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AI Portfolio Management: Why Institutions Are Quietly Moving to AI – And I Know First Is Leading The Way

Samy NakachThis 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

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