Every month I go through the new research, fund disclosures and regulator moves on AI in investing, and tell you what changed, what did not, and what to ask your managers. One memo and one live hour, for allocators and the investment professionals around them.
Founding price until 29 October, kept for as long as you stay a member.
Every month, get the cutting edge of AI in investing, with all noise removed.
Where AI in investing stands this month: three judgments with my confidence and the evidence, and what has not changed. Page one takes ten minutes, and you may circulate it inside your firm.
● LIVE One AI claim taken apart live, the month’s developments that matter, and your questions, answered without names. One sitting for Asia, one for the Americas, both recorded.
Five questions to put to a manager about their AI, in order, each with an answer key: what a strong answer contains, what a weak one sounds like, and the follow-up.
One AI investment claim a month, taken apart step by step, down to the verdict and the single question that settles it.
For readers who use AI in their own research: six checks that separate output you can defend from output you can only present.
Join today and read this month’s edition straight away: the Verdict, the Card, the Case and the Output Check.
I advise sovereign wealth funds, pension funds and central banks on AI adoption and manager selection. I authored the SPEC framework for manager evaluation, published by the CFA Institute. My team publishes The State of AI Alpha and the AI Maturity Index.
The content is the same in every plan. Founding members who join before 29 October keep their price for as long as they stay.
Cancel any time.
Twelve months for the price of ten, billed once.
Three named readers at one firm, one payment.
If your first 30 days do not leave you better prepared for your next AI investment conversation, write to me and I refund your first payment in full. No conditions, monthly or annual.
17:00 Singapore and Hong Kong · 18:00 Tokyo · 10:00 Geneva · 09:00 London
10:00 New York · 07:00 San Francisco · 14:00 London · 15:00 Geneva
No. The briefing is research and education on how to evaluate claims about AI in investment management. It does not recommend buying, selling or holding any security, fund or strategy, does not rate or recommend any manager, and does not take account of anyone’s objectives or circumstances. Nothing in it is an offer or a solicitation.
Not in the briefing, and I do not answer questions about named managers there. Assessing a single manager’s claim is a separate engagement, a SPEC Read, from $5,000.
About two hours a month: twenty to thirty minutes for the memo and an hour for the live briefing, with a recording if you miss it. In a busy month, page one alone takes ten minutes.
Written for investment professionals, not data scientists. Every technical term is defined where it first appears.
You may circulate the One-Page Verdict inside your own firm, with its date and attribution. The full memo, the recordings and question submission are for named members.
No one. Attendees join view-only and cannot see each other. Only I am recorded, and questions are answered without names.
At link.com or from the link in any receipt, at any time. If you checked out as a guest, Link asks you to create an account first. You can also write to [email protected]. Access runs to the end of the period you paid for.
LINK.COM* MILOS MARICI (the name is cut short). Link is Stripe’s checkout, which sells the subscription on my behalf.
After paying you land on your members’ page; bookmark it. If you lose it, write to [email protected] and I will resend it.
Link, Stripe’s checkout, emails you a receipt and an invoice with every payment. If your firm needs an invoice before paying, write to [email protected].
No. Membership buys research and education. It never changes an AIMI reading or a SPEC verdict.