The AI advantage in fund selection: Four ways it can support advisers

AI agents and the future of fund selection

clock • 5 min read

Patrick Jones says AI has the potential to support advisers across four key areas of fund research and portfolio oversight...

For advisers who manage their own model portfolios, fund selection and ongoing oversight can be one of the most time-consuming parts of the investment process. The investable universe continues to grow, data is scattered across multiple sources, and the pace of change in markets shows no sign of slowing. Advisers therefore face a constant trade-off. Time spent on fund research, portfolio monitoring and documentation is time not spent with clients. Yet these activities are essential for delivering consistent results and meeting regulatory expectations. Artificial intelligence (AI), ...

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