CFA UK automation ahead pathway: From insight to allocation: AI-driven portfolio construction
Thursday 07 May 2026 | 13:00 - 13:50 | Webinar
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This webinar is part of CFA UK’s technology and innovation pathway and is brought to you by Technology & Innovation Community.
Join Brian Pisaneschi, CFA, Affiliate to the Research and Policy Center at CFA Institute who will show how agentic workflows can be used to build customized portfolios that blend traditional factor analysis with AI-driven insights on sustainability and macroeconomic regimes.
Join us to:
- Case study: custom portfolios by combining factor analysis, economic regime screening and sustainability scoring agentic workflows.
- How retrieval-augmented agents improve research precision
- Portfolio optimisation using hybrid metrics and agentic inputs
- Practical steps to integrate AI into your investment process
Who should attend:
This webinar is ideal for portfolio managers, analysts, and ESG specialists interested in combining factor analysis, sustainability scoring, and macroeconomic insights with agentic workflows. It also suits data scientists, fintech innovators, and risk teams exploring AI-driven portfolio optimisation and retrieval-augmented research.
Registration: 12:55
Event: 13:00 - 14:00
Moderator:
Elaine Xu, CFA, CAIA, CFA UK Tech & Innovation Community Champion
Elaine has more than 10 years of experience across asset management, investment consulting, and wealth management, spanning both qualitative and quantitative research. Her expertise includes asset allocation, portfolio analytics, investment risk management, and manager and investment research across Australia and the United Kingdom.
Elaine is passionate about the responsible deployment of AI within strong governance and control frameworks. She is a CFA and CAIA charterholder, recently completed a Master of Science degree at Georgia Tech, and is an active Technology and Innovation Community Champion.
Other events in the series:
19 March Bias in the machine: What investors need to know about LLMs
16 April No-Code, high impact: Building agentic workflows without writing python
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Speaker
Brian Pisaneschi, CFA, Affiliate to the Research and Policy Center at CFA Institute.
Brian Pisaneschi, CFA, is a Senior Investment Data Scientist at CFA Institute, where he leads research at the intersection of Natural Language Processing, sustainability, and investment analysis. He is driving the development of open-source tools and collaborative frameworks to explore the future of analyst workflows in the age of generative AI. Brian holds an MS in Quantitative Finance from the University of Bologna and a BS in Finance and Economics from Lake Superior State University. He became a CFA Charterholder in 2017.