https://www.linkedin.com/pulse/issue-1-ai-agents-101-investment-teams-elaine-mmise/?trackingId=ocoiPQ9YQaSnNjTveSFV7w%3D%3D
In this first edition, I'm demystifying AI agents for investment management: what they are, how they differ from chatbots, and where they actually deliver value in day-to-day workflows.
In plain terms, an agent isn't just something that "answers questions" - it's a system that can plan steps, use tools, and execute a workflow on your behalf.
If you're in PM, research, risk, product, or client teams, I'd love your view:
Where would an agent save you the most time this quarter-without creating governance headaches?
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Elaine Xu
Associate Director
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