How AI is Being Used For Investment Reporting (And What To Watch Out For)

Shaun digs into one of his favourite topics (investment reporting) and how offices are increasingly using AI tools like Claude & ChatGPT to assist in the visualisation of their investment data. He goes through some of the governance challenges that this decision can produce and the ways the established players are seeking provide this services within their offerings. 

Remember - don't let the convenience of these new tools eat you family's privacy for breakfast. 

Here's the link to the Presage Global Report - https://www.presageglobal.com/the-state-of-family-office-estate-security

Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Advisors Pty Ltd (AFSL No.430126). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors. Nothing in this podcast (Communication) constitutes an investment offering of any kind. This Communication is for informational purposes only. It does not constitute investment or financial advice.