AI Workflows in Action: Investment Management

AI is advancing faster than most investment teams can operationalize it. With new tools and capabilities emerging constantly, the challenge is no longer whether to adopt AI, but where to start, how to apply it effectively, and how to keep pace.

Join us for the inaugural session of the AI Workflows in Action webinar series to see how professionals can combine AI with S&P Global data to accelerate research and analysis.

In this 30-minute session, we’ll provide an overview of our AI Data Portal, introduce the MCPs that power the ecosystem, and demonstrate how tool calls are orchestrated into reusable AI skills. Through a live Claude demonstration, we’ll showcase an end-to-end investment management workflow, including:

• Investment Idea Sourcing
• Investment Thesis Development
• Valuation Analysis
• Peer Comparison and Catalyst Analysis
• Ongoing Thesis Monitoring

Whether you're exploring agentic AI or evaluating ways to integrate S&P Global data into your research process, discover how AI-powered workflows can transform trusted data into repeatable, analyst-ready insights.