Investment Fund Managers
In short: today's best AI models could do about 54% of this job's working time (projected from METR's April 2026 measurement and Epoch's November 2026 index) if the work were set up for them, and about 89% by the end of 2028 if progress keeps its long-run pace. The people and hands-on work, about 11% of the time, stays with people.
Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
$166,570 a year (for the broader BLS group this job sits in).
A typical 40-hour week
Not yet reviewed task by task- AI could take on22 h
- A person checks AI's work0 h
- Desk work AI can't do yet14 h
- Stays with people4 h
Investment Fund Managers, now: of a 40-hour week, AI could take on 22 hours, 0 hours become checking its work, 14 hours are desk work it can't do yet, and 4 hours stay with people.
The largest pieces: Select specific investments or investment mixes for purchase by an investment fund (about 4 h); Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation (about 3 h); Manage investment funds to maximize return on client investments (about 3 h).
Estimates for a typical week of this job, if progress keeps its long-run pace, counting work the best models finish four times in five. Every task is below.
of the working time. Now is projected from METR's April 2026 measurement and Epoch's November 2026 index.
- 89%
- 11%
- 0%
of the work: Anthropic's measure of what people already bring to Claude at work (2025). It counts help with part of a task, so it can be higher than the share within reach.
On the chosen pace and reliability. Estimate.
Share of the working time within reach, now to 2030
Change assumptionsHide assumptionsLong-run pace, four in five
What each choice means: , , , , . Every pace starts from .
At this date and pace, models finish tasks up to 2.4 work days long four times in five.
How far this has come
With GPT-4, measured in March 2023, 0% of this job's working time was within reach at . With Claude 3.7 Sonnet, measured in February 2025, 0%. With Claude Mythos Preview (early), measured in April 2026, 8%. Today's estimate: 54%.
A backcast: today's task data with the best model METR had measured by each date. It shows how fast the models have moved, not what anyone forecast at the time.
Measured use over time
Of the Claude.ai conversations Anthropic sampled and tied to a work task, 0.14% went to this job's tasks in May 2026, the 134th largest of the 447 jobs that showed up at all; 3 of its 20 tasks showed up. Within each of Anthropic's methods, never across a change: 0.16% to 0.11% (released February and March 2025); 0.22% to 0.47% (August 2025 to February 2026); 0.15% to 0.14% (April to May 2026).
Each release
| Conversations | Share | Rank | Tasks seen |
|---|---|---|---|
| Released February 2025 | 0.16% | 112 of 708 | 11 of 20 |
| Released March 2025 | 0.11% | 147 of 703 | 10 of 20 |
| The week of Aug 4, 2025 (released September 2025) | 0.22% | 85 of 655 | 9 of 20 |
| The week of Nov 13, 2025 (released January 2026) | 0.26% | 65 of 672 | 9 of 20 |
| The week of Feb 5, 2026 (released March 2026) | 0.47% | 43 of 677 | 11 of 20 |
| April 2026 (released June 2026) | 0.15% | 126 of 434 | 3 of 20 |
| May 2026 (released June 2026) | 0.14% | 134 of 447 | 3 of 20 |
Measured, not estimated: Anthropic's samples of Claude.ai conversations, each tied by a model to an O*NET task, from the Anthropic Economic Index. It says where Claude's use goes, not how much of this job's working time it covers, so it is not on the same scale as the reach above. The releases differ in their sample, their classifier and the smallest share they report (the June 2026 file rounds each task to a hundredth of a percent, so a smaller task reads as none), which is why a change of method starts a new line. At least 96% of each older release's task-tied use matched this site's tasks, and all of the newest. Claude.ai only, so use through other tools and other companies' models is not in it. Every job ranked.
Robots and the physical work
Anthropic rates almost none of this job's working time as physical work, so robots do not reach it.
Anthropic's rating, not this site's estimate: Claude Opus 5, searching the web, rated each physical O*NET task by the kind of setting in which a robot it could cite (deployed, sold or demonstrated) does most of the task, weighted by its own estimate of each task's share of the time (What work can robots do?, September 30, 2026, data CC BY 4.0; every job ranked). A robot shown somewhere is not a robot in your building: cost, setup and safety decide that. The share within reach on this page still counts no body work. The robot behind each rated task is under the task below.
