AI Portfolio Insights: Modernizing Risk for Smarter Oversight

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

Join us on November 18 to learn how AI Portfolio Insights can help you modernize the risk process by connecting data, models and insights through a scalable, cloud-enabled infrastructure.  

Learn how it enhances collaboration across investment, risk, and reporting teams to transform how organizations monitor, interpret and act on portfolio changes. 

Today, it integrates new capabilities that can bring even greater speed, clarity, and control to risk oversight. From AI-assisted analysis that helps to rapidly surface key portfolio risk drivers, to customizable limits monitoring for proactive oversight, the solution empowers 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.