AI consulting · Asset management
AI consulting for asset and wealth managers
Native helps asset and wealth managers put AI agents into research, reporting, client service and operations. Agents read filings and statements, write cited briefs and draft reports, while portfolio managers and client teams keep every investment and client decision. A cited research brief that took an analyst most of a day can be drafted in about an hour.
Featuring insights fromShaun Devan · Founder & CEOUpdated · 3 min read
Where AI has an impact in asset management
Equity and credit research
Cited briefs on any public company, written from filings and financials in about an hour.
Peer comparison
One company set against its peers on the measures your team uses, with every figure sourced.
Manager due diligence
Questionnaires, letters and fund documents read and summarised against your diligence framework.
Quarterly commentary
Portfolio and market commentary drafted from performance data for the PM to edit.
Client reporting
Client packs assembled from holdings, performance and approved language on schedule.
RFPs and due diligence questionnaires
Answers drafted from your approved content library and current data.
Operations reconciliation
Custodian, administrator and internal records matched daily, with breaks explained.
Analyst Q&A
Plain-English questions answered over filings and internal research, with sources attached.
What AI changes for an asset manager
An investment team's edge is its judgement, and most of its week goes on the reading and writing around that judgement: filings, earnings calls, manager letters, quarterly commentary and client requests. Data and reporting teams spend their own week reconciling custodian files and assembling client packs.
Agents take on that reading and assembly. They work from your data and the public record, cite every claim, and hand your team a draft to challenge rather than a blank page.
Research briefs with every claim cited
Research agents read annual and quarterly filings, pull the financials, compare a company with its peers and write a multi-section brief with an inline citation on every factual statement. Long reports are written as parallel sections, and a slide deck can be generated from any finished report in about 90 seconds.
Citations matter more than speed. An analyst can check any sentence against its source in one click, and a brief that leans too heavily on one filing says so. The same approach supports AI-powered due diligence on a new position or a new manager.
What agents prepare, and what stays with the investment team
| Work | Agent | Your team |
|---|---|---|
| Company and sector research | Reads filings, writes the cited brief and peer comparison | Forms the view |
| Client and fund reporting | Drafts commentary and assembles the pack from your data | Reviews and signs off |
| Client questions and RFPs | Drafts answers from approved content and holdings data | Approves before sending |
| Reconciliation | Matches custodian, administrator and internal records | Clears the breaks |
| Trades and investment decisions | Never acts | Decides |
Compliance and data boundaries
Agents run in your own cloud accounts, read only the data each task needs and keep a log of every source they used. Client-facing content is drafted from approved language and goes through your compliance review before it leaves the firm, the same as anything a person writes.
Nothing an agent writes is presented as advice. Its job is to prepare the work so the people accountable for advice and investment decisions can do theirs faster.
What an AI engagement with an asset manager looks like
We usually start with one research or reporting workflow and a handful of real examples your team considers good. In two weeks those become the standard the agent is tested against, and the first agent is live within weeks. Client service, operations and the rest of reporting follow over the next months. For fund-of-funds statement work, see our venture capital page, and for deal teams, private equity.
Case study · A global investment firm
An investment team cut cited company briefs from most of a day to about an hour.
Native helped an investment team build a research agent that reads public filings and writes a fully cited, multi-section company brief. A brief that took an analyst around ten hours now takes about an hour, with a presentation deck generated from it in minutes.
The challenge
Analysts spent most of a day on each first-look brief: reading annual and quarterly filings, pulling financials, comparing peers and formatting the result. The team could cover far fewer companies than it wanted to.What we built
- A research agent that reads filings and financial data and writes each section of the brief in parallel, citing every factual statement.
- A peer comparison step that sets the company against chosen peers on the team's own measures.
- A deck generator that turns any finished brief into slides on the firm's templates.
The result
Analysts start from a cited draft they can check line by line, cover more companies, and spend their time on the view rather than the reading.Frequently asked questions
How are asset managers using AI?
Mostly in research, reporting, client service and operations: cited research briefs, draft commentary, RFP answers and reconciliation. Investment decisions stay with the portfolio managers.
Can AI write investment research?
AI can write a cited first draft from filings and financial data in about an hour. Analysts check the citations, challenge the reasoning and form the view.
Is AI-generated content compliant for client communications?
It can be, when it is drafted from approved language and goes through the same compliance review as anything a person writes. Agents never send client-facing content on their own.
Where should an asset manager start with AI?
Usually with one research or reporting workflow your team repeats every week. It has clear examples of good output, so quality is easy to judge, and the impact shows within weeks.