重新思考投资管理中的人工智能

Leveraging tangible AI approaches to transform your firm. Table of Contents A New Phase for AI in Investment Management Elevating Human Potential in Investment Management Realizing AI Benefits to Elevate Operations Cheat Sheet: Three Ways Investment Firms Using AI Are Thriving Closing: AI Is More Than Technology A new phase for AI ininvestment management. To remain competitive and relevant, teams need to pivot to respond touncertainty and volatility. Yet, financial teams are struggling with managingtheir firm’s growth with impeded or aged back-office processes and systems. Investment management firms are at a critical inflection point when it comesto AI adoption. With operating costs up 80% since 2010, firms must transformtheir cost structures to improve performance, boost efficiency, and increase •Management contends with the need to refine and hone their valuecreation strategies with ad hoc analysis across business entities •Finance teams are encumbered with patchworked systemsacross businesses to gain status of profitability and determine Compared to other industries, investment management has already builtmomentum through technologies that leverage AI or are “AI-adjacent,” suchas portfolio construction, sentiment and predictive analysis, and automated •HR teams are seeking to define the most competitive compensationpackages with equity grants as well as succession plans to bolster •Operations and risk teams are contending with ongoing compliancedemands that pull dedicated resources from strategic projects to meet •IT is working around the clock to enable all of these business flows withagility across the firm—within budget and with minimal headcount Today’s challenges and how they are often addressed are still deeplyhuman. Firms are contending with a myriad of talent issues—from buildingout succession plans aimed at assuaging investors to upskilling team •Investors seek consistent delivery of value and greater transparency,which translates into more people hours dedicated to the pursuit of These factors highlight the widespread importance of what investmentmanagement firms need AI to do for them next. They need it to empowertheir people—from executives to portfolio managers, finance and operations Welcome to the era of humansempowered by AI. Case study snapshot: Franklin Templeton. The mission—and the opportunity—for investment firms today is to leverageexisting momentum with AI to reframe their operations with new approachesto talent and finance. Firms that make this pivot will lead their market, Challenge:Franklin Templeton needed to unify its global financial systems, align themwith HR, and manage complex acquisitions at scale. And they’ll do it using next-generation AI designed with the goal of deliveringtangible business outcomes. The remaining chapters in this guide walk youthrough how to realize this new phase of AI to transform your talent and finance Solution:With Workday Financial Management and our AI, Workday Illuminate™, FranklinTempleton integrated HR and finance systems, streamlined data processes, and enabledAI-powered reporting and analysis. Business value:The firm now saves 125 hours per month on routine tasks and empowersits teams to make faster, better decisions that drive operational performance. of financial firms expect AI to deliver majorvalue within 5 years, while only 2% see ithappening in 20252 Elevating humanpotential in investmentmanagement. A 2025 World Economic Forum report noted that financial services firms areuniquely positioned to leverage advancements in AI because of their data-richand language-intensive environments. As firms increasingly adopt generative The key word there is “opportunities” because leading investment firmsare leveraging human capabilities to focus on higher-value, strategiccontributions while AI is overseeing routine, manual tasks that used toabsorb these critical resources. Teams can now spend more time pursuing As AI moves across the firm, its impact becomes increasingly human-centric.The most critical applications are no longer about speed or accuracy, This leads to a central truth about AI adoption—it’s not just about automation;it’s about activating human thought and capabilities at scale. AI is helpingfirms turn workforce potential into business performance by improving talent As AI moves across the firm, its impact becomesincreasingly human-centric. The most criticalapplications are no longer about speed oraccuracy, but rather, about enabling people to These value-added activities are instrumental as companies try to differentiatethemselves and innovate in contexts of upheaval and constant change.Therefore, investment firms are wise to think of AI not just in terms of numbers A day in the life: Visualizing the realbenefits of AI to a people manager. With AI functionality influencing day-to-day operations, previously laborioustasks and distractions are shrinking. As a result, organizations see quantifiableg