This article was written by Samy Nakach, Investment Analyst at I Know First

Key Highlights:

• How global institutions are adopting AI portfolio management to improve strategy creation and daily investment decisions.
• Why leading research firms like Morningstar recognize AI’s role in enhancing stock forecasts and portfolio design.
• How I Know First’s daily AI stock forecasts help institutional investors navigate complex markets with real-time insights across 13,500+ assets.

In today’s global markets, a major shift is taking place. Institutions worldwide are embracing AI portfolio management as a core tool in how they build strategies and manage client portfolios. What was once theoretical has now become practical, scalable, and fully operational for those who choose to lead.

Even global research giants like Morningstar have acknowledged this transition. In their article “Can AI Predict Future Stock Returns?” (May 2024), Morningstar explains that while AI may not guarantee perfect predictions, it is increasingly valuable in identifying patterns, supporting stock selection, and enhancing decision-making for portfolio managers. AI-powered forecasting tools are allowing firms to uncover opportunities that traditional models often miss.

At I Know First, this isn’t a distant vision—it’s the foundation of what we deliver every day. Our proprietary self-learning AI generates daily AI stock forecasts and predictive models for over 13,500 global assets, including stocks, ETFs, indices, commodities, and currencies. This enables institutional investors to actively create strategies, optimize allocations, and manage portfolios with greater precision and confidence.

Morningstar further highlights this evolution in “Investing With AI: What Financial Advisors Need to Know” (April 2024). They emphasize that AI-powered investment tools are no longer experimental—they serve as advanced decision-support systems that help managers and advisors filter overwhelming market data, pinpoint high-probability opportunities, and strengthen portfolio construction.

Unlike traditional models that rely on delayed reporting cycles, AI portfolio management powered by I Know First recalibrates forecasts daily. Our algorithms analyze new data in real time, adapting to changing market conditions across multiple time horizons, including 3-day, 7-day, 1-month, and longer-term outlooks. This gives institutional clients constant visibility into market dynamics, allowing them to adjust positions proactively.

Importantly, our AI stock predictions don’t replace portfolio managers—they enhance them. Human oversight remains central, while AI serves as an intelligent forecasting engine, providing ranked opportunities and confidence levels to support strategic decisions. Portfolio managers shift from data aggregation to active curation—using AI-driven insights to build more resilient, data-driven strategies. Read more here

Institutions that adopt AI today are creating structural advantages that compound over time. Faster insights, more timely forecasts, and clearer opportunity sets allow these firms to navigate market complexity with greater agility. As competition intensifies, institutions that wait may find themselves outpaced by AI-driven managers who see market shifts earlier and act faster.

At I Know First, we don’t talk about what AI might achieve. We deliver AI-powered forecasts that support real institutional portfolio strategies right now. Our clients aren’t experimenting—they’re already using AI to shape their decisions daily, across markets, sectors, and global regions.