CFA UK automation ahead pathway: From insight to allocation: AI-driven portfolio construction 
Thursday 07 May 2026 | 13:00 - 13:50 | Webinar
This webinar is part of CFA UK’s technology and innovation pathway and is brought to you by Technology & Innovation Community.
This session shows 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
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
Click here to view our event terms and conditions.
Speaker
François Trahan - President and founding partner of The Macro Institute
François Trahan is an economist by training with a master’s degree in finance and econometrics. He is widely praised for his differentiated insights into the drivers and dynamics of the marketplace and his unique understanding of the business cycle. In 2016, François was inducted into the Institutional Investor All-America Research Team Hall of Fame after placing first in Portfolio Strategy for ten of the previous 12 years. He has also ranked for Quantitative Strategy.
François is currently President and founding partner of The Macro Institute – a firm dedicated to macro research and education. Previously he was a Managing Director at UBS where he led the U.S. Portfolio Strategy effort, and prior to that he was a founder and managing partner of Cornerstone Macro. Before that, he was Vice Chairman of Wolfe Trahan & Co., Chief Investment Strategist at International Strategy and Investment Group (ISI), and the Chief Investment Strategist for Bear Stearns & Co. Earlier, he worked for Ned Davis Research and the Bank Credit Analyst Research Group.
François received undergraduate and graduate degrees in economics from the University of Montreal. Along with Katherine Krantz, he is the co-author of "The Era of Uncertainty: Global Investment Strategies for Inflation, Deflation, and the Middle Ground," published by Wiley & Sons in August 2011.