Intelligence Vault: AI in Institutional Investment Research

Institutional Investment Research is an area where we see significant innovation leveraging artificial intelligence.

This short article in our Distinctive Insights Intelligence Vault series looks into this important theme and highlights the latest developments.

Our aim in publishing this content is to help finance professionals further understand how artificial intelligence and data analytics are being applied to support key business processes within financial institutions.

 Recent Industry Developments:

 ✅ Last week, Samaya AI raised USD 43.5M in a Series A funding round – in the supporting announcement the company highlighted Investment Research as a key use case for its agentic AI capabilities.

✅ In April, Rogo raised additional Series B financing of USD 50M, to further expand the development of its AI analyst utilizing large language models for financial analysis.

✅ In April, Axyon AI raised an additional EUR 4.3M to build out its predictive AI solutions for the investment management sector.

✅ Bloomberg has also recently launched AI-Powered Document Insights, a Generative AI tool aimed at enhancing the efficiency of financial research.

Core Capabilities:

 We have analyzed the market solutions and highlight some core capabilities below:

🔹 Smart summarisation — Instantly condense earnings calls, interviews, and notes into key takeaways.

🔹 Conversational search — Ask questions in plain English and get precise, contextual answers.

🔹 Real-time alerts — Track sentiment, signals, and risks as they emerge.

🔹 Company screening — Rapidly filter, compare, and shortlist investment ideas.

🔹 Automated analysis — Structure and assess financials, credit, ESG, and valuations.

🔹 Live portfolio insights — Model performance and test scenarios on the fly.

🔹 Workflow automation — Auto-tag, route, and action research tasks.

🔹 Unified data layer — Combine internal notes with filings, news, and expert views.

Vendor Solution Developments:

 💻 We currently track 50+ solutions in this area.  Here are 10 of the most interesting innovators:

🔘 AlphaSense

🔘 Auquan

🔘 Bipsync

🔘 Capsa AI

🔘 Charli Capital

🔘 Finchat

🔘 LinqAlpha

🔘 Octus

🔘 Sibli

🔘 Tegus

💻 We also see significant AI driven product developments from major enterprise solution providers such as FactSet, Morningstar and S&P Global.

Bonus Insights:

📌 Last year, Morgan Stanley rolled out AskResearchGPT, a Generative AI-powered assistant which provides quick access to insights from the bank’s extensive research library of over 70,000 proprietary reports.

📌 Significant nuances and differentiators exist in sector-specific capabilities (public vs private markets, debt vs equity, etc).