Objectives On completion of this tutorial, you will be able to:

• Identify the role of artificial intelligence (AI) and machine learning (ML) in wealth management
• Define how AI and ML can support asset management operations, including asset selection and portfolio optimization

Tutorial Overview Wealth and asset management firms increasingly rely on AI and ML systems to support their operations and make their services more efficient and effective. Technological tools can help wealth managers lower their client acquisition and servicing costs and improve their ability to provide personalized portfolios. They can also help asset managers with asset selection, portfolio optimization, and other core functions. This tutorial provides a high-level overview of the role that AI can play in wealth and asset management. Prerequisite Knowledge A broad understanding of artificial intelligence and machine learning. Tutorial Level: Intermediate Tutorial Duration: 30 minutes