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alth Management

Predicting Market Risk with AI – with Francis Geeseok Oh of Qraft Technologies
Interview | Article

Predicting Market Risk with AI – with Francis Geeseok Oh of Qraft Technologies

BySharon Moran March 1, 2023February 27, 2023

Traditional investors have several mechanisms for achieving their desired portfolio risk level. One of the most common methods involves the use of correlations. The more well-known 60/40 and 80/20 models…

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Two Use-Cases of AI in Wealth Management – with Nirupam Sarkar of Fidelity Investments
Article

Two Use-Cases of AI in Wealth Management – with Nirupam Sarkar of Fidelity Investments

ByNicholas Denittis November 28, 2022December 9, 2022

The advent of big data and the promise of AI signal a revolution in efficiency for wealth managers. Wealth management is “all about the numbers,” and AI technology can uncover…

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