Asset Managers seek ways to provide (institutional) investors with tailored solutions, to better differentiate in the market, and to increase investment product output and efficiency. It is essential for investors and asset managers to leverage market trends and innovation for distinguished and transparent investments - and to capitalize on topics that move markets and provide potential of exceptional performance. While macro research provides insight into themes, analysts need to identify the right investment opportunities. It can be quite challenging to close this gap between “macro buzzwords” and detailed fundamental analysis.
Invested in Applied Innovation
In the first presentation, Evelyne Pflugi of The Singularity Group, will provide real world insights into how to invest in applied innovation. Everybody is talking about innovation and technology, a lot of market noise, media hype, and many buzzwords surround this topic. Is there a way to identify actual innovation? To separate the Nokias and Netscapes from the Apples and Googles? And what is "true innovation" at all? In the Singularity Group's (TSG) belief, technologies that have successfully been integrated in business models can create value and show viability. Applied innovation is a good measure of true innovation. The challenge is: How can we identify applied innovation? TSG's strategy puts Think Tank-fueled analysis before opinion, and fundamentals before market manipulation. To make the most out of their proprietary data set, TSG leverages an AI system. This methodology combines the best of human and Artificial Intelligence. While thematic approaches mostly follow trends and customer demand, an applied innovation portfolio covers many themes on a continuous basis and by default - it sees innovation as a constant and not as a cyclical phenomenon, it also means staying ahead of the time instead of missing out or being too late to the game.
In more detail, Evelyne will discuss:
● What is applied innovation?
● The Singularity Strategy - a Think Tank-led and data-fueled approach
● Singularity Sectors - covering innovation as a constant
● Singularity Score - investment universe and innovation scoring
● Key facts and performance
AI in Thematic Asset Management – Closing the “Insights Gap”
The second presentation will provide insights into how Artificial Intelligence supports Thematic Investing strategies.
Alexander Stumpfegger, Chief Sales Officer of CID and TSG Think Tank Member, will discuss:
● Artificial Intelligence drives up efficiency and scalability in portfolio management
● Qualitative data analysis effectively links macro research insights with fundamental and quantitative investment strategies
● “Deep thematic analysis” better leverages the performance potential of innovation, trends, and new business models
● A better, more comprehensive use of data drives storytelling, increases transparency, and supports business development
We will reserve sufficient time for Q&A and discussion. Please join us for this exciting exchange on hands-on investing in applied innovation and how AI can support asset managers drive up product output and gain efficiencies.
Key Learning Objectives
- Capitalize on innovation by finding where it happens, not only in the tech sector
- Leverage expert insight and fundamental data to invest in applied innovation, not buzzwords
- Close the “insights gap” between macro research and portfolio management by enriching quantitative and fundamental strategies with qualitative data insights
- Increase efficiency and scalability with self-service, no-code tools for portfolio managers, sales, and institutional clients
Target Audience
- Chief Investment Officer
- Head of Chief Investment Office
- Head of Portfolio Management
- Head of Thematic Investing / Equity
- Head of Asset Management (Research)
- Head Institutional at Global Asset Management
- Head of Asset Management Research Technology
- Head of Relationship Management
- Relationship Manager, Client Advisor, Investment Advisor
- Family Offices, UHNWIs, HNWIs
- Decision makers at pension funds, insurances, private banks and other institutional firms
