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Insights

Selected research, analysis, and commentary at the intersection of AI and institutional investment strategy. Focused on what matters for capital allocation decisions, not what is trending in tech.

Research

The SPEC Test: Four Questions That Reveal Whether a Quant Model Is Built on Evidence or Accident

A structured framework for testing whether the structure of a quantitative model is sound, not just whether its outputs have looked good historically.

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Video

AI as the Linchpin for Modern Asset Allocation

Beyond[Profit] Forum, Saudi Arabia

How artificial intelligence is reshaping portfolio management and asset allocation decisions for institutional investors. Presented at the Beyond[Profit] Forum in Riyadh.

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Media

Swiss Investors Should Pay Attention to the AI Compliance Technology Market

Bilan

Interview on AI regulation in Europe, the role of institutional investors in shaping AI policy, and why Swiss investors should pay attention to the AI compliance technology market.

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Media

The EU AI Act and Institutional Investors: What You Need to Know

Allnews

How the EU AI Act's risk classification framework affects institutional portfolios, from compliance costs to new investment opportunities in AI governance technology.

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Insight

Representing Institutional Investors at the OECD Digital Trust Convention

OECD

Represented the perspectives of institutional investors on AI governance and digital trust at the OECD Digital Trust Convention, alongside UNESCO, IEEE, and Atlantic Council.

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Insight

Explainable AI for Institutional Finance

Digital Finance MSCA Training Week

Why explainability is becoming a competitive requirement in institutional investing: the trade-off between model accuracy and interpretability, and what it means for allocators evaluating AI-driven strategies.

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