IA Webinar: Quality AI in Investment Management
Description
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WHY ATTEND
Are you ready to harness the power of Artificial Intelligence whilst ensuring quality and mitigating risks in your investment management processes?
The Investment Association invites its members to an exclusive webinar focused on applying proven quality frameworks to the deployment of AI in investment management. In this dynamic session, you will gain actionable insights and practical tools to confidently navigate the evolving AI landscape.
Why Attend?
- Understand the Stakes: Explore core investment management processes where AI is being implemented, uncover potential failure modes like data bias and model drift, and gain a clear picture of the risks involved.
- Discover Proven Frameworks: Learn how established quality competencies from the Chartered Quality Institute and the DMAIC (Define, Measure, Analyse, Improve, Control) lifecycle can provide a structured approach to AI quality assurance.
- See Real-World Application: Examine an investment management case study showcasing the practical application of quality methods and the resulting impact on key performance indicators.
- Gain Actionable Tactics: Walk away with best practices and tools, including prioritisation matrices, governance operating models, and insights into essential organisational roles.
- Address Your Concerns: Participate in live Q&A to get your specific questions answered by the experts.
Learning Takeaways:
By attending this webinar, you will be able to:
- Recognise the critical importance of AI quality within the investment management sector.
- Understand how to apply established quality frameworks to the AI lifecycle in your organisation.
- Identify key risks associated with AI deployment in investment management and strategies for mitigation.
- Gain practical knowledge of best practices and tools for ensuring AI quality.
- Learn from a real-world case study demonstrating the impact of quality methods on AI initiatives.
SPEAKERS
John Paul Danaee, Director of Project Management and Quality at equitably.ai.
John Paul Danaee specialises in application of proven quality methods to de-risk and maximise the impact of AI including AI use case and business case development, AI impact assessment, AI risk management and AI programme design and governance. He regularly speaks and writes about AI. He has delivered webinars for Department for Business & Trade, moderated AI panels for Bayes Business School and has been commissioned by editor of Quality World Magazine to write “a practical guide for using quality competencies in enterprise artificial intelligence: how quality can reduce risks and maximise the impact of artificial intelligence”.
He has 30+ years of experience combining investments, performance improvement and marketing across asset management, financial services and technology internationally (UK, Australia, US, Europe etc.). His investment expertise includes roles covering company stock exchange listings (IPOs) and private equity in HSBC Group and KPMG. He has a master’s in finance and investments and has conducted research into mid-market private equity at Bayes Business School, City University of London, supported by the British Private Equity & Venture Capital Association (BVCA).
He views AI through the prism of performance improvement where he has delivered some 20 enterprise-wide improvement projects and initiatives in companies including mid-market private equity portfolio companies and companies of HSBC Group internationally. He practises agile principles, is certified in LEAN Six Sigma as a Master Black Belt coach and has been admitted as a Chartered Quality Professional by the Chartered Quality Institute.
James King, Senior Policy Adviser, The Investment Association
James King is the Senior Policy Adviser at the Investment Association responsible for operational resilience, cyber resilience and technology.
AGENDA
- Welcome & Objectives: Understand why "Quality of AI" matters now in investment management and preview key takeaways. Participate in a quick Zoom poll (“Your top AI quality concern?”).
- AI in Investment Management: Core Processes, AI Use Cases and Risks: Explore AI applications in portfolio construction, risk forecasting, and trade execution. Learn about potential pitfalls such as data bias and opaque decision-making, illustrated with industry trends. Review a 2-slide “heatmap” of common AI risks.
- Proven Quality Frameworks Available for AI Deployments: Discover the Professional Quality Competencies from the Chartered Quality Institute and the DMAIC framework tailored for the AI lifecycle in investment management. See a live demo showcasing data quality dashboards.
- Investment Management Case Study: Where Quality Methods Have Been Applied: Learn from a real-world case study demonstrating the tangible benefits of applying quality methods in an investment management setting. See "before/after" KPIs.
- Best Practices & Tools: Equip yourself with actionable tactics and explore tools for prioritisation, governance, and defining organisational roles. Discover resources in the “AI Quality Toolkit,” including open-source and commercial options.
- Q&A & Wrap-Up: Get your questions answered in a live Q&A session. Recap the top 3 takeaways and find out about further resources. Participate in a final poll: “Which quality practice will you adopt first?”.
WHO SHOULD ATTEND
This webinar is designed for professionals in the investment management industry, including those in:
- Senior Management
- Data Science Teams
- Risk Management
- Operations
- Compliance