A map of Human + AI Investment Decision-Making
Investment Parameters
Humans
- Set goals and constraints
- Integrate ESG frame
Gen AI
- Suggest alternative frames
- Sustainability gap analysis
Investment Theses
Humans
- Propose macro hypotheses
- Incorporate geopolitical risk
Gen AI
- Identify emergent trends
- Test robustness
Asset Allocation
Humans
- Framing
- Risk assessment
Gen AI
- Model alternatives
- Identify novel risk scenarios
Sector Analysis
Humans
- Strategic analysis
- Factor identification
Gen AI
- Simulate industry evolution
- Challenge analyses
Investment Selection
Humans
- Set parameters
- Comprehensive evaluation
Gen AI
- Predictive analytics
- Filter and surface options
Due Diligence
Humans
- Qualitative assessment
- Assess portfolio fit
Gen AI
- Quantitative analysis
- Identify non-obvious risks
Decision
- Apply analytic inputs and judgment
- Integrate stakeholder input
- Red-teaming
- What-if analyses