Recently we have received a request to create an AI agentic solution which is able to
- Comprehend Fund Prospectuses, summarize and compare fund products for assessments conducted during analysis and research;
- Extracts key insights about investment objectives, ESG strategy and risks, answers ad-hoc queries, allowing financial analysis to drill down into specific aspects of the Fund, or match client objectives to Funds, compare Funds, etc.
Based on our Umbrella AI Agentic platform we forked a dedicated functionality, which was customised into independent AI Agentic solution for Fund document analysis.
The client is the Swiss leading institutional investor in Europe, managing assets for clients like insurance companies, pension funds, and private investors. It is a major real estate investor in Europe and also manages a variety of other asset classes including bonds, equities, and infrastructure.
Our Agentic AI solution for Fund documents Analysis
- Comprehends Fund Prospectuses, able to summarize and compare products for assessments conducted during analysis and research;
- extracts key insights about investment objectives, ESG strategy and risks, answers ad-hoc queries, allowing financial analysis to drill down into specific aspects of the Fund, or match client objectives to Funds, compare Funds, etc.
- GUI with conversational AI that answers user questions based on one or multiple Fund Prospectuses selected by User, with traceability to document page(s) used to provide answer.
- Data ingestion pipeline for Fund Prospectus documents (large PDF files with 800+ pages) with domain-specific processing (chunking, indexing, OCR, enrichment, entity recognition, metadata extraction).
- Domain specific prompts that understand business vocabulary and domain semantics, and can build comparison tables and put external links to Fund pages
Target companies:
- Asset- & Wealth Management of Insurance providers,
- Private- and Investment Banks
- Hedge Funds, Pension Funds/Endowments, Family Offices.
Users: Portfolio Managers, Investment Officers, Fund Analysts, Due Diligence Analysts, Risk & Compliance Officers, Financial Advisors, Wealth Managers, Investment Strategists, Client Managers.