Report Aug 03, 2026

Trends in AI Usage in Investment Management

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This report analyzes investment management firms' responses to the 2026 AI Usage member survey covering AI adoption, governance, investment, and enablement practices.

The biggest AI-related question for investment managers is no longer whether to adopt AI, but how to scale and build an effective, sustainable AI program. The pressure to succeed with AI is unlikely to let up, and firms' spending on AI is climbing. As firms move from experimentation to adoption, the demand for governance, structure, and proof of value rises accordingly. This report provides an industry-wide view of current AI practices, key challenges, emerging trends, and future priorities, helping firms understand how their AI initiatives compare with those of their peers.

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