The Automation Ahead repository is the companion resource for the Automation Ahead Content Series by the CFA Institute Research & Policy Center (RPC). This series explores the transformative role of generative AI (GenAI) in the investment industry, providing actionable insights and practical tools to enhance efficiency and innovation in financial workflows.
This repository is designed as a learning tool. We encourage you to:
- Explore the code examples to understand the specific applications of each GenAI tool.
- Experiment with modifying and adapting the scripts to fit your own use cases.
- Join us in pushing the industry forward by contributing your insights and improvements.
- Python Code Examples: Each folder includes Python scripts corresponding to the articles, offering hands-on applications of GenAI tools in investment contexts.
- Practical Use Cases: Explore applications developed specifically for investment professionals, enabling you to test and assess GenAI’s practicality in real scenarios.
The Automation Ahead Content Series includes:
- Introduction and Automation Framework: Overview of automation opportunities in the investment industry.
- Practical Guide for LLMs in the Financial Industry: Hands-on insights into leveraging large language models (LLMs) for financial workflows.
- Retrieval Augmented Generation (RAG): Deep dive into how RAG works and explores how to set up a RAG pipeline for information extraction from proxy statements.
- Agentic AI For Finance: Explores the intricacies of agentic ai systems in finance, offering example use cases, tips and case studies that follow the code in this repo.
We invite you to suggest topics or tools you'd like to see covered in future installments by starting a discussion or opening an issue.
We encourage you to share your thoughts, feedback, and desires for the next installment of the series:
- GitHub Discussions: Start a conversation about tools or topics you'd like us to explore.
- Discord: Join our community server to collaborate and network in real time.
This repository is licensed under the MIT License. See the LICENSE file for more information.
Explore, innovate, and lead the future of investment automation with us!
