Nordic Financial Solutions Oy

AI is making it materially easier for portfolio managers to express an investment outcome in natural language rather than working through the complexities of optimizer settings, data mappings, objective-function menus, or lines of code.

Portfolio construction is entering a new phase. Over the past several decades, much of the innovation in portfolio construction has focused on the mathematics: richer objectives, more realistic measures of risk, increasingly sophisticated constraints, transaction costs, taxes, multi-asset class portfolios, and multi-period investment decisions. Those advances have made the underlying machinery much more powerful.

Artificial intelligence has quickly moved from experimentation to execution across financial institutions.