AI operations for asset management
Monitoring holdings and researching ESG and proxy questions is deep, continuous work. An agent watches around the clock and briefs you with cited sources.
The manual work we take off your team
Every asset manager does the same repetitive work by hand. That’s where an agent starts.
Monitoring never sleeps
Material events across a portfolio surface faster than any analyst can watch for.
ESG research is heavy
Pulling and synthesising disclosures across dozens of holdings by hand.
Proxy season crunch
Hundreds of votes to research against your policy in a narrow window.
What an agent does here
Continuous monitoring
Holdings watched around the clock; material events surfaced with sources.
ESG & proxy research
Disclosures gathered and summarised; recommendations mapped to your policy.
Multi-model consensus
On critical calls, several models argue before answering — disagreement flags a human.
What it looks like for an analyst
Brief: 2 material events overnight, 8 proxy votes researched, 1 ESG flag needs your read.
You review the ESG flag; the agent cites the exact disclosure it came from.
Proxy recommendations drafted against policy; the two close calls are escalated to you.
Every recommendation carries its sources and the models’ level of agreement.
Connects to the tools asset managers already run on
Further reading
AI Agents in Asset Management: Portfolio Monitoring and Risk Alerts
Portfolio monitoring is continuous work done in periodic batches. AI agents close the gap: mandate checks, event detection, risk alerts — with humans deciding.
Multi-Model Consensus: Why Critical AI Decisions Need More Than One LLM
How running Claude, GPT and Gemini in parallel turns model disagreement into a signal for human review. Architecture, cost analysis, and when 3x the price is worth it.
AI for ESG Research: Screening, Controversy Detection, and Consensus
ESG research is high-volume document analysis with judgment calls — ideal for AI agents with multi-model consensus. How to automate screening without automating the opinions.
Tell us what your asset manager does by hand.
We’ll show you what an agent can take over — in weeks, not quarters.
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