Investment Week (September 29)
“Which companies are actually ‘doing AI’ is the question that has to be answered.” Just as “a lot of fund houses are making a big show of talking about AI as it puts them ‘in’ this next big trend, the same is true for many of the companies they are looking to buy.” Hype abounds and the Financial Times “discovered a disparity between the AI leaps CEOs were buzzing about in their company’s investor calls and the actual investment the businesses were making into this space.” To keep “AI in check just from a risk management basis” and to separate “the winners from the churn,” active mangers are essential. “The value of active management cannot be underestimated, not just for the necessary diversification but to actually play a role in making this new era not be as ‘terrifying’ as people are predicting.”
Tags: Abounds, Active mangers, AI, Big trend, Buy, CEOs, Churn, Companies, Disparity, Diversification, Fund houses, Hype, New era, Predicting, Risk management, Terrifying, Winners
Responsible Investor (June 9)
“Only in finance can a product lose 24% of its value and be celebrated as success. Since traditional benchmarks have lost more than ESG funds since the beginning of the year, ESG is feted by some as a success, a ‘refuge’.” Kudos, however, are not in order. “The rude fact is that, on the whole, ESG risk management frameworks did not prepare us for the inevitability of the pandemic. They did not help investors and banks anticipate the crisis, nor how to navigate it. The pandemic is a failure of mainstream risk management frameworks. Sadly, it is also a failure of ESG risk management frameworks.”
Tags: Banks, Benchmarks, Crisis, ESG funds, Finance, Frameworks, Investors, Pandemic, Refuge, Risk management, Success, Value
CFO.com (October Issue)
“After years of treating Big Data almost exclusively as a way to aid marketers and drive revenue, companies are starting to explore its risk management capabilities. Increasingly, they’re looking for patterns in their internal emails and audio files and on social media to spot and avert a plethora of potential risks.”
Tags: Audio files, Big Data, Capabilities, Emails, Marketers, Patterns, Revenue, Risk management, Social media
