Building theAI-Native Asset ManagementIndustry
A collaborative initiative defining how asset managers adopt AI safely and at scale.
What You Get
Member benefits
Early access to Guide content
Receive each pillar before
public release and shape how
your organization prepares.
Working group participation
Collaborate with peers across
investment, technology, risk
and compliance to co-author
practical guidance.
Input into industry standards
Help define the benchmarks
and frameworks that will be
referenced across the industry
and by regulators.
Events & discussions
Invitations to member-only
roundtables, leadership
forums and intimate
discussions with regulators.
The AI Transformation Guide
8 Strategic Pillars
A comprehensive framework developed by practitioners to guide every dimension of AI adoption in asset management.
AI Transformation Guide for Asset Management
A practitioner-built playbook covering every dimension of AI transformation — from defining your end-state vision to governance, compliance, and information security. The definitive reference for asset managers navigating the AI transition.
Strategy, vision, leadership
Jul 2026What an AI-native asset manager looks like. Decision making, operating model, sources of competitive advantage.
AI Use Cases
Aug 2026Research, signal generation, portfolio construction, trading, execution, operations, reporting.
Technology Architecture, Infrastructure, and Model Layer
Aug 2026Model orchestration, build vs. buy, cloud and compute, APIs and microservices, platform reuse.
Data, Knowledge, and Decision Intelligence
Sept 2026Data pipelines, quality and lineage, structured and unstructured integration, decision context.
Governance, Risk, Regulations, and Controls
Sept 2026Front-to-back redesign, centralized vs. federated AI, decision rights, KPIs.
Assurance, Audit, Testing, and Third-Party Oversight
Sept 2026AI governance frameworks, regulatory alignment, accountability, responsible AI, monitoring.
People, Talent, Culture, and Change Management
Oct 2026AI literacy, role redesign, change management, training, culture, leadership, talent.
Scaling, Value Realization, and Industry Transformation
Oct 2026Roadmap, use case prioritization, ROI measurement, pilot-to-production scaling, industry transformation.