Head of Next Gen Research


• Insight
Agentic AI and workflows
The first wave of generative AI helped individuals draft, summarize, search and code. Agentic AI points to a broader shift: AI embedded into repeatable workflows across research, monitoring, reporting, client requests, operations, compliance and documentation.
The design question is how to make these workflows safe, reviewable and reversible, and how to fit them into existing controls rather than creating a parallel universe.
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AI investing: Back to school
Agentic AI in asset management
Asset managers are moving beyond generative AI tools toward agentic AI systems that can support workflows, monitor tasks and assist with defined actions.
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