Share Your Expertise: AI & Machine Learning in Portfolio Management
This research project explores how portfolio managers in the U.S. financial sector integrate machine learning and artificial intelligence decision-support tools.
About the Research
This research project explores how portfolio managers in the U.S. financial sector integrate machine learning (ML) and artificial intelligence (AI) decision-support tools into their investment practices.
We are seeking professional perspectives on how these technologies are shaping the future of investing and improving investment outcomes.
Your insights help define industry best practices for AI integration.
U.S. Professionals
Open to those currently located in the United States.
Remote Session
45–60 minute interview conducted via Zoom or phone.
Confidentiality
Your identity and organization will remain strictly confidential.
Professional Impact
Your insights help define industry best practices for AI integration.
Benefits & Professional Impact
Participants contribute to a deeper understanding of how AI tools are reshaping the financial industry. Findings may help inform future implementation strategies and training for financial institutions.
What to Expect
Eligibility Screen
A brief questionnaire to confirm your professional background.
Verification Call
A short phone check-in prior to the interview.
Expert Interview
An audio-recorded discussion regarding your experience with AI/ML tools.
Who Can Participate
Currently employed as a portfolio manager or in a similar investment management role.
Minimum of 3 years of professional experience in portfolio management.
Direct experience with AI or ML-based decision-support tools.
Fluent in English and currently based in the U.S..
Eligibility Screener
Confirm your professional background to proceed.
Frequently Asked Questions
How is my identity protected?
What is the purpose of the verification call?
Participate in Research
Definition of industry best practices for AI integration depends on expert professional perspectives.
