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Summary
In today’s volatile global landscape, shifting geopolitical and macroeconomic conditions necessitate a rigorous and adaptable approach for risk assessment and investment management. Leveraging AI is no longer optional; it is essential to rapidly extract early warning signals, synthesize advanced data analytics, and identify emerging threats to generate actionable intelligence with unparalleled speed.
This session explores best practices for financial professionals integrating AI and proprietary data models to enhance risk and investment workflows across portfolios, sectors, and markets.
Key topics covered:
- How to use RAG models effectively: Delve into the best prompting practices to maximize the value of retrieval-augmented generation (RAG) models for credit risk analysis.
- How to differentiate the value of specialized AI for credit analysis: Explore the value of specialized AI for credit investment decisions compared to open-source models.
- How to extract signals from unstructured text: Learn how AI can surface sentiment, event-driven risks, and thematic indicators across large volumes of unstructured documents to inform faster, more proactive investment decisions.
Speakers
S&P Global Market Intelligence
Michelle Cheong
Head of Thought Leadership, Credit Solutions
Michelle P Cheong is Head of CreditPro® Product, Credit Solutions, where she owns product development, quality assurance, strategy, go to market, thought leadership and customer experience globally. Prior to joining S&P Global Market Intelligence, Michelle was a portfolio manager in Barclays Global Investors, State Street Global Advisors and Goldman Sachs Asset Management with responsibility of AUM up to USD 1bn; where she focused on alpha, portfolio construction and risk research. Michelle has a Bachelors in Mathematics and Economics (with Distinction) and Masters in Financial Engineering from Cornell University. She has also completed the All But Dissertation at the Ph.D. program in Finance at Nanyang Business School, Singapore.
S&P Global Market Intelligence
Kathryn Doud
Credit Product Specialist, Risk & Valuation Services
Kathryn Doud joined S&P Global Market Intelligence in 2022. As a Credit Product Specialist, she leverages her expertise in credit risk, data analytics and client engagement in order to empower clients to navigate complex credit risk landscapes and make informed decisions that align with their goals and objectives.
S&P Global Market Intelligence
Chirag Patel, CFA
Business Development Manager, Buy-Side
Chirag works within the EMEA Desktop Business Development team at S&P Global Market Intelligence. He is responsible for defining and executing on go-to-market initiatives, specifically for the Investment Management segment. Prior to joining S&P Global in London, Chirag was a global equities product specialist at one of Canada’s largest institutional asset managers based in Toronto. Chirag is a CFA charter holder and has also recently gained the CFA UK Certificate in ESG Investing.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.