Client Portfolio Manager
AI investing: Back to school
Agentic AI in asset management
Asset managers are moving beyond generative AI tools toward agentic AI systems that can support workflows, monitor tasks and assist with defined actions.
• Insight
How AI can strengthen credit research
Credit research is becoming more information-intensive and time-critical. Analysts face growing volumes of issuer documentation, market data, broker research and internal research history, all while markets can move quickly and conviction still needs to be built carefully.
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ACE, Robeco’s in-house AI platform for investments, is designed to help Robeco’s investment professionals move faster from raw information to structured insight. In credit research, ACE supports the generation of preliminary issuer research reports (called Fundamental-score reports or F-score reports) based on documentation, data and Robeco’s own research framework. This allows analysts to spend less time gathering and structuring information, and more time on judgment, challenge and conviction.
Figure 1 | How ACE supports credit analysis
Source: Robeco
Rather than replacing the credit analyst, the aim is to reinforce the research process: broadening opportunity coverage, strengthening risk awareness and helping investment teams make better-informed decisions more quickly.
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