InvestIQ was built to help investment professionals, including analysts and portfolio managers, reduce the time they spend on repetitive tasks and allow them to focus on the higher value-added tasks that help them analyze stocks and bonds for their clients.
The platform launched over a year ago and can summarize quarterly earnings, identify patterns from corporate disclosures, and help prepare for meetings with management teams. It has been structured in a way that it can extend to future investment research use cases that the team will be striving for.
Scotia Global Asset Management manages approximately $436 billion in assets*, covering more than 5,000 companies globally. Multiple companies can hold earnings calls on the same day, which Scotia analysts must review and summarize, in support of investment decisions for clients’ portfolios.
Using the AI tool cuts these tasks down from hours to a few minutes. In some cases, we’ve seen a time savings of up to 90%, explains Dan Yungblut, Vice President and Head of Research at Scotia Global Asset Management.
“It allows our investment professionals to focus on their key insights,” says Yungblut. “It certainly enhances their ability to dig deeper.”
The AI tool will never replace the investment expertise the team brings, outlines Yungblut.
“What this does is make sure our investment professionals have the tools that can help apply their investment acumen and judgment and ensure we remain competitive with our peers.”
*as of January 31, 2026
