Tag: AI

This paper examines the implications of these shifts for the IT architecture of asset managers and owners, aiming to offer a framework for understanding how AI changes the strategic options available while delivering a practical guide for navigating the transition.

Our latest 2026 Asset & Wealth Management Outlook is out, and the message is clear: the industry is shifting from innovation to execution. After years of investment in AI, data platforms, and private markets, firms are now under pressure to deliver measurable results. Despite market resilience, growth is increasingly driven by operational discipline, strong data foundations, and strategic clarity. As fee pressure, regulatory scrutiny, and evolving client expectations intensify, firms that can translate investment into performance will lead the way.

Our latest Alternatives Outlook is available now, and it’s clear the industry is entering a more disciplined phase of growth. With private markets expanding and product complexity increasing, firms must move beyond innovation to operational excellence and scalability.

We set out to cut through the noise of AI use within Investment Research and decided to conduct a pulse survey to quantify some of the discussions we were having with clients. Our pulse survey spanned asset managers (65%), wealth managers (15%) and asset servicers (10%). The findings are informed not only by survey data, but by the experience of our firm’s AI Working Group—professionals working hands‑on with asset and wealth managers as they deploy GenAI solutions.

Data and AI are reshaping how investment managers operate – and the ecosystem around them is evolving faster than anyone can track.

Without the right data architecture, most AI initiatives falter in production, plagued by hallucinations, siloed insights, and regulatory pitfalls. This is where knowledge graphs and graph databases step in as the critical enabler, transforming fragmented data into interconnected, context-rich networks that fuel precise, explainable AI.

The strongest AI strategies start by asking the right questions – not just about the tools, but about the people, the adoption journey, and the measurable impact they’re designed to deliver.

While there are widespread examples of use cases for AI, this paper highlights three forward-looking AI applications that are being actively assessed by leading pension funds and outlines key considerations for scaling them effectively and responsibly.

A new report by Alpha FMC, a global leader in consulting for the asset and wealth management industry, has revealed what capabilities asset managers want from their asset servicing partners

Are your teams turning today’s data deluge into AI-powered insight, or still drowning in information?
We’ve seen that, with the right approach, firms can spot untapped mandates before competitors, free Sales, Marketing, Client Service, and Product teams for high-value conversations, and predict redemptions early enough to protect revenue. Read our insights on the enablers and critical success factors here.