AI will have a more profound impact on humanity than fire, electricity or the internet

Sundar Pichar, CEO of Alphabet

AI graphic

Dasseti's CEO says AI will transform the investment landscape by:

  • Raising the bar on using data to drive investment decision making
  • Excelling at consuming and correlating large datasets faster than humans
  • Being a "co-pilot" not an auto-pilot
  • Being implemented ethically and transparently
Wissem Souissi AI Views

Advanced technology in the investment sector: Take a quick trip through the ages

Advanced technology has been around a long time and the investment sector has been taking advantage since the 1950s! 


In the 1950's IBM introduced basic
statistical analysis and regression


The 1960's saw the first automated trading systems for algorithmic trading of stocks. The NYSE’s “designated order turnaround” system, was introduced in 1969


Financial economists developed the Efficient Market Hypothesis, laying the groundwork for quantitative analysis.

Charles Schwab was one of the first to use technology to offer low-cost trades to individual investors. 

And the first electronic stock market NASDAQ, was established in 1971.


In the 80s, more powerful computers enabled more advanced statistical strategies. Neural
networks researched for financial forecasting.

Bloomberg Terminal was launched in 1982


The 90's saw machine learning take the stage, with the advent of algorithmic trading strategies.

The growth of quant hedge funds using AI and advanced statistical models paved the way for online trading, research, and portfolio management tools. 

Fidelity Investments and Vanguard were early adopters. 


In the 00's high frequency trading takes off
and AI is used for trade execution, risk management and portfolio optimization.

BlackRock begins applying natural language processing techniques including broker analyst reports, corporate earnings calls, regulatory
filings, and online news articles. 



The 2010s saw big data and deep learning allow for more sophisticated AI strategies. AI is used across investment chain from research to trade analysis.

Citi Ventures is launched, investing in AI and machine learning startups. 


This decade sees the biggest advances in AI technology with the introduction of OpenAI's ChatGPT, and AI starts to become an integral part of asset management. 

It’s used for everything from predictive signals, sentiment analysis and robo-advising to report generation and ops. 

In 2022 we launch Dasseti ENGAGE which uses Natural Language Processing and Elastic Search to speed up RFP responses

2023 and beyond

We are rolling out AI enabled enhancements across Dasseti ENGAGE, Dasseti COLLECT and Dasseti ESG. 

Do you want to be an early adopter of our AI enhancements? Get in touch and let's chat!

Dasseti AI Roadmap

Our manager, institutional investor, consultant and ESG clients will benefit from Dasseti's AI development roadmap which includes multiple different applications of AI across the whole software portfolio.

If you are interested in becoming a collaborator, please get in touch.

Transforming the due diligence process for investors, managers and consultants