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

Carlyle emerges as buyer in Intelliflo takeover deal – report

Carlyle emerges as buyer in Intelliflo takeover deal – report

Private equity group Carlyle secures ownership of Intelliflo

Sahar Nazir
clock 20 August 2025 • 3 min read
As advisers are zigging to AI, how do you zag?

As advisers are zigging to AI, how do you zag?

'Be visible. Be local. Be helpful before you’re needed'

Harry Webster
clock 14 August 2025 • 4 min read
AI in financial services: Hype, hope, or a bit of both?

AI in financial services: Hype, hope, or a bit of both?

'It's important to maintain a healthy dose of scepticism and here's why...'

Doug Boyce
clock 06 August 2025 • 4 min read