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Barlow says Microsoft Copilot currently trails Anthropic's Claude for investment work

Abby Barlow · AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515) · Sep 14, 2026 · at 5:18

Abby Barlow, CIO of Westwood Management, compares the different generative AI tools she uses in her investment office workflow.

0:00 / 0:05exact quote · 5.8s
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“We also have a co-pilot subscription. It is not as good at this moment.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Abby Barlow

Disclosure
Barlow uses AI as her analyst instead of hiring one
“Part of the reason I have not hired is because I happen to start at the same time that AI was becoming a thing and have leaned into it to support me and become my analyst.”
Abby Barlow Sep 14, 2026 ▶ 4:40 AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515)
Assertion Not checkable as stated
Barlow says fund managers expect LPs to feed pitch decks into AI
“I have been asking managers, how do you feel about LPs taking your legal docs, pitch decks, and putting them into AI? The answers I've gotten have been all over the place. In general, they say, we just expect it's happening. We would assume that those LPs are …”
Abby Barlow Sep 14, 2026 ▶ 11:39 AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515)
Insight
Prompting AI to find its own errors catches missed mistakes, Barlow says
“I have gotten in a habit where I will ask it at the end of any deliverable, go back to the beginning of this conversation and what we were trying to accomplish, review the deliverable, triple check all the numbers again, find your own errors. It will be like, …”
Abby Barlow Sep 14, 2026 ▶ 11:12 AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515)
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