WCM built an internal AI assistant to analyze earnings and expert networks
Sloan Payne · Sloane Payne and Dave Joerger – Why Culture Matters (EP.500) · May 4, 2026 · at 42:30
Sloan Payne, executive at WCM Investment Management, discusses the proprietary AI tools the asset management firm developed in-house to support its investment team.
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“We have a thing called Sherpa, which is this internal AI research assistant. It's built by the investment team, and it's a data scientist and an AI guy we brought in. It does deep research on earnings transcript, expert data networks, aggregating colossal amounts of information with very specific cues and prompts around what matters to us, prompts around what's changing, not give me a static research report, and all of it grew from within.”
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