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AI in stewardship: A strategic framework for asset managers

AI is transforming how asset managers run stewardship. The firms that build the right infrastructure now — and connect AI to it the right way — will run functions that are cheaper, faster, more bespoke, and deliver better outcomes for clients.

In this paper we cover:

• Why the proxy-advisory model is under pressure, and why that presents an opportunity for asset managers.
• The core idea: build your stewardship infrastructure once, and let a central LLM generate the outputs (reports, RFP responses, regulatory submissions) on demand.
• What this delivers in practice: voting-policy refinements in afternoons not months, and RFP answers in minutes not days.