Hal Haig

Background

About Hal Haig

Transforming institutional investment management through behavioral analytics and generative AI has been my passion and expertise for over two decades. By pioneering AI-driven strategies and patented analytic frameworks, I’ve helped hedge funds, asset managers, and institutional investors unlock powerful, data-driven insights that enhance performance and decision-making. Building and scaling category-defining companies has been at the core of my journey. I founded, scaled, and successfully sold two technology firms to industry leaders, revolutionizing AI-driven investment strategies and embedding behavioral analytics into portfolio management. As Global Head of Behavioral Analytics at FactSet, I spearheaded AI innovations that expanded portfolio coverage by 166% and reduced analysis time by 75%. Leading the development of FactSet’s first generative AI tool, the Portfolio Manager Assistant, resulted in real-time investment insights and earned the company’s prestigious Innovation Award. Pushing the boundaries of AI in investment analytics has always been my focus. Previously, as Founder and President of Cabot Investment Technology, I introduced the first behavioral finance portfolio analysis platform, secured multiple patents, and drove $25M in revenue before selling the company to FactSet, a global leader in financial data and analytics. Developing high-impact teams and future industry leaders is just as important as advancing technology. With an MS in Artificial Intelligence from MIT and a BA in Mathematics & Computer Science from UC Berkeley, I remain committed to shaping the next era of AI-driven investment solutions—where behavioral analytics and machine learning converge to redefine portfolio performance. Connect with me via LinkedIn message.