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PRODUCTION-GRADE AGENTIC AI

Agentic AI for Asset Managers.

Multi-agent research systems built for portfolio teams – continuous filings and earnings monitoring, position-level risk surveillance, multi-stage thesis drafting and idea generation, with senior analyst oversight built in.

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4wk

Pilots

Production-grade pilot in four weeks

3000+

Securities monitored

Continuous surveillance across the universe

24×7

Alerts

Position-level catalysts & risk events

100%

Senior-led

Senior analyst oversight at every step

HOW ASSET MANAGERS DEPLOY ABI AGENTS

Where asset managers use ABI agents.

Built for portfolio teams who need every holding watched continuously, every thesis stress-tested and every IC memo drafted at production cadence – without expanding the analyst bench. Four production workflows where multi-agent systems carry the analytical weight.

01 I FILINGS & EARNINGS

Continuous Filings & Earnings Monitoring

10-Ks, 10-Qs, 8-Ks, annual reports, earnings calls – agents surface what matters to your specific positions, not generic summaries. Material wording deltas, segment-level surprises, guidance shifts and management commentary changes route to the PM with reasoned context, not raw transcripts.

3000+

Securities under continuous filings surveillance

Position-tagged

Alerts mapped to your specific holdings

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What agents deliver

  • 10-K / 10-Q / 8-K monitoring
  • Annual report analysis
  • Earnings call deltas
  • Management commentary tracking
  • Segment-level surprise flagging
  • Guidance shift alerts
  • Footnote & risk-factor changes
  • Position-tagged routing

02 I THEMATIC RESEARCH

Thematic Research at Scale

Multi-stage thesis drafting, sector deep-dives, expert call synthesis and competitive landscape generation. Analysts get the first draft – built from primary sources, expert transcripts and competitive triangulation – that they refine, validate and own.

10×

Thesis & deep-dive drafting speed

Primary sources

Built from filings & transcripts, not summaries

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What agents deliver

  • Multi-stage thesis drafts
  • Sector deep-dives
  • Expert call synthesis
  • Competitive landscapes
  • Industry primer packs
  • Variant perception analysis
  • Channel-check synthesis
  • Working models & checklists

03 I POSITION RISK

Position-Level Risk Surveillance

Continuous monitoring of catalysts, competitor news, regulatory shifts and macro events tagged to your holdings. The PM gets one synthesised daily / weekly position risk view – what changed, why it matters, what action is recommended – not fourteen separate alert streams.

1 view

Position-level synthesis – not 14 inboxes

Tagged

Every alert mapped to a specific holding

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What agents deliver

  • Catalyst surveillance
  • Competitor news flagging
  • Regulatory event tracking
  • Macro event tagging
  • Sentiment shift monitoring
  • Short-interest & flow analysis
  • Daily PM risk briefing
  • Weekly position-level synthesis

04 I IDEA GENERATION

Idea Generation Pipeline

Quant + fundamental signal fusion, screen-to-deep-dive workflow and IC memo drafting acceleration. Quant screens generate the shortlist; fundamental agents build the first-draft thesis with primary-source diligence; analysts run the deep-dive and own the IC memo.

Hybrid

Quant + fundamental signal fusion

First draft

IC memo ready for analyst refinement

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What agents deliver

  • Quant signal screens
  • Fundamental signal fusion
  • Shortlist ranking with rationale
  • First-draft thesis builds
  • Primary-source diligence packs
  • IC memo drafts
  • Variant view checklist
  • Working models & scenarios

COMPLIANCE, INTEGRATION & TEAM FIT

Practical answers on MNPI, model risk and tooling.

Every deployment starts with a 4-week pilot scoped to your compliance framework, OMS/EMS and research platform – so MNPI and model-risk reviews happen before any scale-up.

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Compliance and MNPI handling?
Every agent action is logged with timestamp, source, model version and the senior reviewer who signed off. Information barriers and watch-list integration are configurable. Agents do not access expert-network primary calls without explicit chaperone logging. We do not train any external model on your data.
How do you handle multi-asset coverage (equities, credit, alts)?
Native coverage across global equities, IG/HY credit, sovereigns, structured products and a growing alts library (real assets, infra, private credit comps). Position-level alerts work the same across asset classes – what changes is the data taxonomy and the reasoning prompts behind each surveillance agent.
Integration with our OMS/EMS/research platform?
Native integration with Bloomberg, Refinitiv, FactSet, S&P CapIQ, BlackRock Aladdin and Charles River. Agents push position-tagged alerts into your existing research platform – FactSet workstation, Bloomberg note, internal portal – we don't ask the PM to switch tools.
What about model risk management requirements?
Every agent is documented to MRM standard – inputs, logic, validation tests, known limitations, monitoring cadence – in a format your model risk team can review and sign off. Outputs are versioned and reproducible. We work with your MRM team during pilot week 1 so the framework is approved before production.
Do you replace analysts?
No. Analysts gain leverage. Every agent output is reviewed and signed by a named senior analyst before it reaches the PM or the IC. The goal is to take collection and first-draft work off the analyst plate so the analyst's hours are spent on judgement, conviction and synthesis – the work that actually drives alpha.

Run a 4-week pilot on one asset-manager workflow.

Pick the workflow with the most leverage – continuous filings monitoring, thematic research, position risk surveillance or idea generation. We scope, build and live-trial in four weeks. Measured uplift or clean walk-away.

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BOOK A DISCOVERY CALL

Tell us about your portfolio team's workflow.

60-minute call. Walk us through your coverage universe, research process or risk surveillance cadence and the analyst pain points. We come back within 48 hours with a 4-week pilot proposal scoped to one workflow.

No NDA required for the scoping conversation
Pilot proposal within 48 hours of the call
4-week pilot with measurable success metrics – clean walk-away if it doesn't deliver

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