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.
We've published a new white paper that maps out how to get there: AI in stewardship: a strategic framework for asset managers
We firmly believe there is huge upside to how AI will transform the lives of stewardship teams. In the white paper we cover:
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Why the proxy-advisory model is under pressure, and why that presents an opportunity for asset managers.
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The core idea: build your stewardship infrastructure once, and let a central LLM generate the outputs — reports, RFP responses, regulatory submissions — on demand.
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What this delivers in practice: voting-policy refinements in afternoons not months, and RFP answers in minutes not days.
