AI growth in asset management

Best practices roadmap from leaders

%

of executives across major investment markets said AI is critical to their firm's future

%

are seeing the highest AI ROI

“The AI-powered investment firm,” a ThoughtLab global survey report developed in partnership with Grant Thornton, identifies the best practices of these AI leaders.

1

Align leadership around a clear AI strategy

Leading firms start with shared vision. They bring the C-suite together to define where AI fits into the business — and build a culture that empowers teams to rethink how work gets done.

2

Equip your workforce for an AI-enabled future

As AI reshapes roles, leaders are rethinking talent. They invest in upskilling, build AI literacy programs and prepare teams to work alongside intelligent systems — not be replaced by them.

Build internships and apprenticeship programs with academic institutions

Develop strategies to attract, hire, and retain AI-literate talent

Provide ongoing AI training and learning events for employees

3

Build trust with strong AI governance

Leading firms embed risk, compliance and transparency into every phase of AI adoption, setting clear guardrails to manage risks and maintain stakeholder trust.

The top governance step firms are taking:

Building AI governance frameworks, use policies and guidelines

%

of leaders have taken this step

%

of other firms have taken this step

4

Modernize your tech foundation

Firms leading in AI success invest first in scalable, cloud-based systems and clean, connected data to ensure their infrastructure can support enterprise-wide innovation.

5

Reimagine operations for the future of autonomous AI

With GenAI and agentic AI evolving fast, leaders are rethinking business models by embedding AI into workflows to boost efficiency, scale insights and create new value.

How leaders plan to grow in their use of generative AI

See how wealth and asset managers are leveraging AI to improve business outcomes and enable tech for growth.

Read our survey report