{"id":690,"date":"2025-08-27T11:30:19","date_gmt":"2025-08-27T15:30:19","guid":{"rendered":"https:\/\/finaixcorp.com\/2025\/08\/27\/could-ai-offer-investors-a-steady-hand-amid-times-of-uncertainty\/"},"modified":"2025-08-27T11:30:19","modified_gmt":"2025-08-27T15:30:19","slug":"could-ai-offer-investors-a-steady-hand-amid-times-of-uncertainty","status":"publish","type":"post","link":"https:\/\/finaixcorp.com\/fr\/2025\/08\/27\/could-ai-offer-investors-a-steady-hand-amid-times-of-uncertainty\/","title":{"rendered":"Could AI offer investors a steady hand amid times of uncertainty?"},"content":{"rendered":"[vc_row type=\u00a0\u00bbin_container\u00a0\u00bb full_screen_row_position=\u00a0\u00bbmiddle\u00a0\u00bb column_margin=\u00a0\u00bbdefault\u00a0\u00bb column_direction=\u00a0\u00bbdefault\u00a0\u00bb column_direction_tablet=\u00a0\u00bbdefault\u00a0\u00bb column_direction_phone=\u00a0\u00bbdefault\u00a0\u00bb scene_position=\u00a0\u00bbcenter\u00a0\u00bb bottom_padding=\u00a0\u00bb50″ bottom_padding_tablet=\u00a0\u00bb50″ bottom_padding_phone=\u00a0\u00bb25″ text_color=\u00a0\u00bbdark\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb row_border_radius=\u00a0\u00bbnone\u00a0\u00bb row_border_radius_applies=\u00a0\u00bbbg\u00a0\u00bb overflow=\u00a0\u00bbvisible\u00a0\u00bb overlay_strength=\u00a0\u00bb0.3″ gradient_direction=\u00a0\u00bbleft_to_right\u00a0\u00bb shape_divider_position=\u00a0\u00bbbottom\u00a0\u00bb bg_image_animation=\u00a0\u00bbnone\u00a0\u00bb gradient_type=\u00a0\u00bbdefault\u00a0\u00bb shape_type=\u00a0\u00bb\u00a0\u00bb][vc_column column_padding=\u00a0\u00bbno-extra-padding\u00a0\u00bb column_padding_tablet=\u00a0\u00bbinherit\u00a0\u00bb column_padding_phone=\u00a0\u00bbinherit\u00a0\u00bb column_padding_position=\u00a0\u00bball\u00a0\u00bb column_element_direction_desktop=\u00a0\u00bbdefault\u00a0\u00bb column_element_spacing=\u00a0\u00bbdefault\u00a0\u00bb desktop_text_alignment=\u00a0\u00bbdefault\u00a0\u00bb tablet_text_alignment=\u00a0\u00bbdefault\u00a0\u00bb phone_text_alignment=\u00a0\u00bbdefault\u00a0\u00bb background_color_opacity=\u00a0\u00bb1″ background_hover_color_opacity=\u00a0\u00bb1″ column_backdrop_filter=\u00a0\u00bbnone\u00a0\u00bb column_shadow=\u00a0\u00bbnone\u00a0\u00bb column_border_radius=\u00a0\u00bbnone\u00a0\u00bb column_link_target=\u00a0\u00bb_self\u00a0\u00bb column_position=\u00a0\u00bbdefault\u00a0\u00bb gradient_direction=\u00a0\u00bbleft_to_right\u00a0\u00bb overlay_strength=\u00a0\u00bb0.3″ width=\u00a0\u00bb1\/1″ tablet_width_inherit=\u00a0\u00bbdefault\u00a0\u00bb animation_type=\u00a0\u00bbdefault\u00a0\u00bb bg_image_animation=\u00a0\u00bbnone\u00a0\u00bb border_type=\u00a0\u00bbsimple\u00a0\u00bb column_border_width=\u00a0\u00bbnone\u00a0\u00bb column_border_style=\u00a0\u00bbsolid\u00a0\u00bb][vc_row_inner column_margin=\u00a0\u00bbdefault\u00a0\u00bb column_direction=\u00a0\u00bbdefault\u00a0\u00bb column_direction_tablet=\u00a0\u00bbdefault\u00a0\u00bb column_direction_phone=\u00a0\u00bbdefault\u00a0\u00bb bottom_padding=\u00a0\u00bb10″ bottom_padding_tablet=\u00a0\u00bb5″ bottom_padding_phone=\u00a0\u00bb5″ text_align=\u00a0\u00bbleft\u00a0\u00bb row_position=\u00a0\u00bbdefault\u00a0\u00bb row_position_tablet=\u00a0\u00bbinherit\u00a0\u00bb row_position_phone=\u00a0\u00bbinherit\u00a0\u00bb overflow=\u00a0\u00bbvisible\u00a0\u00bb pointer_events=\u00a0\u00bball\u00a0\u00bb][vc_column_inner column_padding=\u00a0\u00bbno-extra-padding\u00a0\u00bb column_padding_tablet=\u00a0\u00bbinherit\u00a0\u00bb column_padding_phone=\u00a0\u00bbinherit\u00a0\u00bb column_padding_position=\u00a0\u00bball\u00a0\u00bb column_element_direction_desktop=\u00a0\u00bbdefault\u00a0\u00bb column_element_spacing=\u00a0\u00bbdefault\u00a0\u00bb desktop_text_alignment=\u00a0\u00bbdefault\u00a0\u00bb tablet_text_alignment=\u00a0\u00bbdefault\u00a0\u00bb phone_text_alignment=\u00a0\u00bbdefault\u00a0\u00bb background_color_opacity=\u00a0\u00bb1″ background_hover_color_opacity=\u00a0\u00bb1″ column_backdrop_filter=\u00a0\u00bbnone\u00a0\u00bb column_shadow=\u00a0\u00bbnone\u00a0\u00bb column_border_radius=\u00a0\u00bbnone\u00a0\u00bb column_link_target=\u00a0\u00bb_self\u00a0\u00bb overflow=\u00a0\u00bbvisible\u00a0\u00bb gradient_direction=\u00a0\u00bbleft_to_right\u00a0\u00bb overlay_strength=\u00a0\u00bb0.3″ width=\u00a0\u00bb1\/1″ tablet_width_inherit=\u00a0\u00bbdefault\u00a0\u00bb animation_type=\u00a0\u00bbdefault\u00a0\u00bb bg_image_animation=\u00a0\u00bbnone\u00a0\u00bb border_type=\u00a0\u00bbsimple\u00a0\u00bb column_border_width=\u00a0\u00bbnone\u00a0\u00bb column_border_style=\u00a0\u00bbsolid\u00a0\u00bb][vc_column_text css=\u00a0\u00bb\u00a0\u00bb text_direction=\u00a0\u00bbdefault\u00a0\u00bb]A recent survey by Mercer found nine out of 10 investment managers are currently using or planned to use AI in their investment processes.<\/strong><\/p>\n

