If you are on a fund board then please do complete the survey in the post below, it will help shape the discussion we have. In addition, with excellent timing the Leeds Digital Festival has fallen in the run up to it, so I am signed up to multiple events to hear the latest on AI, its opportunities and, of course, its risks. In the past three days I have covered the use of AI in ESG impacts with Schofield Sweeney Solicitors, the re-wiring of work for the age of AI with Tailored Thinking and had an eye opening session running through of examples of when AI goes wrong with Cyber Security Partners. All of these input into understanding the #governance of AI and there's more to come from #LDF24

Still thinking through your preparations for the new SEC Private Fund Rules? Last week at SuperReturn CFO/COO North America, we had engaging discussions with a wide array of investors on their compliance approaches for the SEC Private Fund Rules. Panelists also urged a thoughtful approach to implementing AI across workflows spanning investment due diligence, portfolio monitoring, and internal operations. In our discussions, one clear takeaway emerged: a centralized, structured data foundation is a must-have for firms seeking to comply with evolving regulations and harness the power of AI across their organization.

Key takeaways from the GIPS Standards Conference this year. This one is worth reading.

At today’s Financial Investigator seminar on the impact & potential of GenAI within Asset & Wealth Management, Axel Maier, CFA from AI-firm MDOTM Ltd | AI-Driven Investment Solutions for Asset & Wealth Managers talks about AI opportunities for asset & wealth managers: ‘AI is an additional driver of alpha for Asset and Wealth Managers. Financial institutions that can successfully leverage AI will be more likely to grow their market share, launch new innovative products and enhance the results they deliver to final clients.’

At today’s Financial Investigator seminar on the impact & potential of GenAI within Asset & Wealth Management, Axel Maier, CFA from AI-firm MDOTM Ltd | AI-Driven Investment Solutions for Asset & Wealth Managers talks about AI opportunities for asset & wealth managers: ‘AI is an additional driver of alpha for Asset and Wealth Managers. Financial institutions that can successfully leverage AI will be more likely to grow their market share, launch new innovative products and enhance the results they deliver to final clients.’

The CFA Institute’s 28th Annual Global Investment Performance Standards (GIPS®) Conference in San Diego brought together industry professionals to share insights and updates on the evolving investment performance landscape. We drafted the following post that covers the key takeaways and summarized this information in the slides below. https://lnkd.in/gHhmM3Nq These takeaways reflect the rapidly evolving nature of our field. Need help with GIPS compliance or have questions? We're here to help! Let’s connect! #InvestmentPerformance #AI #PerformanceReporting #CFA #InvestmentManagement

https://lnkd.in/g6WiB6vC Just trying to get my head around what type of management and monitoring system, and what available metrics are "needed" to manage the accuracy and trends in behaviour of such automation, and what watermark levels are "needed" as a bare minimum to be on dashboard. Summary: Hedge funds’ use of artificial intelligence and machine learning (AI/ML) technologies to inform trading decisions, which has been a practice by many for decades, raises several concerns as this technology evolves, including inadequate disclosures to clients and the potential for increased risks to market stability. Federal regulators have not clarified how existing frameworks apply to the use of these technologies and need to more fully consider potential gaps in existing and proposed regulations.

Companies and fund managers are moving quickly to tap into AI’s potential, but are they also properly weighing the risks? Learn more by clicking the link below: https://bit.ly/3TYJBhg

“Advanced Ensemble Learning for Superior Market Predictions” 📈🔍 🚀 We are excited to share Qi4M’s latest research on Stacking Generalization via Machine Learning for trend detection in financial time series! Our innovative approach uses classifier ensemble operators to enhance the accuracy of financial forecasts, crucial for asset allocation, investment planning, and risk management. 📈🔍 Delve into how stacking generalization mitigates model sensitivity and outperforms individual predictors, offering robust trend detection and superior decision-making tools for financial professionals. 🌐💼 Check out the full paper for detailed insights and experimental results! 📄✨ 🤔 Interested in finding out even more? Book a call with us: https://lnkd.in/d5X9cKct https://lnkd.in/dYqspyyJ #AI #MachineLearning #Fintech #FinancialForecasting #Finance #Investment #RiskManagement Vittorio Carlei Oksana Ustenko Davide Massenzana, CFA Gabriele Ciani massimo molinari Giulio Giorgini Giuseppe Mayer

Companies and fund managers are moving quickly to tap into AI’s potential, but are they also properly weighing the risks? Learn more by clicking the link below: