One of the most prolific topics of 2024 is how and to what extent the investment community and corporate issuers are leveraging artificial intelligence to augment their investment processes and IR functions, respectively.
Indeed, the investor relations industry is experiencing a renaissance, as more and more corporations are appreciating the value and impact IR has on company valuation and thus investing. As many IR departments are 1- to 2-people deep, AI can be a game changer in terms of efficiency and productivity. And the same can be said for active investing, which requires a comprehensive, often manual research approach.
In March, we shared with you preliminary thought leadership on AI through a two-part series. We’re excited to now present the complete thesis in our inaugural Artificial Intelligence Survey white paper. This comprehensive report synthesizes our earlier research and provides interesting new perspectives.
AI-Enhanced Active Decision-Making is Creating a Premium on Human Connectivity
Asset managers are adopting a range of AI technologies, but the human element remains pivotal for engendering trust in the investment opportunity and building relationships
Proactive Adaptation and AI Literacy are Crucial
Corporates must proactively adapt to the rapidly advancing AI landscape by developing AI literacy
Customized AI Platforms for Secure, In-House Use in Collaboration with IT and Legal are a Burgeoning Theme
Working closely with IT and Legal departments, IR professionals can explore the development of “closed loop” AI systems
Prep for Earnings Calls Leveraging AI is a New Device in the IR Toolkit
IR teams can use AI tools like ChatGPT to refine management prepared remarks, support Q&A development, and check for alignment and disconnects
The Next Generation of Analysis is on Your Doorstep; Embrace it Responsibly
Next-gen analysis tools powered by AI are redefining how corporates approach complex tasks and strategic planning
Investor Inquiries on AI Utilization are Growing
As AI is increasingly integrated into investor research and active decision-making as well as corporate operations and investor relations, investor inquiries as to how companies are adopting and leveraging AI technologies are growing
AI Positioning Statements are an Effective Way to Anchor Investors Beyond the Buzz Words and Set the Record Straight
AI as a topic on earnings calls has exploded over the past two years – our analysis on company communications identifies seven core elements of best-in-class AI positioning statements