Boosted.ai

📢 Introducing Boosted Insights 3.0 📢 Our revolutionary updates - including generative AI that trawls the news for trends, portfolio analytics that isolate risk, and overall ease-of-use improvements - help investment managers supercharge their productivity. Read more about how AI can help asset managers cut hours from their research process here. #boostedai #finance #artificialintelligence #investmentmanagement

Check out our webinar on agentic AI, happening next Wednesday (August 28) at noon ET. Joshua Pantony will walk through why these AI agents are nothing like mere chatbots, the level of automation we'll see from agentic AI, and how you can position yourself to take advantage. He'll also highlight the use cases our clients are seeing success with in investment management. Link below!

Agentic AI promises a lot of fundamental shifts to how we work: automated workflows, infinite agents that think like you working for you, and tireless monitoring, to name a few. Join us on Wednesday, August 28 for a webinar where co-founder and CEO Joshua Pantony will walk through what agentic AI is, the opportunity, and where we're seeing our investment management clients have success. Link here: https://lnkd.in/guc3ChxZ

Great article by Scott Ward, CFP®, AIF®, AIFA® in U.S. News & World Report on the potential risks of AI in investment management. Boosted.ai co-founder and CEO Joshua Pantony is quoted and outlines our outlook well: "Our take on AI is to be receptive but cautious. Look at the 'AI-washing' cases (issued) by the SEC. It has always been, and continues to be, important to ensure that what you're investing in or paying attention to does the thing it says it does."

"A generative AI system that's learned how you think of the world can go out and constantly, non-stop analyze information... creating a 'simulated' version of [you]." That's our co-founder and CEO Joshua Pantony on FINTECH.TV with Remy Blaire, expounding on the ways asset managers are seeing success with generative and agentic AI systems. Check out the rest of the discussion here!

Happy to announce that Geoffrey Clauss has joined Boosted.ai as our Chief Revenue Officer. Geoff's leadership experience within wealthtech and fintech revenue growth will be instrumental in achieving our vision of delivering efficiency and productivity gains across investment management. Welcome to the team Geoff!

Thematic investing is growing in popularity - who wouldn't want to capture some of the momentum of generative AI or electric vehicles, for example? - but it can be a time-consuming and difficult process to get right. Artificial intelligence is making thematic research and investing simple, with data-driven results. Check out our latest blog post to find out how AI is making capitalizing on emerging trends easier than ever.

Asset managers: how does someone begin to parse the potential of a technology that has been dubbed "the next electricity"? What is hype and what are the real use cases for AI in investment management? In this webinar, our COO Nick Abe, CFA will walk through - in simple terms - just what AI is, how it's helping our clients (hint: massive efficiency gains), and how it can help every type of investment manager, from small hedge funds and family offices to huge banks. Join us on Thursday, July 25 at noon ET: https://lnkd.in/gRsNX9SR

Check out Portage Partner and Capital Solutions Co-Head Devon Kirk as she shares insights on the "huge opportunity for AI in financial services" with Edward Ludlow on Bloomberg Technology. Some tidbits: driving efficiencies will continue being top of mind, and tools that help people work smarter will continue to drive innovation. Shout out to the other Portage portcos mentioned at 3:52 like Acheel, Albert, Alpaca, Atomic and Wealthsimple.

"There's still a bit of detective work, where [asset managers] can go out and interact with others to learn things [AI] doesn't have access to." That's our CEO and co-founder Joshua Pantony on FINTECH.TV with Remy Blaire, talking about the efficiencies knowledge workers will see as they implement AI - allowing them to focus on the uniquely human traits that make them good at their jobs, and automate the more rote tasks. Check out the rest here!