AI-Driven Investment Strategies

This unit examines investment options and tools shaped by artificial intelligence, including stocks, ETFs, robo-advisors, real estate vehicles, commodities, IPOs, taxes, and career implications. Students will apply AI research tools and financial metrics to evaluate, construct, and communicate diversified, tax-aware investment plans that manage risk and prepare them for advanced portfolio management topics in the final unit.

Learning Objectives

• Analyze AI-influenced investment vehicles (AI stocks, ETFs, mutual funds, REITs, commodities, IPOs, and small caps) using risk-return metrics, dividend considerations, and leading economic indicators to prioritize investment opportunities in case-study scenarios
• Evaluate tax and retirement account strategies by comparing tax implications and long-term outcomes for investment decisions and recommending optimal account types and tax tactics for specified investor profiles
• Apply AI research tools (including multiple LLM alternatives, AI news feeds, YouTube AI channels, LinkedIn groups, and investor e-zines) to gather, synthesize, and present data-driven investment recommendations for large-cap and impacted companies
• Demonstrate the ability to design a diversified portfolio and hedging plan that integrates direct and indirect AI exposure (including robo-advisors, investor organizations, and real estate options) and addresses risks such as job displacement and overreliance on technology