Strategic AI & Intelligent Document Processing Roadmap Delivery for Enhanced Private Markets Investment Operations
Case Studies
Situation
A large public pension fund with a substantial and growing private markets portfolio sought to enhance operational efficiency and investment performance by adopting Artificial Intelligence (AI) and Intelligent Document Processing (IDP) within its Private Markets investment teams. The organization faced significant manual effort in data extraction and fragmented data management across disparate systems. This operational burden reduced the time investment professionals could allocate to higher-value, alpha-generating activities and hindered strategic decision-making.
Approach
The consultancy conducted a comprehensive project involving:
- Current State Assessment: Detailed analysis of existing Private Markets investment operations to identify manual effort hotspots, pain points, and potential AI/IDP applications.
- Use Case Library & Prioritization: Development and prioritization of AI/IDP use cases designed to enable investment teams to focus on higher-value tasks by defining foundational needs and functionalities.
- Market & Vendor Evaluation: Evaluation of emerging technologies and vendors, culminating in a shortlist aligned with the client’s business needs.
- AI Architecture Definition and Roadmapping: Creation of a robust AI architecture and a strategic roadmap considering functionality, cost, and feasibility to support optimized information processing.
Impact
- Significant reductions in manual processing effort and improved operational efficiency.
- Investment teams empowered to redirect efforts to alpha-generating activities.
- Delivery of a clear, data-driven AI/IDP adoption roadmap minimizing implementation risks.
- Establishment of a scalable, adaptable AI-enabled technology foundation.
- AI strategic decisions informed by comprehensive market insights and best practices, enhancing
Conclusion
The successful delivery of the AI and IDP Recommendations and Roadmap establishes a solid strategic foundation for the client’s transformation towards an AI-enabled future. By addressing key operational inefficiencies and aligning technology solutions with their business goals, the client is well-positioned to accelerate AI adoption, enhance investment team productivity, and maintain a competitive advantage in private markets. This engagement also opens opportunities for an ongoing partnership, where the consultancy can continue to provide strategic guidance and support throughout the client’s AI implementation journey.
Project Team:
Project Oversight: Miguel Castaneda
Project Lead: Bryan Lee
SME Oversight: Till Blesik, Sam IIes, Deepak Arora
Account Owner: Jason Almeida