Finding the edge: data, AI and active investing

About this episode

The episode discusses how data and AI are transforming active investing and the importance of human judgement in this evolving landscape.

How are data and AI reshaping the future of active investing? Markets are moving faster than ever. AI is changing how investment managers research, think and ultimately make decisions — and the edge lies in knowing how to use it. In this episode of In The Know, Magellan’s Head of Distribution, Asia Pacific, Mark Burgess is joined by Rob Franklin, Research Manager at Vinva Investment Management, to unpack the evolution of AI in investment research, the growing importance of alternative data and why human judgement remains critical in navigating changing market regimes. Rob also shares insights into how Vinva combines disciplined, systematic processes with technology-driven innovation to build diversified portfolios in an increasingly competitive investment landscape.

People in this episode

Host: Mark Burgess

Guest: Rob Franklin

Topics covered

• data
• AI
• active investing
• investment research
• alternative data
• human judgement
• portfolio management

Keywords

• data
• AI
• active investing
• investment research
• alternative data
• portfolio management
• market regimes

Mentioned in this episode

Organizations: Vinva Investment Management, Magellan Asset Management

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