AI exposure: Investment Fund Managers
Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
Reading this score
computed43.9% of this occupation's weighted task load is exposed, which puts Investment Fund Managers at the 79th percentile of 923 occupations. The capability is largely there. Its average task scores 2.9 out of 4 on what a current system can produce, and the frictions that hold other jobs in place are comparatively weak here.
What holds the line here is context. Across this occupation's 20 tasks it averages 2.22 out of 3, the highest of the five friction dimensions. In plain terms, the work depends on knowledge the model cannot hold. Much of this job runs on things that were never written down: what this particular organisation does, what happened last week, what the person across the table actually meant. That context is the barrier, and it erodes as systems are given more access.
The most exposed thing this job does is Identify group or individual target investors for a specific fund, at 80.0%. The least is Select specific investments or investment mixes for purchase by an investment fund, at 20.0%. A gap of 60.0% between two parts of the same job is the reason this index publishes at task level. An occupation-wide number would have hidden both.
Within management occupations, this one is more exposed than most. The median across the 56 roles in the group is 41.2%, and only 14 of them score higher than this. Occupational families are not uniform, and the spread inside them is often wider than the gap between them.
What would move this score. Of 20 tasks, 13 are currently banded exposed, 7 assisted and 0 untouched. For that distribution to shift materially would take cheaper ways to verify output, since the cost of checking is currently doing more to hold this work in place than the cost of producing it. The score is re-computed every quarter against a fresh capability reference, and the change is published rather than quietly applied.
Task by task
20 tasks, O*NET 31.0| Task | Exposed | Assisted | Untouched | Importance | Band |
|---|---|---|---|---|---|
| Identify group or individual target investors for a specific fund. | 80.0% | 20.0% | 0.0% | 3.54 | exposed |
| Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation. | 73.3% | 26.7% | 0.0% | 4.38 | exposed |
| Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities. | 73.3% | 26.7% | 0.0% | 3.72 | exposed |
| Meet with investors to determine investment goals or to discuss investment strategies. | 66.7% | 33.3% | 0.0% | 4.22 | exposed |
| Attend investment briefings or consult financial media to stay abreast of relevant investment markets. | 60.0% | 15.0% | 25.0% | 4.05 | exposed |
| Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals. | 58.3% | 29.2% | 12.5% | 4.56 | exposed |
| Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential. | 55.0% | 20.0% | 25.0% | 3.79 | exposed |
| Develop or direct development of offering documents or marketing materials. | 52.5% | 22.5% | 25.0% | 3.57 | exposed |
| Prepare for and respond to regulatory inquiries. | 50.0% | 25.0% | 25.0% | 3.99 | exposed |
| Present investment information, such as product risks, fees, or fund performance statistics. | 45.0% | 30.0% | 25.0% | 4.23 | exposed |
| Verify regulatory compliance of transaction reporting. | 45.0% | 30.0% | 25.0% | 3.70 | exposed |
| Review offering documents or marketing materials to ensure regulatory compliance. | 45.0% | 30.0% | 25.0% | 3.58 | exposed |
| Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements. | 35.0% | 40.0% | 25.0% | 3.79 | assisted |
| Develop, implement, or monitor security valuation policies. | 25.6% | 24.4% | 50.0% | 4.22 | exposed |
| Select or direct the execution of trades. | 23.3% | 26.7% | 50.0% | 4.48 | assisted |
| Develop or implement fund investment policies or strategies. | 23.3% | 26.7% | 50.0% | 4.47 | assisted |
| Direct activities of accounting or operations departments. | 21.7% | 28.3% | 50.0% | 3.47 | assisted |
| Hire or evaluate staff. | 20.8% | 41.7% | 37.5% | 3.76 | assisted |
| Manage investment funds to maximize return on client investments. | 20.0% | 30.0% | 50.0% | 4.81 | assisted |
| Select specific investments or investment mixes for purchase by an investment fund. | 20.0% | 30.0% | 50.0% | 4.61 | assisted |
Task text and importance ratings sourced from O*NET 31.0. Shares computed. The occupation score is the importance-weighted mean.
Where the score comes from
judgedEvery task is scored through the standardised work activities it maps to. These are this occupation’s averages on the six rubric dimensions. Capability is what AI can do; the other five are what stands in the way.
| Dimension | Mean | Scale |
|---|---|---|
| Capability | 2.90 | 0-4 |
| Embodiment | 0.11 | 0-3 |
| Presence | 0.87 | 0-3 |
| Accountability | 1.32 | 0-3 |
| Context | 2.22 | 0-3 |
| Verification cost | 1.66 | 0-3 |
What this means in practice
Where most of a role's weighted task load is exposed, the work that survives is usually the part of the job nobody wrote into the job description: deciding what should be produced rather than producing it, and being answerable for the result. The tasks lowest on this page are a better guide to where to spend your time than any general advice about the future of work.
Occupations either side of this one
The four closest scores in the same occupational family, then the four closest anywhere in the index.
Read this carefully. Exposure is not displacement. A high score means current AI systems can produce this work, not that anyone will stop paying a person to do it. Adoption depends on economics, regulation and inertia that this index deliberately does not model. How the score is built.