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Podcast Archives: AI

Episode 124 | October 4, 2021

Why the CFA Institute Is Incorporating ESG, AI and Machine Learning

Matt Orsagh, Senior Director, Capital Markets Policy, CFA Institute

Is it time for financial advisors and asset managers to review modern portfolio theory (MPT)? The nature of our markets has changed dramatically since MPT became the standard for portfolio diversification. How will the rise of institutional investing, AI and machine learning, and the inclusion of ESG analytics affect the CFA certification and education platform? […]

Episode 122 | July 20, 2021

AI and Machine Learning Revolutionize ESG Analytics

Patrick Uribe, CEO of Util

If you’re an asset manager or investor, how would you like to be able to go through the roughly 150 million studies out there, and compare them with each other to target specific ESG data? My guest, Patrick Uribe, is the CEO of Util, a FinTech startup that uses Artificial Intelligence and machine learning to […]

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