AI Portfolio Insights: Modernizing Risk for Smarter Oversight

Risk managers face mounting challenges: fragmented processes, heavy data burdens, and pressure to deliver insights quickly across complex portfolios. Too often, results arrived too late, leaving investment teams without timely guidance.

On this webinar, learn how AI Portfolio Insights helped modernize the risk process by connecting data, models, and insights through a scalable, cloud-enabled infrastructure, as well as enhanced collaboration across investment, risk, and reporting teams, transforming how organizations monitored, interpreted, and acted on portfolio changes.

It integrated new capabilities that brought greater speed, clarity, and control to risk oversight. From AI-assisted analysis that rapidly surfaced key portfolio risk drivers to customizable limits monitoring for proactive oversight, the solution empowered teams to move from reactive reporting to strategic, insight-driven decision making.

Agenda 

Overview of AI Portfolio Insights 

• Understand the evolving role of the risk function and key challenges.
• Learn how AI Portfolio Insights modernizes the risk process by surfacing the key analytics and providing flexibility and scale.  

New Enhancements and Capabilities 

• Custom Limits Monitoring: Empower proactive oversight through flexible rule creation for risk management guideline, internal policy and governance checks. 
• Enhanced dashboards for increased clarity, with fixed income dashboards as an example. 
• AI-Driven Insights: See how AI surfaces the most important drivers of portfolio changes each morning and how the AI agent modernizes workflows to deliver faster, clearer analysis.