AI-Powered Investment Research & Risk Management

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Challenge

TCW analysts spent significant time manually managing data across credit ratings, financial reports, and market insights. This manual process slowed research, delayed investment decisions, and increased the risk of missed opportunities in a fast-moving market.

Solution

TCW partnered with Fog Solutions and Microsoft to launch a multi-year AI initiative, building on Azure AI services and Fog’s AI expertise. Together, they developed a hybrid AI team model and deployed a scalable platform foundation, enabling automation across multiple investment use cases: EquityIQ.ai – Investment research automation Trading Compliance AI – Trade surveillance This phased execution roadmap allows TCW to continuously expand AI adoption across research and compliance functions. Ongoing innovation through combined business + AI expertise

Results

50% faster research and reporting

Accelerated insights with AI automation

Enterprise AI roadmap established

Automated credit risk monitoring improves efficiency

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