September 2023 eUpdate — Generative Artificial Intelligence — What investors need to know
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Smith Falconer Financial Group

September 2023 eUpdate


Exploring the Role of Generative AI in Investment Strategy Management

Canadian Equities - The Opportunity at Hand

Generative Artificial Intelligence (AI) is another element incorporated in the process of managing investment strategies.


We share this introduction to the topic by Robertson Velez, CIBC Asset Management Global Equity Portfolio Manager, because it is simple, timely and to the point.


AI is meant to replace human prediction, not human judgment. It is not new — you have seen it used in voice recognition, image recognition, chatbots and recommendation systems.


This video doesn't sensationalize how including AI in the portfolio management process can lead to outsized returns. It addresses the potential risks that are inherent in the evolution of AI and how it enhances productivity and performance.


In the Age of AI, we continue to value this conversation around active management of portfolios. To invest for long term outcomes, the Global Growth Managers we employ are committed to fundamental analysis and valuation. These portfolio managers buy businesses where they see improving shareholder value.


While not an endorsement of a particular investment product, we are compelled to share its message as it is one that we as an Investment Advisory practice think about routinely.


Take a Listen (3:57)



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The Smith Falconer Financial Group
CIBC Wood Gundy


Lois, Rodney, Lira, Meredith,
Angela, and Maddie


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Smith Falconer Financial Group


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