Manulife brings AI to investment teams

Manulife has launched a new AI tool for teams across Manulife Wealth & Asset Management.

The AI Research Assistant streamlines the investment research process for public markets by synthesizing internal and external data sources – company financials, sell-side commentary, internal notes, earnings transcripts, and news stories – into cohesive, actionable insights. It reduces the time spent mining through lengthy documents by 70-80%.

Manulife AI specialists were embedded with the investment research teams to create the solution.

“Artificial intelligence is ushering in a new era for investment management. One defined by accelerated insight, enhanced precision, and scalable decision-making. Its ability to distill vast and complex data into actionable intelligence is reshaping how we assess risk, uncover opportunity, and construct portfolios. We view AI not as a substitute for human judgment, but as a strategic partner, amplifying the capabilities of our investment professionals while preserving the rigor and accountability that define active management.” – Paul Lorentz, President and CEO, Manulife Wealth & Asset Management.

“This is a really exciting development that we believe is an advancement and competitive edge for investment research. By integrating this tool into our processes, we’re accelerating insight generation and empowering our investment professionals to focus on high-impact, strategic investment decisions that drive value for our clients.” – Colin Purdie, Global Chief Investment Officer, Public Markets, Manulife Investment Management.