Sounds like a solid idea. Let’s first map out the key AI trends—predictive analytics, automated compliance, and personalized customer journeys. Then audit our current holdings: are we underweight in data‑heavy banks or fintechs that are already integrating AI? If we’re missing any, we should consider adding a few niche players that are building proprietary ML models for risk scoring. Keep the allocation balanced so we’re not overexposed, but stay flexible to adjust as new tech proves itself. And maybe set up a small research sub‑team to monitor emerging patents or startup breakthroughs—being ahead means staying informed before the market does.

Glad you’re on board—let’s draft the playbook, cap the risk at a manageable level, and give that research wing a clear mandate. Onward.

Here’s the plan: 1. Draft the playbook—outline objectives, key AI segments, and entry criteria. 2. Set risk cap—limit exposure to any single AI theme at 8% of the portfolio, keep volatility below 12%. 3. Research wing mandate—assign a team to monitor patent filings, startup accelerators, and regulatory changes, deliver a monthly briefing on emerging pivots. Then we align the team, lock in the thresholds, and move forward.