For Asset Management

Position memos drop from 6 hrs/name to 30 min. Cover 3-4x more names with the same junior team.

Asset managers — long-only, ETF shops, mutual fund complexes — bleed analyst time on data assembly. The work that creates alpha is the analytical 20%; the 80% mechanical research load is automate-able with proper context engineering.

Run a free audit for your firmBook a 20-min scoping call

What we'd ship for you

Specific tools we build for asset management firms.

Not generic AI consulting word salad. Concrete, named deliverables with integration points, ship timelines, and expected impact.

1

Position Memo Generator

~14-day ship

What it does: Analyst types ticker → multi-agent stack pulls earnings, sell-side, peer comps, internal coverage → 1-page memo with bull/bear/KRI in your house format.

Why this for you: Junior analyst time per name: 4-6 hours → 30-45 min. Same team covers 3-4x more names.

Integrations

FactSet / Bloomberg / S&PInternal coverage DBClaude with house framework

Expected impact: Coverage breadth up 3-4x with same headcount.

2

Quarterly Investor Letter Drafter

~14-day ship

What it does: Performance attribution + portfolio narrative + macro context → first-draft letter in your house tone, formatted for compliance review.

Why this for you: Quarterly letters eat IR + PM bandwidth. Drafting in your house voice keeps tone consistent across reps.

Integrations

Your PMS / accounting platformMacro data feedsClaude + style guideInDesign / Word export

Expected impact: Cut letter cycle from 3 weeks → 5 days.

3

Risk Committee Briefing Generator

~14-day ship

What it does: Daily/weekly aggregation across positions → risk-committee briefing with exposure metrics, anomaly flags, narrative explanations.

Why this for you: Risk committees burn hours assembling decks that are 90% repeatable. Auto-drafted with human review.

Integrations

Risk platform exportClaude scoring + narrativePDF delivery

Expected impact: Risk committee prep: half-day → 30 minutes.

Regulatory frameworks we map to

Every build comes with compliance documentation tied to the frameworks your firm is examined against.

  • 1940 Act compliance (mutual funds)
  • GIPS performance reporting
  • Model risk + benchmark integrity
  • SEC Rule 30e-1 reporting
  • ICI Best Practices

Common tooling we wire into

We integrate with the systems your team already opens every day — not yet-another-dashboard.

  • Bloomberg / FactSet / S&P
  • Aladdin / Charles River (OMS)
  • MSCI / Axioma (risk)
  • DST / SS&C / Northern Trust (fund admin)

How asset management firms typically engage

  • Single-team pilot (research, IR, or risk)
  • Cross-team stack with shared compliance layer

Every engagement starts with a free AI audit + a 20-minute scoping call. We quote fixed-price after we understand your firm's actual workflows and regulatory environment.

Ready to ship AI in asset management?

Start with a free audit — we'll show you exactly what we'd build for your firm with dollar-recovery math and a 14-day timeline. No call required.

Run free auditBook a scoping call