Hari Kumar describes how Contour Asset Management compares investment research workflows with and without AI toolsEvaluation is the systematic assessment of a system's behaviour or results against explicit criteria.. He explains why investment outcomes can take months to emerge and why immediate profit is an incomplete measure.
Kumar discusses tracking analyst time and cost per useful insightCost per completed task measures the total AI, tool, infrastructure, retry, and repair expense for each verified useful outcome., as well as using agents to revisit ideas when market conditions changeA proactive AI agent initiates relevant work or communication from goals and events instead of waiting for a direct prompt every time.. He describes bringing research and alternative data into internal workflows.
The talk also covers trading, operations and compliance, including the time needed to maintain integrations. Kumar presents the approach as his firm’s work in progress rather than a proven general investment result.
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