Auto-tag investment research library by theme

Priya Shah · Senior Investment Analyst Last reviewed 2025-04-20

The problem

Research library has 12K+ documents with inconsistent tagging; analysts can't find prior work.

Re-doing research that already exists is a hidden cost across the investment org.

Embeddings + topic model assigns themes; analyst confirms in batches.

Time saved

Hard to quantify; high qualitative impact

Outcome

Findability up sharply (analyst survey: 4.6/5 vs 2.1/5 baseline).

Prompt

Assign up to 3 themes from the controlled vocabulary to this document. Return JSON: {themes: [...], confidence: 0–1}.

#investments

#knowledge-management

#tagging