INVESTMENT MANAGEMENT

AI rewards disciplined investors

AI strategy and implementation for asset managers and investment management firms.

WHERE INVESTMENT MANAGEMENT IS HEADING

Leaders

BlackRock runs Asimov on Aladdin. JPMorgan runs Spectrum, Investor Insights, and Proxy IQ. Schroders, T. Rowe Price, and Balyasny each operate integrated AI research systems internally. The largest asset managers now spend between $50 and $150 million a year on this layer.

Impact

Coverage scales without proportional analyst growth. Decision cycles compress. Conviction becomes systematic rather than personal. Institutional memory survives turnover. The capacity-per-analyst gap between the leaders and the rest is widening every quarter.

Opportunity

The same architecture is now within reach for boutique and mid-tier asset managers. The firms that operationalise it next move into the operating tier the leaders defined. The firms that do not get outperformed on coverage, conviction, and consistency.
Source: KPMG Quarterly Pulse Survey, 2026.

Perthshire helps asset managers turn their investment process into an AI operating system

Built for the firms that intend to scale their operations with AI and grow AUM.

Engagement options

STRATEGY AND IMPLEMENTATION UNDER ONE ROOF

Perthshire engages across four streams. Most engagements begin in one and extend into the others as the AI capability builds.

  • AI Strategy. Diagnostic and design. Map the AI implementation path for the firm.
  • AI Implementation. End-to-end delivery of the AIOS Blueprint. Discovery, Design, Build, Pilot, Scale, Evolve.
  • Fractional Chief AI Officer. Senior AI leadership embedded in the executive team on an ongoing basis.
  • AI Workshops and Capability Building. Leadership and team workshops for organisations moving from casual AI use to structured implementation.
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AGENTS FOR INVESTMENT MANAGEMENT

The agent library for investment workflow

These are the agents AIOS configures into for asset managers. Engagement scope determines which agents are built for your team.

Idea Generation and Screening Agent

Filters the universe against your screening logic to surface candidate ideas. The screening discipline that lives in senior heads, applied systematically and at scale.

Company Analysis Agent

Deep dive on business model, financials, sector context, and competitive position. Built to your house standard. Every section covered. Citations throughout.

Investment Memo Agent

Decision-grade memos in your committee format. Every claim cited. Every section complete. Ready for IC review.

Thesis Monitoring Agent

Pressure-tests live theses against earnings prints, sector news, and position-relevant developments. The case stays live, not parked.

Risk, Valuation and Scenario Agent

Fair value, key risks, and outcomes across scenarios. Sensitivity analysis on the inputs that matter to conviction.

Ongoing Coverage and Earnings Agent

Continuous tracking through earnings cycles and operational updates. Coverage that compounds rather than resets each quarter.
AI Implementation Challenges in Investment Research

AI Implementation Challenges in Investment Research

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We work with a small number of organisations and partners to turn AI ambition into practical systems that drive growth, strengthen capability, and create long-term competitive advantage.

Connect with us to learn how AI strategy and implementation can support your organisation's growth objectives.