Assessing AI Technologies and Tools for Asset Management – 2026 Update

As AI becomes ubiquitous across the asset management space, firms are increasingly faced with choosing technology and tools that will maximize their AI capabilities. The right choice can improve efficiency, accuracy, and decision-making, while a misstep could mean major operational and reputational risk. So, how can technology and operations teams assess their readiness for AI […]

Why Real-Time Investment Accounting Data Is the Prerequisite for Agentic AI

Key Takeaways For two years, the conversation on AI in asset management has focused on models: which tasks could be automated, which reports a model could draft and where to run a pilot. The serious planning now is to enable agents to effectively make decisions and take actions with the best supporting system possible. The […]

The Real Work of AI in Investment Accounting

Every investment accounting vendor now claims to have an AI story. The problem is that most firms evaluating those claims are still struggling to answer a much simpler question: Where does the AI actually operate? In many cases, AI in investment operations still means machine learning layered onto overnight batch systems and fragmented books of […]