Ghost Stories #97: From mechanical work to judgement in portfolio management - reallocating human effort with AI
At Forvis Mazars in South Africa, the team is actively working on AI-driven solutions for clients.
Shane Cooper (Head of Digital Advisory) is spearheading this effort, with one of the applications of this technology being in the portfolio management space. Institutional investors with complex structures face multiple challenges in managing their investments. As Shane explains in this podcast, it's an operating model problem rather than a software problem - but AI can help.
Rishi Juta (Director of Corporate Finance) joined this discussion to deliver insight into real-world applications across…
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