Artificial Intelligence Survey:
AI’s Impact on the Investment Process and Investor Relations

Based on a survey of 116 global investment community professionals about AI in their investment process and 46 investor relations professionals regarding AI use across their company, we identified several key themes: 

• While AI adoption is in its infancy, there is interest and early-stage implementation in both investment processes and IR functions
• Investment community and corporate issuers identify clear use cases and benefits to augment workflows
• Common challenges dragging on adoption identified – namely novelty, privacy, and complexity
• AI governance protocols are in the early stages, though roughly one-third indicate firm- and company-level restrictions
• The intersection between AI and IR is coming into focus: IR professionals are actively upskilling and in conversation with IT departments