OUem: Applying Generative AI to Investment Analysis - Ewan Yeaxlee & Paul Taylor

Introduction to Oxford University Endowment Management (OEM) and their long-term approach to global investing. Details about their management of assets and their profitable enterprise.

Comparison between endowments and traditional investments, focusing on the unique nature of endowments where beneficiaries may not be born yet. Importance of managing funds entrusted to other agents.

Discussion on OEM's management strategies, including their focus on equity investments, types of equity funds, and the importance of diverse perspectives from different funds.

Challenges faced by OEM in managing investments, including the need for frequent updates on market conditions, fund portfolios, new investments, and personnel changes.

Discussion on traditional quantitative data models used by OEM and the need for additional information from quarterly investor reports to complement quantitative insights.

Challenges in analyzing quarterly reports manually, leading to the development of a solution to consolidate reports, provide AI-powered insights, and amplify the investment team's time.

Design and development of a solution to index and query unstructured investor reports, with future plans to expand functionality to include meeting notes and quantitative data ingestion.

Demonstration of a custom interface for analyzing investor reports, searching for specific text, and generating AI-powered responses based on queried information.

Explanation of interactive data chat functionality, including searching for specific terms, filtering by company, and engaging with AI-generated responses.

Overview of the technical architecture and AI document intelligence used to analyze documents, create search indexes, and provide generative responses based on user queries.

Evaluation of the solution's alignment with business goals, optimization of inputs, working with valuable business questions, monitoring consumption estimates, and preparing for future scalability and enhancements.