Max GokhmanGuestDia AdamsHostHow do you think C-suite decision makers should define or measure hard ROI when it comes to


And I don't think it needs to be any different than what you would do with people.

What are your objectives for your human investors in the case of our industry? So I know exactly from being a CIO how to evaluate a portfolio manager, a research analyst, a compliance person.

So what's my alpha lift? You know, have I delivered a tighter tracking error without reducing performance? Have I been able to keep my strategy in line with client constraints? Have I delivered more differentiated research that the portfolio managers have used? Those are all ways in which I would actually evaluate my humans.

In fact, it's easier for me to validate what an AI agent has done if I've set up the proper compliance protocols, proper audit protocols.

You want to make sure that you're capturing what your agents are doing as they're doing it.

And we've developed some fairly proprietary things on that that I think are going to be leading in the industry, but that is a core concept.

And once you know you are capturing what your agents are doing, you can then evaluate them against actually the same metrics as you would humans.
How do you think C-suite decision makers should define or measure hard ROI when it comes to


And I don't think it needs to be any different than what you would do with people.

What are your objectives for your human investors in the case of our industry? So I know exactly from being a CIO how to evaluate a portfolio manager, a research analyst, a compliance person.

So what's my alpha lift? You know, have I delivered a tighter tracking error without reducing performance? Have I been able to keep my strategy in line with client constraints? Have I delivered more differentiated research that the portfolio managers have used? Those are all ways in which I would actually evaluate my humans.

In fact, it's easier for me to validate what an AI agent has done if I've set up the proper compliance protocols, proper audit protocols.

You want to make sure that you're capturing what your agents are doing as they're doing it.

And we've developed some fairly proprietary things on that that I think are going to be leading in the industry, but that is a core concept.

And once you know you are capturing what your agents are doing, you can then evaluate them against actually the same metrics as you would humans.
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