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  • AI in funds management: Hype vs reality and what advisers should know
    2026/08/18

    In the first episode of The Investment Researcher, Zenith Investment Partners' Ethan Spiegel (Senior Investment Analyst) and Bradley Antman (Investment Analyst) in our Growth Team look past the hype to explain how investment managers are really using AI, drawing on conversations across the roughly 650 Australian equity, global equity, listed infrastructure and listed property funds and ETFs they cover.

    They walk through six ways AI is showing up in investment processes today, from drafting and document summarisation through to signal testing in quantitative strategies, and explain why fundamental and quantitative managers are applying the technology so differently. They also take on the question advisers most want answered: is AI generating returns, or mostly making research and operations faster? Plus, how Zenith tests managers on AI during due diligence, and what advisers should be asking their own managers about tooling, proprietary insight and team composition.

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    28 分