Sarah Ketterer
speaker
355 appearances
1 recordings
1 series
first heard Jul 2026
last heard 6 Jul
Sarah Ketterer’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Thank you for inviting me.
Causeway is a fund manager.
We manage approximately $80 billion of client assets, and our clients are largely institutional, and our business is global equity.
So we have both fundamental research and quantitative research, and we have strategies that deploy equity.
Primarily fundamental with quantitative risk control and then primarily quantitative with fundamental risk control.
So that's what distinguishes us.
It's the convergence of both fundamental and quant.
Well, I believe that the initial applications of AI for us at Causeway, we've had a similar experience to other enterprises in that we've got tremendous efficiency gains from coding.
So that our software engineers could do so much more in the same amount of time.
And I've noticed this based on our head of investment technology has been able to do much more for our quant effort and the people who work for him.
So the quant software infrastructure has become much more developed more quickly.
That means that our quant researchers can test.
test more ideas and do so not just more quickly, but more accuracy.
The head of our digital services, just our whole IT effort, he's been able to help us produce a tax optimizer.
He did it in about two weeks.
It normally would have taken months.
This was all, I guess, in part, vibe-coded using AI models to accelerate the software development.
But the output has been really good and the interaction with our team to make sure that it does what it's supposed to do for our mutual funds has been great.
But I'm going to just step back and say that from a coding perspective, fantastic.
From an investment perspective, the answer is mixed.
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