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

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), ...