Research update - Q2: AI opportunities and risks

I am a senior investment director, working in our specialist charities team based in London. I provide bespoke investment advice and management to a diverse group of charity clients, working closely with Trustees to create portfolios tailored to meet their objectives. I am passionate about sustainability and am a member of our environmental research group as well as sitting on our Collectives investment committee.

My role is to contribute to the suite of investment ideas available to investment managers for inclusion in client portfolios. I work in the research department as part of the equities team, which provides research on a range of UK, US and European companies. Our rigorous approach to investment analysis is designed to identify companies with the right characteristics to deliver superior returns over the long term and hence enhance the performance of client portfolios. My particular area of responsibility is technology and communication services companies. I also sit on the committee that oversees the composition of the equity element of the firm's UK illustrative portfolio.