'Holding periods have improved among investors'

Model-driven vs human-led portfolios? We are in an interesting phase in the evolution of fund management. While advanced quantitative techniques have driven big changes in how fund managers work with data, the scope of engagement with machines has seen a remarkable step up with the introduction of AI and machine learning tools. Capabilities, which were once the exclusive domain of humans, have opened up a host of possibilities. The ability to process unstructured information at scale and speed is remarkable. However, rather than replacing humans, this shift emphasises the need for change in the role played by humans. Their ability to add value th

This article was originally published on October 22, 2025.