Advocacy Talking Points 15 September 2021
The Roadmap for AI and Big Data Adoption in Investments
Webinar presented by CFA Institute
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Incorporating artificial intelligence and big data techniques in the investment process is critical for the success of the future investment firms and investment professionals alike. And yet, many are struggling to find out where to begin and what to do to prepare themselves for the inevitable change. These are the questions that we address in the T-shaped teams report and in the webinar. Specifically, we discuss how investment organizations build T-shaped teams to connect the investment and technology functions for success.
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Larry Cao, CFA, is senior director of industry research at CFA Institute. He conducts original research with a focus on investment industry trends and investment expertise. Mr. Cao’s current research interests include multi-asset strategies and fintech. He frequently speaks at industry conferences on these topics and has more than 20 years of experience in the investment industry. Mr. Cao started his career at the People’s Bank of China as a US dollar fixed-income portfolio manager. He has worked at HSBC as senior manager for the Asia-Pacific region; Munder Capital Management, managing US and international equity portfolios; and Morningstar/Ibbotson Associates, managing multi-asset investment programs for a global financial institution clientele. Mr. Cao has been interviewed by a wide range of business media, including Bloomberg, CNN, the Financial Times, South China Morning Post, and the Wall Street Journal. He pursued graduate studies at Harvard University and was a visiting scholar at MIT.