AI is reshaping the investment management landscape, and firms are engaging with it at vastly different speeds. Whether your organization is just starting to explore AI or actively experimenting, understanding your maturity and identifying a path forward is key.
This first part introduces a four-phase AI adoption model—Curious, Experimenter, Adopter, and Powered—then lays the groundwork for action. It explains what AI agents are, how they work in the context of investment operations, and where they're already delivering value. Through practical scenarios and real-world examples, it offers a clear framework for teams looking to move from ideas to informed next steps.
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