Real-time evaluation: Let AI be your portfolio's personal trainer

Technology is transforming the landscape of portfolio management

clock • 3 min read

Tony Wilkinson explores AI through the lens of portfolio management

In the world of finance, managing investment portfolios bears a striking resemblance to managing one's health. Often, individuals discover their financial ailments when it's too late, mirroring the reluctance many exhibit towards seeking medical help until a condition becomes debilitatingly severe. Just as preventative healthcare emphasises the importance of proactive measures to maintain wellbeing, the realm of investment portfolios benefits immensely from automated health checks, carried out by artificial intelligence (AI). Traditionally, risk management involved laboriously coll...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

'In the AI era, neurodivergence is more valuable than ever'

'In the AI era, neurodivergence is more valuable than ever'

'The design and training of AI systems inherently favour consistency and predictability'

Phillip Wickenden
clock 16 June 2025 • 5 min read
Majority of investors believe ChatGPT could provide 'reliable' financial advice

Majority of investors believe ChatGPT could provide 'reliable' financial advice

ChatGPT usage among younger investors rises to 70%

Isabel Baxter
clock 16 June 2025 • 2 min read
AI and data integration critical to tackling adviser capacity crunch

AI and data integration critical to tackling adviser capacity crunch

Dynamic Planner’s Rowan Whittington and M&G’s Chris Hudson urge advisers to prioritise integration

Sahar Nazir
clock 11 June 2025 • 3 min read