From the course: The Future of AI for Finance and Accounting
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Portfolio management, trading, and investments
From the course: The Future of AI for Finance and Accounting
Portfolio management, trading, and investments
- When it comes to finance, you don't get much closer to the money than portfolio management, trading, and investments. These are all critical jobs designed to generate financial returns and manage financial risks. So how can AI help? Well, first off, AI can enhance portfolio management, which is the way in which investments are managed as a group, often across companies, industries, and regions. With advanced tools for asset allocation, risk management, and personalization, AI can automate how portfolios of investments are created. It can even rebalance those investments based on market conditions, risk tolerance, and individual goals. That last piece, individual goals, is particularly important. Here's why. I've been a Certified Financial Planner since 2010, and since then, understanding, assessing, and managing individual risks has become much more important, especially when giving investment advice to retail clients. AI has changed trading a lot over the past 20 years in two big…
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