Mid-Year Signals: AI Partnerships in Investment Management

This year’s AI momentum in investment management has been fuelled as much by partnerships as by product innovation.

As part of our Distinctive Insights mid-year review of AI trends in Investment Management, we turn to strategic partnerships.

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.

Core Themes

💡 Partnerships are accelerating access to research data

🔹 Partnerships focused on surfacing filings, transcripts, expert insights, and market signals show how AI is being integrated into research and decision-support tools.

💡 Joint solutions are shaping modular analytics architectures

🔹 We’re seeing modular partnerships that blend best-of-breed analytics, data extraction, and predictive insights to automate end-to-end processes.

💡 Collaborations are streamlining document-based workflows

🔹 Several partnerships aim to automate the conversion of unstructured documents into structured data — across due diligence, fund reporting, reconciliation, and regulatory tracking.

Spotlight Insights

🤝 Quartr partnered with Rogo (Jan) and Fira (Mar) to provide instant access to corporate filings, earnings call transcripts, and slide decks

🤝 DiligenceVault integrated with Bipsync to automate the due diligence flow of data and documents across RFPs, DDQs, ESG, compliance (Feb)

🤝 AlphaSense teamed up with Cerebras to deliver market intelligence insights up to 10× faster (Mar)

🤝 Axyon AI partnered with ALLINDEX to integrates predictive AI signals into thematic research tools (Mar)

🤝 Quantlake partnered with BehaviorQuant to embed behavioural analytics into Quantlake’s systematic ETF platform (Apr)

🤝 Xceptor teamed with OnCorps AI to improve reconciliations with pre-trained agents (Apr)

🤝 Dun & Bradstreet and Finquest partnered to launch the Cofinder platform which combines D&B’s private company database with Finquest’s AI-driven deal sourcing (May)

🤝 S&P expanded Databricks collaboration to distribute Capital IQ Pro datasets — covering financials, estimates, filings, transcripts, transactions, and sustainability data — via Databricks’ Delta Sharing protocol (May)

🤝 Third Bridge joined the Aiera consortium injecting its expert interview library and sector analyst insights into Aiera’s generative‑AI platform (Jun)

🤝 Orbit and Investment Solutions Consultants (ISC) launched RegAware combining Orbit’s AI-powered document analysis together with ISC’s regulatory expertise to continuously monitor and deliver timely, tailored regulatory changes (Jun)

🤝 Accelex’s partnered with Quantyx to embeds its AI-driven data extraction into Quantyx RM, automating the conversion of unstructured private-market fund documents into structured data (Jun)