What you'll learn
How AI Supports Asset Management: Five Signals Leaders Need to Watch
An executive conversation about where pressure is building, where AI can create value, and what asset management leaders should consider next.
The AI conversation in asset management is moving quickly from experimentation to execution. Firms are under pressure to identify where AI can create measurable value while navigating fee compression, private-market complexity, rising client expectations, and growing demands around data, cybersecurity, governance, and trust.
In this 30-minute executive interview, HSO’s JT Tripple moderates a conversation with asset management industry experts Tom Berger and Jo-Ann DiSantis around five signals shaping the industry—and what they mean for leaders deciding where to focus next.
Rather than a traditional presentation, the discussion uses market trends and research as starting points for a practical conversation about what asset managers are experiencing today and how those shifts could affect business strategy, technology, operations, and the client experience.
Where asset managers are finding practical AI value today and why many pilots still struggle to scale
How market pressure, private-market growth, and evolving client expectations are changing operating requirements
Why connected, trusted data is becoming increasingly important to AI, reporting, and the client experience
How firms can increase personalization without sacrificing authenticity, trust, or human judgment
What leaders should consider around governance, cybersecurity, and risk before expanding AI adoption
Five signals shaping the AI conversation in Asset Management
- 1
Market Pressure & the Passive Shift
Fee and margin pressure continue to reshape the asset management landscape. The conversation will explore how firms can improve efficiency while continuing to differentiate themselves and demonstrate value beyond investment performance.
- 2
Alternatives and Private Markets
As firms expand into alternatives and private markets, complexity grows across data, reporting, operations, client service, and communications. Tom and Jo-Ann will discuss what firms need to support broader product portfolios and increasingly complex client requirements.
- 3
AI & Technology Transformation
AI adoption is accelerating, but experimentation does not automatically translate into measurable business value. The discussion will examine what separates promising pilots from initiatives that can move into everyday operations—and where firms are seeing the most practical opportunities today.
- 4
Regulatory and Investment Shifts
AI innovation cannot be separated from governance. As firms move from isolated use cases toward broader adoption, leaders must consider cybersecurity, data access, oversight, accountability, and responsible AI alongside potential business value.
- 5
Evolving Client Expectations, Personalization, and Authenticity
Personalization extends beyond investment products. Clients expect relevant communications, responsive service, tailored reporting, and individualized digital experiences. As AI's role increases, how do firms use it to become more relevant while remaining authentic? We'll explore the balance between personalization and automation, the importance of trust and human judgment, and how AI could create more room for meaningful human interaction rather than simply replacing it.
Three AI questions Asset Management leaders should be asking
The conversation ultimately comes back to three questions that can help leadership teams determine where their own firms should focus next:
1.
Where can AI create near-term value without increasing operational risk?
2.
Is your data foundation strong enough to support trusted AI?
3.
Do you have the governance model required to scale responsibly?
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Meet the experts
JT Tripple, HSO | Microsoft Cloud Specialist, Financial Services
JT works with financial services organizations to connect business priorities with Microsoft technology and AI opportunities. He will moderate the discussion and guide the conversation through the five signals.
Tom Berger, HSO | VP and Industry Director, Financial Services
Tom brings a financial services and asset management perspective to the discussion, with a focus on how market shifts, technology, and AI are changing the operating environment for firms.
Jo-Ann DiSantis, TAB Hudson Valley | CEO/Owner
Jo-Ann brings an industry perspective on the changes facing asset managers, including the importance of maintaining trust, human judgment, and authenticity as AI becomes increasingly embedded in the way firms operate and engage with clients.
Learn what’s shaping AI in asset management—and what to do next.