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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Franklin Templeton Develops AI Research Workflows to Highlight Risks