Smarter investing: How AI can help Principal Officers and Trustees

by Tobias Brandt | 29,May,2025 | Argon Asset Management, Investments, Q2 2025

George Brown

Helping you deliver better outcomes for your members

Your role as a Principal Officer or Trustee is to protect and grow the assets entrusted to you. When used carefully and responsibly, technology can help you fulfil that responsibility. At Argon Asset Management, we see artificial intelligence (AI) as a new tool that enhances, supports and strengthens, not replaces, human decision making. This article shows how some in the industry are exploring AI to serve you and your fund better.

Making complex technology simple and useful

Artificial intelligence refers to technologies that enable machines to perform tasks traditionally requiring human intelligence. We’ve seen these technologies improve rapidly in recent years; earlier systems were good at finding patterns in large sets of data tables. Today’s systems are much better at understanding complex information like text, audio, and video, referred to as ‘unstructured data’. These newer AI tools are also beginning to help synthesise insights from these vast collections of information, assisting our teams, for example, in drafting initial summaries or connecting diverse data points much faster.

In simple terms, AI can process huge amounts of information and help automate repetitive tasks. Just like a calculator speeds up maths, AI can help investment professionals analyse large volumes of data and text very quickly. This frees them up from time consuming processes to focus entirely on what matters most: applying their skill and expertise to make sound investment decisions in the best interests of your fund.

How could AI be used

We are exploring AI tools to strengthen processes and improve your outcomes. Key areas include:

1. Ensuring data quality: AI helps detect inconsistencies and errors in large datasets, supporting better risk management and reporting.
2. Accelerating research: AI can quickly scan and summarise company reports, news articles, and economic data, allowing our analysts to spend more time on deep analysis.
3. Streamlining reporting: AI can help us produce accurate and timely reports for you and assist in gathering due diligence information for consultants.

Across all areas, AI can act as an assistant, strengthening a research driven approach while keeping human expertise at the core.

Human expertise, supported by responsible technology

We believe, technology supports, it does not lead. Every investment decision should remain in the hands of experienced portfolio managers and analysts, guided by a research driven philosophy.

AI should be explored with strict governance, focusing only on applications that align with the managers’ values and fiduciary duty to act in their client’s best interests.

What does responsible AI mean for you and your members?

The responsible use of AI can help us:

We view partnerships with fund fiduciaries should centre on trust, human judgment, and a shared commitment to the long term financial wellbeing of your members. AI is simply a new tool that can help us achieve that together.

Staying transparent and committed to your goals

Technology will continue to change, and we are committed to updating you on how we use new tools responsibly. Our promise remains clear: to safeguard and grow the assets entrusted to us, always guided by your mandate and your trust in us.

Tobias Brandt
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