A New Emphasis on Fund and Client Profitability in Investment Management

In a new era of tightening operating margins, investment firms are doubling down on financial discipline and strategic forecasting of business growth.

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AI in Asset Management: Closing the Intelligence Gap

In this whitepaper, Aiviq draws on its own client-matching research to examine why AI in asset management is moving faster than the client data beneath it, and what firms need to put in place before AI can act on their behalf.

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Download Whitepaper

Download the whitepaper

This year’s whitepaper edition is built on original research from the Aiviq Intelligence team, including our own client-matching research and a curated universe of distributors. It looks at why AI in asset management is moving faster than the client data it depends on, and what firms need in place before AI can act on their behalf.

Why a new decision gap has opened on top of the client-data gap
What makes client data decision-grade
How AI earns the right to act, from insight to autonomy
How the right data let AI handle 78% of decisions without a person
Four predictions for 2027-2028, and the signs already showing in the market
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Aiviq Insights

As an innovative product company that is part of a wider family of boutique consultancies focused exclusively on asset management, Aiviq has a unique perspective on market trends and industry innovation

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