How to balance human judgment and AI in asset management

AI now uses a fail-safe for selling 7-day options, boosting exit condition diagnostics. Strategy tweaks refine risk management in dynamic markets. Not financial advice. Results may be simulated. #AItrading #OptionsTrading #AlgorithmicTrading #FinTech

AI now uses a fail-safe for selling 7-day options, boosting exit condition diagnostics. Strategy tweaks refine risk management in dynamic markets. Not financial advice. Results may be simulated. #AItrading #OptionsTrading #AlgorithmicTrading #FinTech

In the Q3 edition of the #PrivateCredit Pulse, we explore the latest #structural innovations — including the parallels between rated feeder funds and structured finance products — and offer practical guidance on #crossborder creation and perfection of security interests. We also examine the evolution of fund finance and dive into how #AI is influencing private credit — from deal sourcing to risk management. Read it here: http://spr.ly/60407TWk6

Proud to share the Q3 edition of DLA Piper's Private Credit Pulse - our quarterly newsletter offering strategic perspectives on the latest developments shaping the Private Credit and Fund Finance markets. This quarter, we take a closer look at how Private Credit continues to evolve and explore related trends across fund structures, leverage dynamics and innovative financing solutions that are redefining relationships between lenders, sponsors and investors. Our team is at the forefront of this space, helping our clients navigate complexity with clarity and confidence. #PrivateCredit #FundFinance #LeveragedFinance #AssetBackedFinance #RatedFeeders

In the Q3 edition of the #PrivateCredit Pulse, we explore the latest #structural innovations — including the parallels between rated feeder funds and structured finance products — and offer practical guidance on #crossborder creation and perfection of security interests. We also examine the evolution of fund finance and dive into how #AI is influencing private credit — from deal sourcing to risk management. Read it here: http://spr.ly/60427TWk8

Markets are moving fast, and even the most sophisticated investors are rethinking what resilience really means. The latest conversations from MSCI’s Institutional Investor Forums in Sacramento and Toronto reveal how asset owners and managers are re-examining portfolio models — adopting total-fund thinking, integrating private assets more deeply and exploring how AI is transforming decision-making and risk management. It’s a fascinating look at how the world’s largest investors are adapting to volatility, complexity and technological change. I recommend it: http://ms.spr.ly/6040tOmXq #MSCI #InstitutionalInvesting #AssetOwners #AssetManagers #AIinInvesting #PrivateMarkets #PortfolioStrategy #TotalPortfolio

Traditional investor risk profiling has a blind spot: the human nuance between "aggressive" and "conservative." How many investors are placed in the wrong category because their true comfort level lives in the gray area? The result is often a portfolio that feels misaligned, leading to anxiety and poor decisions during market stress. Unlike rigid questionnaires, fuzzy systems handle subjective inputs like: • "I'm generally cautious but want some growth." • "I can tolerate risk, but only for specific goals." The outcome? A dynamic, adaptive risk profiling that reflects real human preferences, not just check-boxes. This leads to better-aligned portfolios and stronger client trust. Wealth management isn't about better boxes, it's about moving beyond them entirely. #FuzzyLogic #FinancialResearch #QuantitativeFinance #FinTech #PortfolioOptimization #AI #DataScience #InvestmentResearch #WealthTech #RoboAdvisor #AlgorithmicTrading #RiskManagement #FinancialEngineering #TechForGood #InnovationInFinance #AcademicResearch

Markets are moving fast, and even the most sophisticated investors are rethinking what resilience really means. The latest conversations from MSCI’s Institutional Investor Forums in Sacramento and Toronto reveal how asset owners and managers are re-examining portfolio models — adopting total-fund thinking, integrating private assets more deeply and exploring how AI is transforming decision-making and risk management. It’s a fascinating look at how the world’s largest investors are adapting to volatility, complexity and technological change. I recommend it: http://ms.spr.ly/6044tOGLa #MSCI #InstitutionalInvesting #AssetOwners #AssetManagers #AIinInvesting #PrivateMarkets #PortfolioStrategy #TotalPortfolio

The latest conversations from MSCI’s Institutional Investor Forums in Sacramento and Toronto reveal how asset owners and managers are re-examining portfolio models — adopting total-fund thinking, integrating private assets more deeply and exploring how AI is transforming decision-making and risk management. It’s a fascinating look at how the world’s largest investors are adapting to volatility, complexity and technological change. I recommend it: http://ms.spr.ly/6048tP9Cy #MSCI #InstitutionalInvesting #AssetOwners #AssetManagers #AIinInvesting #PrivateMarkets #PortfolioStrategy #TotalPortfolio