AI Automation Index

Will AI Replace Investment Fund Managers?

Task-level automation exposure for Investment Fund Managers: 20 O*NET tasks scored against their work activities, plus the simulator.

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Developed & audited by Gini Loh

Automation Exposure

56% weighted task index

20 of 20 tasks scored

Median Salary

$166,570 / year

BLS OEWS, May 2025 — this exact occupation

Employment Level

Very High

841,710 people hold this job — size, not growth

Projected 2025–35

+9.7% employment change

65,600 openings a year · BLS line item

Pay by state

BLS OEWS publishes 54 state estimates for this occupation. Each is its own survey estimate, not the national median adjusted for local prices.

$80,390 – $219,880

Highest medians

New York $219,880

Massachusetts $206,760

New Jersey $199,110

District of Columbia $188,880

Virginia $185,220

Lowest medians

Guam $80,390

Puerto Rico $90,660

Virgin Islands $94,990

Mississippi $111,390

West Virginia $113,140

State figures come from the 11-3031 row in the May 2025 state panel. States where the estimate was suppressed or too small to publish are absent.

What the score is made of

Each task is mapped to its work activities, scored for AI automation potential, and weighted by how important those activities are to the job. These are the components.

Automation potential 56%

Importance-weighted mean of the scored tasks. This is the headline index.

Physical work 0%

Share of weighted tasks in hands-on or machine-operating work activities.

Judgment & influence 73%

Share in analysis, decisions, teaching, directing, advising, or caring for others.

Routine administration 0%

Share in documenting, recording, and administrative activities.

Rewritten by O*NET 0%

Share of weighted tasks O*NET rewrote in a recent update. Reported, not folded into the score.

Consequence of error 32/100 Moderate

O*NET's own rating of how serious an uncorrectable mistake would be here — respondents, not us. Deliberately not in the index: the score measures what AI can do with the task content, and multiplying it by stakes would be our judgment dressed as data.

Constituent Task Mix

20 tasks for this occupation, weighted by work-activity importance. Shares below are of total task weight, not task count.

High exposure (≥ 60% of the task is automatable) 51%

11 tasks

Medium exposure (≥ 35%) 42%

8 tasks

Low exposure (below 35%) 7%

1 tasks

How would you survive?

Move your week away from the high-exposure tasks and toward the ones that need judgment. The simulator recalculates the index as you shift the mix.

Simulate Upskilling →

Constituent Tasks

#15678 · Core · 35% automatable

Manage investment funds to maximize return on client investments.

decision support — Financial operations direction carries fiduciary accountability

Direct financial operations.

#15679 · Core · 35% automatable

Select specific investments or investment mixes for purchase by an investment fund.

decision support — Financial operations direction carries fiduciary accountability

Direct financial operations.

#15669 · Core · 75% automatable

Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.

data analysis — Financial indicator monitoring is well-suited to AI analytics

Monitor financial activities. Monitor financial indicators.

#15676 · Core · 33% automatable

Select or direct the execution of trades.

decision support — Financial operations direction carries fiduciary accountability

Approve expenditures. Direct financial operations.

#15675 · Core · 45% automatable

Develop or implement fund investment policies or strategies.

decision support — AI drafts policies; accountability and context are human

Implement organizational process or policy changes. Develop organizational policies or programs.

#15667 · Core · 72% automatable

Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.

data analysis — Forecast analysis for decisions; human decides

Analyze forecasting data to improve business decisions.

#15668 · Core · 62% automatable

Present investment information, such as product risks, fees, or fund performance statistics.

decision support — Drafts advice; accountability and context owned by human

Advise others on business or operational matters.

#15664 · Core · 50% automatable

Develop, implement, or monitor security valuation policies.

data analysis — Procedure conformance monitoring is largely document and data based

Monitor organizational procedures to ensure proper functioning. Implement organizational process or policy changes. Develop organizational policies or programs.

#15671 · Core · 58% automatable

Meet with investors to determine investment goals or to discuss investment strategies.

interpersonal — Stakeholder communication needs relationship and judgment

Communicate organizational information to customers or other stakeholders.

#15665 · Core · 80% automatable

Attend investment briefings or consult financial media to stay abreast of relevant investment markets.

information retrieval — AI summarizes developments; human retains expertise

Maintain knowledge of current developments in area of expertise.

#15660 · Core · 60% automatable

Prepare for and respond to regulatory inquiries.

text generation — Information exchange coordination largely automatable

Coordinate with external parties to exchange information.

#15674 · Core · 65% automatable

Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.

decision support — Potential assessment aided by research, human decides

Evaluate potential of products, technologies, or resources.

#15662 · Core · 43% automatable

Hire or evaluate staff.

decision support — Performance review aided; accountability and context human

Evaluate employee performance. Hire personnel.

#15670 · Core · 78% automatable

Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.

information retrieval — AI monitors news and events affecting operations

Monitor external affairs or events affecting business operations.

#15673 · Core · 51% automatable

Develop or direct development of offering documents or marketing materials.

text generation — Promotional copy and graphics largely AI; human approves

Develop promotional materials. Direct sales, marketing, or customer service activities.

#15677 · Supplemental · 65% automatable

Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.

decision support — AI assesses compliance against written standards

Determine operational compliance with regulations or standards.

#15661 · Supplemental · 65% automatable

Verify regulatory compliance of transaction reporting.

data analysis — Flags policy violations in records; human adjudicates

Examine financial records to ensure compliance with policies or regulations.

#15666 · Supplemental · 78% automatable

Review offering documents or marketing materials to ensure regulatory compliance.

text generation — Marketing compliance review against rules, human signs off

Examine marketing materials to ensure compliance with policies or regulations.

#15672 · Supplemental · 68% automatable

Identify group or individual target investors for a specific fund.

data analysis — AI analyzes market data to identify prospects

Identify potential customers.

#15663 · Supplemental · 35% automatable

Direct activities of accounting or operations departments.

decision support — Financial operations direction carries fiduciary accountability

Direct financial operations. Direct organizational operations, projects, or services.

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Community Sentiment

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Method

How this was scored

1. Tasks. O*NET task statements for this occupation, from a release whose newest record is dated 08/2026.
2. Work activities. Each task maps to 1–5 Detailed Work Activities; each activity belongs to one of 41 Generalized Work Activities that O*NET rates for importance (1–5) in this occupation.
3. Automation potential. Every work activity carries one score for how far current AI can perform it end-to-end. Tasks inherit the mean of their activities.
4. Weighting. Task weight = 0.35 + 0.65 × (importance − 1)/4, scaled by how often the task is performed and by 0.7 for Supplemental tasks. Importance is the task's own O*NET rating where it exists (18,369 of 18,838 tasks); the rest inherit their work activities' importance. The index is the weighted mean.

Check: across the 910 occupations where O*NET also rates how far machine speed sets the pace, this index moves opposite to it (Spearman ρ = -0.49). The more a job is paced by equipment, the less of its task content AI can address — the relationship you would expect if the scoring is working.

Sources · O*NET 31.0 (task records to 08/2026) · BLS OEWS May 2025 · BLS projections 2025-2035 · rubric v2.1 · tasks for O*NET, not a forecast

See the full method →

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