Causeway Capital, a $67 Billion Asset Manager, Augments Workflows with OpenBB's AI Solutions

Causeway Capital, an investment management firm overseeing $67 billion in assets, has partnered with OpenBB to integrate AI-native workflows into its operations, aiming to enhance investment analysis and decision-making. Didier Lopes, CEO of OpenBB, announced the collaboration via social media, highlighting several months of close work with Causeway Capital's AI Applications analysts and engineers. The partnership underscores a growing trend of asset managers leveraging artificial intelligence to gain a competitive edge.

The collaboration recently culminated in an intensive on-site engagement at Causeway Capital's headquarters. Over two days, OpenBB provided hands-on training to Causeway's analyst and development teams. This was followed by three days of co-building more than five AI-native workflows specifically tailored to Causeway's investment, analysis, and decision-making processes.

"It’s genuinely fun to work with a knowledgeable, capable team that knows what it wants and drives toward clear goals!" Lopes stated in his tweet, emphasizing the positive nature of the engagement.

OpenBB, founded by Didier Lopes, specializes in open-source investment research software designed to make financial data and analytical tools accessible. The company aims to provide a customizable platform for investors and financial professionals, distinguishing itself in a market traditionally dominated by proprietary terminals. This partnership with a significant asset manager like Causeway Capital demonstrates the enterprise applicability of OpenBB's solutions.

Causeway Capital has been actively exploring and deploying AI across its operations, as evidenced by its participation in industry initiatives and internal discussions on AI's impact on finance. The firm's focus on integrating AI reflects a broader industry movement to harness advanced technologies for improved efficiency, risk management, and alpha generation. This collaboration positions Causeway Capital at the forefront of AI adoption within the asset management sector, potentially setting a precedent for other large financial institutions.