AI transformation for asset and wealth managers
Assetmanagement
Native builds AI agents for asset managers: cited research briefs, client and fund reporting, client service and investment operations.
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
- RFPs and due diligence questionnaires
- Operations reconciliation
- Analyst Q&A
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.
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.
