- AI in Investment Research & Finance
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- Investing in AI: From Workforce Transformation to Portfolio Allocation
Investing in AI: From Workforce Transformation to Portfolio Allocation
+ the AIQ ETF & Several GenAI Jobs of Interest
Welcome back to AI in Investment Research & Finance, your weekly briefing on how smart Artificial Intelligence (AI) prompts can uncover sharper, more actionable market insights.
Table of Contents
In past editions, we explored how AI can support research across topics such as value investing, macro trends, and exchange-traded fund (ETF) strategies — featuring funds like MOAT, SPLV, JEPI, GLD, BITO, and EDOG. We've also shown how fund marketers and financial writers can use AI prompts to produce compelling, data-driven content.
This week, we turn our attention to investing in AI itself. The artificial intelligence revolution is no longer theoretical, it is driving measurable productivity gains across industries. According to PwC’s 2025 Global AI Jobs Barometer, sectors most exposed to AI have seen a threefold increase in revenue per employee since 2022, and workers with AI skills now command over a 50% wage premium, up from 25% the year prior.
These numbers are not just impressive, but also investable. As AI transforms operations, strategy and labor markets, many investors are looking to build exposure in their portfolios through AI-focused ETFs that track innovation leaders across infrastructure, software, semiconductors, and big data.
Sample AI Prompts for Further Exploration
To build on this week’s focus, we’ve put together practical prompts to support deeper research into AI exposure, ETF selection, and thematic investment analysis.
📌 Purpose: ETF Screening
“As a thematic ETF research analyst, provide the names and tickers for five U.S.-listed ETFs with significant AI exposure. Include investment focus, top three holdings, sector allocation, and year-to-date (YTD) performance. Compare pure-play vs. broad exposure. Provide hyperlinks to resources.”
📌 Purpose: Company-Level AI Strategy
“Summarize how [Company Name] is applying AI to operations or product development. Use recent earnings calls, filings and news. Provide links to resources you use.”
📌 Purpose: Building an AI Portfolio
“Design a three-ETF model portfolio for a U.S. based retail investors that captures different layers of the AI value chain: hardware, infrastructure, and application. Justify your picks with data.”
📌 Want More?
We’ve also compiled 10+ bonus prompts for advanced research and writing. To get your copy, just send an email with “AI Prompts” in the subject line to [email protected], and we’ll send you the download.
Marketing Agency Spotlight: EquityEdge Studio
EquityEdge Studio is a U.K. based boutique design and content agency with deep roots in financial marketing. The agency delivers bold, integrated marketing for global clients, with a focus on financial services. Combining creative strength, sector expertise, and personalized care, EquityEdge helps investment firms stand out.
🔗 Explore the agency at equityedgestudio.com
ETF Spotlight: The Global X Artificial Intelligence & Technology ETF (AIQ)
Quick Overview (as of June 10, 2025):
• Current Price: $42.02
• 52-week range: $30.60 to $42.78
• Dividend yield: 0.13%
• Expense ratio: 0.68% per year
For targeted exposure to AI innovation, the Global X Artificial Intelligence & Technology ETF (AIQ) offers a well-rounded entry point. The fund invests in companies advancing machine learning, big data, and automation across sectors, tracking the Indxx Artificial Intelligence and Big Data Index.
Launched in 2018, AIQ uses a modified equal weighting strategy to avoid overconcentration and rebalances twice a year. As of early June, it manages over 3 billion dollars in assets.
The ETF’s portfolio leans heavily toward tech, with information technology at 71.6%, followed by communication services and consumer discretionary at 9.9% each. Geographically, the U.S. dominates with 67% exposure, alongside positions in China, South Korea, Ireland, and Taiwan.
Top names include Tencent (700 HK), Netflix (NFLX), Samsung Electronics (005930 KS), Alibaba (BABA), and Palantir (PLTR). U.S. giants such as Meta (META), Cisco Systems (CSCO), Microsoft (MSFT), Broadcom (AVGO) and IBM (IBM) also rank among the top ten, which collectively make up about one third of the portfolio.