The tasks
Sorted by . 20 tasks from .
| Task | Kind | |||
|---|---|---|---|---|
| Manage investment funds to maximize return on client investments.Done hourly or more by most who do it. AI observed on this task. | 12% | 6.7 h1.7 h to 2.1 work days | 61%Half by now | |
| Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.Done daily by most who do it. AI observed on this task. | 12% | 6.7 h2.5 h to 2.5 work days | 69%Half by now | |
| Develop, implement, or monitor security valuation policies.Done daily by most who do it. | 12% | 6.7 h1.7 h to 2.1 work days | 61%Half by now | |
| Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.Done more than yearly by most who do it. AI observed on this task. | 12% | 1.7 work days3.3 h to 4.2 work days | 31%Half by Mar 2027 | |
| Develop or implement fund investment policies or strategies.Done daily by most who do it. AI observed on this task. | 12% | 2.1 work days3.3 h to 4.2 work days | 23%Half by May 2027 | |
| Select specific investments or investment mixes for purchase by an investment fund.Done daily by most who do it. AI observed on this task. | 11% | 3.3 h50 min to 1.3 work days | 80%Half by now | |
| Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.Done daily by most who do it. AI observed on this task. | 5% | 1.7 h25 min to 5 h | 94%Half by now | |
| Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.Done more than yearly by most who do it. | 5% | 6.7 h3.3 h to 2.1 work days | 86%Half by now | |
| Develop or direct development of offering documents or marketing materials.Done more than yearly by most who do it. | 4% | 1.3 work days2.5 h to 4.2 work days | Stays with people | |
| Identify group or individual target investors for a specific fund.Done more than yearly by most who do it. AI observed on this task. | 3% | 3.3 h50 min to 1.3 work days | 80%Half by now | |
| Select or direct the execution of trades.Done daily by most who do it. AI observed on this task. | 2% | 50 min13 min to 2.5 h | Stays with people | |
| Present investment information, such as product risks, fees, or fund performance statistics.Done more than monthly by most who do it. AI observed on this task. | 2% | 1.7 h38 min to 5 h | Stays with people |
Within reach, per task: the share of the task's time whose instances are short enough for a model to finish at the chosen date, pace and reliability. Half by: the date half of that time comes within reach.
Jobs that share skills with this one
From O*NET's related occupations. Within reach now and by the end of 2028, long-run pace, four in five.
- Financial and Investment Analysts53% now, 84% by 2028
- Financial Risk Specialists46% now, 92% by 2028
- Personal Financial Advisors71% now, 73% by 2028
- Securities, Commodities, and Financial Services Sales Agents69% now, 73% by 2028
- Financial Quantitative Analysts25% now, 90% by 2028
- Financial Managers52% now, 83% by 2028
Where this job works
The industry groups that employ the most of it (BLS, May 2025). Counts are for the broader BLS group this job sits in.
- Credit Intermediation and Related Activities (5221 and 5223 only)113,190 people
- Management of Companies and Enterprises94,170 people
- Securities, Commodity Contracts, and Other Financial Investments and Related Activities70,400 people
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services59,650 people
- Insurance Carriers34,690 people
Where the most of these jobs are
The metro areas with the most people in it (BLS, May 2025). Counts are for the broader BLS group this job sits in.
Questions about this job
- How much of the work of Investment Fund Managers is within reach of AI now?
- An estimated 54% of the working time is within reach of AI models now and 89% by the end of 2028, on METR's long-run pace at four in five (84% to 89% across the three paces the site shows). Within reach means a model could finish work that long at that reliability. It is not a forecast of jobs lost or of savings.
- Which tasks of Investment Fund Managers come within reach first?
- Weighted by the time each takes, the tasks with the most within reach now (projected from METR's April 2026 measurement and Epoch's November 2026 index) are: Select specific investments or investment mixes for purchase by an investment fund (80% of the task's time now, 100% by the end of 2028); Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation (69% of the task's time now, 100% by the end of 2028); and Manage investment funds to maximize return on client investments (61% of the task's time now, 100% by the end of 2028).
- Which tasks of Investment Fund Managers stay with people?
- Tasks that are people work or body work are not counted as within reach at any date. The largest: Develop or direct development of offering documents or marketing materials; Select or direct the execution of trades; and Present investment information, such as product risks, fees, or fund performance statistics. Together such tasks are about 11% of the working time.
- Do people already use AI for the work of Investment Fund Managers?
- In the Claude.ai conversations Anthropic sampled for May 2026 and tied to a work task, 0.14% went to this job's tasks, the 134th largest share of the 447 jobs that showed up; 3 of its 20 tasks appeared. Anthropic's labor market measure puts the share of the job's tasks seen in real Claude use at work at 39%. These are measures of use, not of how much of the work AI could finish, and they cover Claude only.
- Can robots do the physical work of Investment Fund Managers?
- Anthropic's robot exposure rating (September 2026) finds almost none of the working time is physical work, so robots do not reach it.
- How is this estimated?
- From the 20 tasks O*NET lists for the occupation, each with an estimated length checked against GDPval and a share of the working time, each classed as desk, people or body work, and METR's measurements of how long a task the best AI models can finish, carried forward to the date from the latest, Claude Mythos Preview (early) in April 2026. Data checked November 10, 2026.
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