Real-World AI Strategies for the Asset Management Industry
AI is no longer a future concept—it's reshaping investment operations today. From automating reconciliations to streamlining vendor due diligence, senior leaders are applying artificial intelligence to gain speed, accuracy, and insight across the investment lifecycle.
In this roundtable report, “Transforming Asset Management with AI: Insights, Trends, and the Road Ahead,” experts from Linedata, Akram & Associates, and Fairview share real-life use cases, challenges, and regulatory considerations for implementing AI in asset management and private funds operations.
This report is designed for COOs, CTOs, General Counsels, and other operations, finance, and technology leaders who want to understand how to deploy AI successfully, responsibly, and effectively within their firm.
Gain exclusive insights from:
- Amber Allen, Esq., CIPP, General Counsel and EVP, Fairview
- Ashmita Gupta, Head of AI and Data Analytics, Linedata
- Jonathan Hinkley, CPA, Head of Global Services, Linedata
- Syed Hameed, CISO, Akram & Associates
Why Download?
- Practical AI Use Cases: Learn how asset management firms are using AI to streamline reconciliation, document summarization, compliance reviews, and more.
- Regulatory Insights: Understand the evolving legal landscape, including how the SEC, EU, and U.S. states are approaching AI governance.
- Security & Risk Frameworks: Discover how to assess and manage the cybersecurity and data privacy risks of generative AI tools.
- Expert Advice: Get strategic guidance from leaders at Linedata, Akram, and Fairview on where to start and how to scale AI initiatives.
Act Now: Download the report today and gain the clarity you need to make AI work for your firm.