Welcome to the Brookfield Oaktree GenAI demo. This AI service provides investors with easy evaluation and analysis of Oaktree’s funds in any language*.

Simply click on the green chat icon on the bottom right to chat with the AI.

The Oaktree GenAI is a custom designed, private AI application using Anthropic’s most intelligent AI model Claude 3.5 Sonnet. Claude offers the highest level of intelligence and after thoroughly testing competing models, Advanced GP has picked Claude 3.5 Sonnet as its best choice for financial analysis, fluency, and understanding.

For complete accuracy, this version Oaktree AI vB.3 Structured Data is programmed to respond within its scope of private knowledge. It cannot search or respond to information from the public internet and it will decline to answer any questions outside of its scope. The scope of responses and analysis are limited to the information extracted and structured from the 2023 Brookfield Oaktree Holdings, LLC 10-K Annual Report.

This version features a scope of knowledge structured and formatted for AI use eliminating the risk of misinterpretation of financial data.

Advanced GP’s proprietary process ensures consistency across comparable data and time periods providing well organized, referenced responses.

Usage Guide

• We’ve tested your AI thoroughly for its ability to read and know all your information and for information accuracy. It knows your data.

• If the responses seem slow or its unable to reference sections or answers, or gives a long answer but can’t finish in the end, ask again but be more specific (may be due to token limits where it cannot provide long answers and or high server or compute load which in combination makes the AI seem like it’s “getting tired”)

• Best to refresh or reload the chat often, especially after long responses and chat sessions

• Refreshing and reloading the chat resets the connection and token limits

*The top fifteen languages supported based on usage and training data are: English, Chinese (Mandarin), Spanish, French, German, Portuguese (Brazilian and European variations), Japanese, Russian, Arabic, Korean, Italian, Dutch, Hindi, Turkish, Swedish.