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According to a Unite.AI report, an OpenAI case study shows that Franklin Templeton is developing an AI research workflow to help portfolio managers compare investment research and examine risks, starting with equity research, and Codex is one of the tools used by its investment team. The report says that the early approach of putting data into databases and then connecting models failed to provide the needed answers, and that change only came after adding agents and a semantic layer. The system also deliberately avoids letting recommendation algorithms narrow the research field of view, and requires that risks be highlighted while presenting the investment rationale. There are currently no further follow-up developments.
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Nov 6
Unite.AI
Franklin Templeton Highlights Investment Risks with AI Research Workflow and Codex
Franklin Templeton is developing an AI research workflow to help portfolio managers compare investment research and examine risks, starting with equity research; Codex is one of the tools used by its investment team. The early approach of putting data into a database and then connecting it to models failed to provide the needed answers; only after adding agents and a semantic layer did that change. The system also deliberately avoids recommendation algorithms narrowing the research field of view, and requires highlighting risks while presenting the investment thesis.