AIQ has returned more than 8% year-to-date, supported by strong results from chipmakers and software firms. For comparison, the Nasdaq 100 is just shy of a 4% gain over the same period. .
Investors looking to build a broader AI allocation might also consider ROBO Global Artificial Intelligence ETF (THNQ), which focuses on infrastructure and automation, or VanEck Semiconductor ETF (SMH), which targets the semiconductor engines behind AI’s rapid expansion.
AI Prompt for Further Exploration
📌 Purpose: Evaluate AIQ’s role as a core holding in an AI-focused thematic investment portfolio.
Prompt:
“A client interested in AI exposure wants to know whether the Global X Artificial Intelligence & Technology ETF (AIQ) is a strong core holding. As a thematic ETF analyst, prepare a comparative summary of AIQ and four competing AI-focused ETFs. For each fund, outline its investment focus, top holdings, sector weights, and year-to-date performance as of June 2025. Then evaluate which fund(s) are better suited for growth, diversification, or stability. Conclude by explaining where AIQ fits within a broader AI investing strategy — and whether it deserves a central or supporting role.”
Bonus use case:
You can follow up with:
“Based on your comparative analysis, recommend an AI-themed ETF portfolio structure for a moderately risk-tolerant investor. Should AIQ serve as the core position, or would a combination of more specialised ETFs provide better diversification or upside potential? Justify your proposed allocation using sector exposure, regional diversification, concentration risk, and current market trends as of mid-2025.”
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AI in Markets: Key Trends & Upcoming Events
🎥 From Soup to Systems: Campbell’s Bold AI Journey
In a recent fireside chat at the CXO Roadshow, Campbell Soup Company’s Jeff Vascoe and Luke Norris shared how the 156-year-old brand is embedding AI across its supply chain, operations, and marketing.
📍 Filmed May 15, 2025, in Atlanta
🧮 AI Is Now Tackling PhD-Level Math Problems
AI is getting surprisingly good at solving advanced math. At a secretive Epoch AI test, OpenAI’s o4-mini solved problems submitted by top mathematicians—including one open question in number theory. While not perfect, it’s now seen as a serious collaborator.
🚚 Amazon Trials AI Humanoids for Future Deliveries
In a move toward next-gen logistics, Amazon is said to be training AI-enabled humanoid robots at a San Francisco site to evaluate their use in automated delivery.
Created with Ideogram
AI Career Moves: Exciting AI Jobs This Week
Looking for your next opportunity in AI? Explore these standout roles across industries and locations:
🇺🇸 Prompt Engineer (PhD Required) – Accrete AI
📍 New York, NY, United States | Full-Time
🔗 View Job Posting🇺🇸 Applied Research – Artificial Intelligence, Associate – Goldman Sachs
📍 New York, NY, United States | Full-Time🇺🇸 Senior Financial AI Specialist – iGenius
📍 United States (Remote) | Full-Time
🔗 View Job Posting🇺🇸 Finance AI Change Management Senior Manager – Atlassian
📍 Mountain View, California, United States | Full-Time
🔗 View Job Posting🇬🇧 Risk Analytics & AI Lead – Kriya
📍 London, England, United Kingdom | Full-Time | Hybrid
🔗 View Job Posting🇬🇧 Markets & AI Modelling – Assistant Manager – Lloyds Banking Group
📍 Halifax, England, United Kingdom | Full-Time | Hybrid
🔗 View Job Posting🇨🇭 AI Research Engineer / Scientist – mimic robotics AG
📍 Zurich, Switzerland | Full-Time
🔗 View Job Posting🇨🇭 AI Training Director – Visium SA
📍 Lausanne, Switzerland | Full-Time
🔗 View Job Posting
📩 Feel free to share this list with anyone looking for AI opportunities!
Stay tuned for next week’s edition, where we’ll explore new AI prompts for deeper sector analysis. To ensure our next newsletter lands in your Inbox, please add our email address [email protected] to your contacts.
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