Franklin Templeton Uses OpenAI to Aid Investment Research
Franklin Templeton is building AI workflows to support its investment research, starting with equity research. The tools are meant to help portfolio managers compare research views and examine investment risks. The work is at an early stage, showing how money firms are testing AI for decisions about investments.
Quick glossaryFranklin Templeton, equity research, portfolio managers
- Franklin Templeton
- A large US investment company that manages funds for individuals and institutions, known for its mutual funds.
- equity research
- Study of company shares to judge whether they are worth buying, keeping or selling, based on the business's outlook.
- portfolio managers
- People who look after a set of investments for clients, deciding what to buy and sell.
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