WITH EXCELLENCE
REFERENCES
18 Chapter 12: Land that Institutional Investor with AI WHO IS RESPONSIBLE FOR IRMS AUTOMATION? IS IRMS YOUR CRM SYSTEM? KNOW THYSELF: AUTOMATED SELF-DISCOVERY AUTOMATED ASSET CLASS ANALYSIS AUTOMATED INSTITUTIONAL ANALYSIS AUTOMATED STRUCTURE AND TERMS ANALYSIS AUTOMATED FEE ANALYSIS AUTOMATED COMMUNICATIONS UNLEASH THE POWER OF KNOWING
19 Chapter 13: Sales Science WHAT IS SALES SCIENCE? WHO IS RESPONSIBLE FOR IMPLEMENTING SALES SCIENCE? ARE YOU DRIVING THIS IN SALES? HOW TO BUILD YOUR AI-BASED SALES SYSTEM REFERENCES
20 Chapter 14: Investment: Managing the Returns Loop WHO IS RESPONSIBLE FOR INVESTMENT MANAGEMENT? HOW TO APPROACH BUILDING THE NEW-ERA INVESTMENT FUNCTION? THE CORE TOOL SET WHAT WILL BE THE FUNCTION OF YOUR INVESTMENT LAB? MAKE THE DECISIONS A NEW WORLD THE (UNNECESSARY) DEBATE MORE BEHAVIORS RESEARCH AND INVESTMENT STRATEGY PORTFOLIO PERFORMANCE REFERENCES
21 Chapter 15: Regulatory Compliance and Operations WHO IS RESPONSIBLE? REGULATORY COMPLIANCE WHY INTELLIGENT AUTOMATION? HAVE YOU SCOPED OUT WHAT TO DO? HOW TO DO IT? HOW TO USE TECHNOLOGY FOR GIPS IMPLEMENTATION? BACK AND MIDDLE OFFICE
22 Chapter 16: Supply Chain Science WHO IS RESPONSIBLE FOR SUPPLY CHAIN SCIENCE? HOW TO THINK ABOUT SUPPLY CHAINS REFERENCES
23 Chapter 17: Corporate Social Responsibility CSR WOES: CAN PROCESSES EXPLAIN THEM? WHAT ARE THE CRITICISMS OF CSR? MEASUREMENT ISSUES BEHAVIORAL AND ROLE ISSUES STRATEGIC AND ORGANIZATIONAL ISSUES HOW TO APPLY AI IN CSR? CSR MUST NOT BE FORGOTTEN ESG INVESTMENT HOW CAN AI HELP? YOU MUST AVOID THESE MISTAKES SUMMARY STEPS REFERENCES
24 Chapter 18: AI Organization and Project Management THE NEW ASSET MANAGEMENT ORGANIZATION WHY A CAIO/COO ROLE? WHAT IS CHANGING? HOW TO GET THERE? ISSUES OF THE NEW ORGANIZATION CHANGE MANAGEMENT MANAGING AI PROJECTS REFERENCES
25 Chapter 19: Governance and Ethics CORPORATE GOVERNANCE WITH AI GOVERNANCE OF AI FRAMING THE ETHICAL PROBLEMS FROM A PRAGMATIC VIEWPOINT SOME OBVIOUS ETHICAL ISSUES HUMANS AND AI ETHICS CHARTER REFERENCES
26 Chapter 20:
