Innovation theme

Innovation

Revolutionising through innovation

Innovation is key to reshaping and improving the profession by introducing new ideas, products, processes and technologies. With accelerating change and disruption, we must adapt and embrace new challenges, opportunities and competitive advantage that innovation brings.

Explore how the impact of innovation can sustain economic growth and, how AI and machine learning technologies are creating new roles with different skills and enhanced productivity to deliver investment results.
Innovation

0.75 CPD

Video

12.06.25

Technology and innovation skills pathway: Automated fundamental analysis with Agentic AI

Learn how to build a multi-agent workflow to conduct financial analysis and more in the second part of our Technology and Innovation skills pathway.

Innovation

0.75 CPD

Video

19.06.25

Technology and innovation skills pathway: How Agentic AI can optimise and rebalance in real time

AI is already giving us investment advice – but see how Agentic AI has the power to decide for itself in the third part of our Technology and Innovation skills pathway.

Innovation

0.75 CPD

Video

20.05.25

Technology and innovation skills pathway: AI agents 101 - a hands-on introduction to smarter investing

What can AI agents do for you? Find out how to use them in the first part of our Technology and Innovation skills pathway.

Innovation

0.5 CPD

Video

30.04.25

Practical applications of GenAI

Investment firms are scrambling to implement AI - but how do you slot it seamlessly into your company?