By Lauren Bailey<\/strong><\/em><\/p>\n

In a global marketplace rife with uncertainty, artificial intelligence tools and their ability to more efficiently mine data, may just be the lifeboat institutional investors need to navigate these uncharted waters.<\/p>\n

A recent survey by Mercer found nine out of 10 investment managers are currently using or planned to use AI in their investment processes. It found use of AI across investment strategies and research has expanded far beyond the traditional \u2018quant\u2019 cohort, with nearly all (91%) managers noting they\u2019re currently using (54%), or planning to (37%) use, AI within their investment strategy or asset class research.<\/p>\n

The question isn\u2019t whether they should be leveraging these tools, it\u2019s where they can extract the most value in their adoption. Indeed, these tools can help fundamental managers identify assets to invest in, said\u00a0Russ Goyenko, associate professor of finance with McGill University\u2019s Desautels Faculty of Management and president and co-founder of Finaix, an AI-driven asset management company.<\/p>\n

One of the biggest benefits to these tools is that, in times of uncertainty, when markets are reacting to shifting reality on the ground, they\u2019re built to provide guidance on the best possible outcomes in any economic environment, he added. \u201cThese models are very powerful; in a sense, they\u2019re built to be more precise and with less [tendency to] overreact as a human might.\u201d<\/p>\n

For example, Finaix\u2019s AI tool does 100% of the stock selection. In early February, the outlook on the ground seemed bleak, given the tariff uncertainty and whispers of a looming recession. But the AI model signaled the team should hold their clients\u2019 positions, seeing through the volatility to recognize potential for growth over the medium to long-term. Goyenko said it was a good decision because the market rallied mid-March after sustaining weeks of losses.\u00a0A\u00a0couple weeks later, he said the tool adjusted its analysis, pointing to higher volatility and significant slowdown in growth across the U.S. stock market, suggesting a shift from growth to quality large-cap stocks.<\/p>\n

\u201cIt\u2019s a very good, effective tool, to identify what you face [during] huge uncertainty. What these models do is basically analyze [historical] levels of volatility and new shocks from different sources and . . . how this risk metric structure shifted recently. It compares it to the past. It doesn\u2019t look at sentiment, it just looks at the pure quantitative data.\u201d<\/p>\n

 <\/p>\n

Risks<\/strong><\/p>\n

However, Mercer\u2019s study also found the most-cited barriers for managers in unlocking the technology\u2019s full potential were data quality and availability, followed by concerns around integration and compatibility, as well as ethical and legal considerations. Risk associated with divergent regulation was another significant concern for nearly half of respondents.<\/p>\n

