Franklin Templeton Develops AI Research Workflows to Highlight Risks

Franklin Templeton is developing AI workflows to help portfolio managers compare investment research and examine risks, beginning with equity research, OpenAI said in a case study published November 5, 2026. Codex is one of several tools its investment teams are using. The work addresses a handoff in the existing research process. Analysts perform first-pass stock analysis, review earnings calls and study competitors in each business line before pitching new ideas or updating portfolio managers…

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