Franklin Templeton integrates OpenAI tools for equity research workflows

Franklin Templeton has announced the development of AI-driven workflows to enhance its investment research processes, starting with equities. The initiative aims to assist portfolio managers in comparing diverse research views and analyzing investment risks, leveraging tools provided by OpenAI, including its Codex platform. The firm’s current research process is human-led, involving sequential steps such as stock analysis, earnings call reviews, and competitive assessments. However, Franklin Templeton is now incorporating AI to streamline and improve these workflows. According to Katrina Dudley, senior vice president of Public Market Investments, the initial approach of simply connecting AI models to a database did not yield satisfactory results due to the models’ inability to understand relationships within the data.

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