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AI Is Redefining Investment Workflows, but Are Critical Skills at Risk?

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Learning: Unstructured

AI is accelerating analysis, transforming workflows, and fuelling a step-change in productivity across the investment world. CFA UK's Nick Bartlett shares the inside track on what’s changing, and what isn’t. From doubling the number of companies teams can analyse, to the looming question of ‘brain rot’ and the erosion of critical thinking, the sector faces new challenges even as opportunities expand. What human skills will still command a premium? How should investment professionals future-proof their careers? 

Please click on the links below for more information:

Navigating the jagged technological frontier: Field experimental evidence of the effects of AI on knowledge worker productivity and quality 

The Effects of Generative AI on High-Skilled Work: Evidence from Three Field Experiments with Software Developers

The future of employment: How susceptible are jobs to computerisation? Technological forecasting and social change 

The Future of Jobs Report 2025

Financial Services Skills Commission Annual Skills Report

Artificial intelligence, cognitive offloading and implications for education, March 2026 

Impacts on Cognitive Offloading and the Future of Critical Thinking (January 03, 2025) 

Chapters
  • 01:21 AI and Employment: Studies and Workforce Changes
  • 03:11 How AI is Impacting Investor Workflows
  • 09:01 CFA UK's Training and Initiatives in AI