3 Powerful Use Cases of Gen AI in Asset Management: Portfolio Strategy, Attribution & Marketing
A summary of 3 powerful use cases of Gen AI in Asset Management: Portfolio Strategy, Attribution & Marketing. Gen AI role in portfolio construction and research within financial services asset management. We focus on how our infin8 capabilities can be practically embedded into your workflow.
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Portfolio Strategy Optimization Using Unstructured Data Signals
In today’s investment landscape, traditional quantitative models often fall short in capturing the full spectrum of market-moving information. Unstructured data — such as central bank speeches, earnings call transcripts, geopolitical news, and social sentiment — contains rich, forward-looking signals that can significantly enhance portfolio construction decisions. infin8’s ability to ingest and process this data using Gen-AI opens up a new frontier for strategy optimization.
For example, by applying natural language techniques, gen-AI techniques and sentiment analysis to CAPM (Capital Asset Pricing Model), infin8’s Agent Platform can help detect subtle shifts in tone or policy direction that precede rate changes. Similarly, the same techniques can analyze thousands of earnings calls to identify emerging sector trends or management sentiment, which can inform sector rotation strategies. These insights can be mapped to both CAPM foundation and macroeconomic regimes and used to adjust portfolio exposures dynamically across asset classes — equities, fixed income, commodities, and alternatives.
Moreover, the platform can cluster themes from news and social media (even if you can’t access them directly) and quantify their relevance to asset prices. This allows you to incorporate thematic investing signals — such as AI adoption, energy transition, or deglobalization — into your portfolio models. The result is a more agile, data-enriched investment process that complements traditional factor-based approaches and enhances alpha generation.
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Automated Ex-Post Performance Attribution Using CAPM Regression
Performance attribution is a cornerstone of portfolio analysis, but it’s often time-consuming and fragmented across systems. infin8’s implementation of the Capital Asset Pricing Model (CAPM) regression and ex-post statistics engine offers a scalable, automated solution to this challenge.
By integrating portfolio return data with benchmark and risk-free rate inputs, the platform can calculate key metrics such as alpha, beta, R-squared, and tracking error across multiple time horizons. This enables you to quickly assess whether performance was driven by market exposure (beta) or skill (alpha), and whether the portfolio behaved as expected under different market conditions.
The automation of these calculations allows for real-time performance diagnostics across asset classes and strategies. For instance, you can compare the ex-post beta of a global equity sleeve to its intended exposure, or evaluate the consistency of alpha generation in a credit strategy. The platform can also flag anomalies — such as unexpected drawdowns or volatility spikes — and link them to specific market events or portfolio decisions.
Our capability not only improves internal oversight and governance but also both enhances and streamline client reporting. You can generate customized attribution reports that are visually intuitive and backed by robust statistical analysis, helping stakeholders understand the drivers of performance and reinforcing your firm’s credibility. Enhanced and timely client communications engender trust and confidence.
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Research-Led Marketing Content Generation
In a competitive asset management landscape, thought leadership is a key differentiator. However, producing high-quality, research-driven marketing content is resource-intensive and often bottlenecked by compliance and formatting constraints. infin8’s Gen-AI capabilities can transform this process by converting structured portfolio data and research insights into compelling, client-ready content.
For example, after running a CAPM-based performance analysis or identifying a thematic signal from unstructured data, the platform can generate a whitepaper or market commentary that explains the findings in plain language. It can tailor the tone and complexity based on the target audience — institutional investors, wealth managers, or retail clients — and ensure consistency with your firm’s branding and compliance standards or financial promotion (retail advertising).
This content creation can include charts, tables, and narrative summaries that highlight key insights. The capabilities can also generate responses to FAQs, executive summaries, and social snippets (for internal use or external distribution via approved channels), accelerating the content creation cycle. And the ability to ask free-form text questions or prompting – all inside guard rails and your ecosystem.
By embedding this capability into your workflow, your team can produce more frequent and impactful research outputs, reinforcing your firm’s position as a leader in portfolio construction and market insight — even without direct access to social media platforms.
Conclusion – Gen AI is no longer a futuristic concept
Gen AI is no longer a futuristic concept — it’s a practical tool for enhancing portfolio strategy, performance analysis, and marketing. Platforms like infin8 empower asset managers to make data-driven decisions, communicate effectively, and stay ahead in a competitive landscape.
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