Agentic AI for Portfolio Management
Präsentation
vom 21. Januar 2026
Members Only
AI agents augment professionals, freeing them to focus on strategy, critical decision-making, and oversight. However, significant investments in this technology often struggle to deliver the anticipated ROI. In our event the current state of agentic AI adoption in investment management will be challenged, showing how innovative firms can use new technologies and applications in their investment processes. We will present prototypes demonstrating agentic AI’s role in investment research, portfolio management, and risk management, while inviting attendees to share insights and join discussions on future operations.
Key topics include:
- Agentic AI 101 – from pilots to flight plans
- Agentic AI applications for enhancing investment processes
- Discussion: participants are encouraged to share their personal experiences and viewpoints regarding the adoption of agentic AI.
Please note that the presentation must not be shared.
