We are delighted to share a recognition that means a great deal to us as a team.
The CFA Institute, one of the profession’s most respected global voices, has prominently featured our classification system of AI agents in investment management, recognizing its relevance for practitioners navigating the rapidly evolving landscape of human–AI collaboration. Our article, Design Beats Luck: How AI Taxonomy Can Help Investment Firms Evolve, highlights the practical importance of structuring AI capabilities in a way that strengthens decision quality rather than diluting it.
This recognition is especially meaningful, as it validates years of work bridging behavioural science, quantitative finance, and investment practice into a coherent decision-intelligence framework. Our classification system reflects the conviction that AI must be governed and integrated purposefully — as an extension of human judgment, clarity, and accountability. Seeing this perspective resonate within the CFA community confirms that the industry is ready for more thoughtful architectures of augmentation.
Above all, this moment belongs to the main contributors, Dr. Ivana Zilic, Michiel Kuhn, and Patrick Wierckx, CFA, and to our partners and early adopters who believed in the work long before it found a wider audience. Thank you for your trust, your curiosity, and your willingness to reimagine what investment decision-making can become.
We look forward to deepening this dialogue and continuing to shape how the next generation of human–AI integration will serve professional investors and the integrity of our industry.
To access our article, click here
