Investment Research Copilot

AI helps investment teams analyze investment information and support security selection and macro-investment research.

Business impact

• Research throughput — The evidence shows the system is used to analyze investment information at scale, but it does not provide a numeric improvement.
• Decision support quality — The tools are used to inform security selection and macro-investment research, but no quantified accuracy or return figure is given.

Data requirements

• Investment information (text) — The system analyzes investment information used in research.

AI methods and techniques

• Machine learning — Used to analyze investment information and support research work.
• Large language models — Used alongside machine learning in the investment process to inform research and selection.

Industries

Real-world evidence

1 documented case study on record.

Companies using this: BlackRock.