arXiv:2604.02279v1 Announce Type: new
Abstract: Agentic AI shifts the investor’s role from analytical execution to oversight. We present an agentic strategic asset allocation pipeline in which approximately 50 specialized agents produce capital market assumptions, construct portfolios using over 20 competing methods, and critique and vote on each other’s output. A researcher agent proposes new portfolio construction methods not yet represented, and a meta-agent compares past forecasts against realized returns and rewrites agent code and prompts to improve future performance. The entire pipeline is governed by the Investment Policy Statement–the same document that guides human portfolio managers can now constrain and direct autonomous agents.
When to Call an Apple Red: Humans Follow Introspective Rules, VLMs Don’t
arXiv:2604.06422v1 Announce Type: cross Abstract: Understanding when Vision-Language Models (VLMs) will behave unexpectedly, whether models can reliably predict their own behavior, and if models adhere