During a panel session in Davos, Switzerland, in early January, Carlos Rangel, chief investment officer of the W.K. Kellogg Foundation, urged investment managers to consider the voices present at the table helping inform some of their design choices as they build AI solutions and develop their capacity.<\/p>\n

Bias can be introduced in the development of these tools, said Mohammad Rasouli, a researcher at Stanford University and founder and chief executive officer of AIx2, noting their purpose is to turn unstructured data into clean data that helps institutional investors find the alpha and run due diligence.<\/p>\n

\u201cMachine learning is looking at the representation in the history . . . to find the best action to take now and in the future. It\u2019s very easy, even for a non-technical person, to see that you are relying on that historical distribution representation. What if the future is not similar to the past distribution? What if your data that you collected for distribution was biased?\u201d<\/p>\n

He pointed out that, depending on the historical data analyzed, AI models could introduce bias in their own price positions and that of other assets. As well, he said some niche events could have been excluded from the historical data and may need to be synthetically added to the distribution of the data for unbiased representation of the future. This is just one reason why human oversight of these tools is necessary and will be for some time.<\/p>\n

Goyenko agreed with this sentiment, noting, for now, human oversight through controlled applications is important. \u201cDo your human oversight while building and training the model, but once deployed live, get out of the way. Right now, it\u00a0uses more information than humans can process. Let it do what you train it to do.\u201d<\/p>\n

In 2024, the Canada Pension Plan Investment Board\u2019s Insights Institute and the World Economic Forum jointly published a Responsible AI Playbook, which noted that ensuring AI applications are deployed in an honest, helpful and harmless manner, is \u201can important step for enhancing risk-adjusted returns and positioning businesses for success.\u201d<\/p>\n

It pointed to education as a barrier to responsible use, noting stakeholders must invest in continuous learning to keep pace with AI advancements, including executive education, forums for investor dialogue, and public awareness initiatives.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner column_margin=\u00a0\u00bbdefault\u00a0\u00bb column_direction=\u00a0\u00bbdefault\u00a0\u00bb column_direction_tablet=\u00a0\u00bbdefault\u00a0\u00bb column_direction_phone=\u00a0\u00bbdefault\u00a0\u00bb bottom_padding=\u00a0\u00bb10″ bottom_padding_tablet=\u00a0\u00bb5″ bottom_padding_phone=\u00a0\u00bb5″ text_align=\u00a0\u00bbleft\u00a0\u00bb row_position=\u00a0\u00bbdefault\u00a0\u00bb row_position_tablet=\u00a0\u00bbinherit\u00a0\u00bb row_position_phone=\u00a0\u00bbinherit\u00a0\u00bb overflow=\u00a0\u00bbvisible\u00a0\u00bb pointer_events=\u00a0\u00bball\u00a0\u00bb][vc_column_inner column_padding=\u00a0\u00bbno-extra-padding\u00a0\u00bb column_padding_tablet=\u00a0\u00bbinherit\u00a0\u00bb column_padding_phone=\u00a0\u00bbinherit\u00a0\u00bb column_padding_position=\u00a0\u00bball\u00a0\u00bb column_element_direction_desktop=\u00a0\u00bbdefault\u00a0\u00bb column_element_spacing=\u00a0\u00bbdefault\u00a0\u00bb desktop_text_alignment=\u00a0\u00bbdefault\u00a0\u00bb tablet_text_alignment=\u00a0\u00bbdefault\u00a0\u00bb phone_text_alignment=\u00a0\u00bbdefault\u00a0\u00bb background_color_opacity=\u00a0\u00bb1″ background_hover_color_opacity=\u00a0\u00bb1″ column_backdrop_filter=\u00a0\u00bbnone\u00a0\u00bb column_shadow=\u00a0\u00bbnone\u00a0\u00bb column_border_radius=\u00a0\u00bbnone\u00a0\u00bb column_link_target=\u00a0\u00bb_self\u00a0\u00bb overflow=\u00a0\u00bbvisible\u00a0\u00bb gradient_direction=\u00a0\u00bbleft_to_right\u00a0\u00bb overlay_strength=\u00a0\u00bb0.3″ width=\u00a0\u00bb1\/1″ tablet_width_inherit=\u00a0\u00bbdefault\u00a0\u00bb animation_type=\u00a0\u00bbdefault\u00a0\u00bb bg_image_animation=\u00a0\u00bbnone\u00a0\u00bb border_type=\u00a0\u00bbsimple\u00a0\u00bb column_border_width=\u00a0\u00bbnone\u00a0\u00bb column_border_style=\u00a0\u00bbsolid\u00a0\u00bb][vc_column_text css=\u00a0\u00bb\u00a0\u00bb text_direction=\u00a0\u00bbdefault\u00a0\u00bb]This article was originally published by Markets Group<\/strong> on March 31, 2025.
\nClick here to read the original version.<\/strong><\/a>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]\n","protected":false},"excerpt":{"rendered":"

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