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Insight

The AI Maturity Gap – Why Asset Managers Are Starting to Diverge

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Courtney Lemenze +1 Others

Time to read

1 minute read

Published on

The conversation around AI tends to focus on the technology itself, but that’s missing the real shift. AI’s true impact goes beyond efficiency gains. It’s fundamentally extending what organizations are capable of delivering today.

Core operations represent a significant area of AI-enabled opportunity for asset managers. The complexity of data, processes and business decisions unlocks new capabilities that extend well beyond efficiency and automation. Asset managers spend significant time and effort on trade management, custodian reconciliations, NAV calculations, performance attribution, and reporting. This work is necessary, but it masks the potential for real value. When the operating model is AI-enabled, operations teams can focus on more strategic and value- added analysis such as understanding product profitability, identifying which, strategies should scale or wind down, which improvement initiatives to prioritize, and feeding insights that drive better portfolio management or business decisions. Unlocking the potential to stitch together operations, insights, and strategic decision- making requires firms to move beyond individual applications of AI and evolve how they operate with AI.

Read more in our latest whitepaper, available below.

WHITEPAPER

The AI Maturity Gap

AI adoption is no longer the differentiator; the real divide is between firms experimenting with AI and those redesigning how work gets done

About the Authors

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Courtney Lemenze

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Ross Tremblay