Looking ahead: AI and NLP implications for research

At the September 2023 all-member meeting, we picked up a discussion that began at our June meeting, when a member indicated that artificial intelligence/natural language processing (AI/NLP) as it impacts investment research is becoming a topic of interest. At the September quarterly meeting, we spent some time identifying various ways that AI and NLP will or could affect how investment research is created, distributed, tagged, cataloged, aggregated, filtered, and discovered. It is clear that this is an important topic for our member firms and our industry, and our goal at the September meeting was simply to begin identifying at least some of the aspects we may want to begin examining as an organization.

While we did not have a set agenda for this part of the meeting, we certainly had plenty to discuss! Because RIXML all-member meetings involve buyside, sellside, and vendor firms, and a mix of technologists, business-side representatives, and topic experts, we were able to have a robust brainstorming session, which will serve as the beginning of RIXML’s work on this topic.

Below is a summary of what we heard. A huge thank you to Kathleen Stowe of Jordan & Jordan for taking great notes during this fast-paced discussion!