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

AI is transformative, but are investment portfolios too dependent on it?

AI is transformative, but are investment portfolios too dependent on it?

'In a market dominated by a single narrative, looking beyond today's leaders is not a contrarian stance'

Nisha Thakrar
clock 27 July 2026 • 4 min read
Saturn targets £800 advice journey with AI operating system

Saturn targets £800 advice journey with AI operating system

‘Project OS’ set to launch in September

Isabel Baxter
clock 24 July 2026 • 2 min read
Why advisers must warn divorcing clients about AI-generated assumptions

Why advisers must warn divorcing clients about AI-generated assumptions

‘The risks can be particularly serious where significant wealth is involved’

Simon Bassett
clock 20 July 2026 • 3 min read