Trusted intelligence is the foundation of modern investment management. A platform where data, workflows, AI, governance, and human judgment operate from a shared foundation. Explore our playbook for the AI chapter.
The Intelligence of Investing
"Going forward, advantage will come from turning complexity into clarity, information into intelligence, and intelligence into action."
Tarek Chouman, Global Head of Aladdin Client Business
Report at a glance
01.
Global Markets and the Future of Private Capital
As private markets scale and access broadens, technology is reshaping how capital flows, liquidity is managed, and markets function globally.
02.
AI in Investing: Risk, Return, and Resilience
AI is changing how investors understand risk and return, supporting more adaptive portfolio construction, scenario analysis, and resilience in volatile markets.
03.
Investment Technology and Digital Advantage
Firms that connect, activate, and govern data effectively are unlocking new insights, improving precision, and creating repeatable sources of alpha.
An Operational Playbook for the AI Chapter of Investment Management
Investment management is entering a new chapter: one defined by the ability to turn an ever-growing universe of information into actionable intelligence.
That capability is needed at speed, at scale, and within trusted guardrails.
Reinforcing Tech as a Strategic Lever
Technology is no longer just the infrastructure beneath the business. It is becoming the mechanism through which strategy is expressed, scaled, governed, and delivered.
The challenge before us is clear: how to move faster without losing control.
Reimagining Risk, Return, and Resilience with AI
As AI advances from generating answers to orchestrating work, institutional investors need governed, context-aware intelligence that can connect data, decisions, and workflows across the portfolio.
The opportunity is not simply to move faster. It is to build investment workflows that are more scalable, explainable, and resilient.
Modernizing Private Markets
Investors face a growing complexity gap, requiring them to rethink their tech infrastructure as private markets scale faster than their ability to aggregate, analyze, and act on fragmented data.
As private assets become more central to portfolios, the real question is whether the operating model around it can mature fast enough to support that growth with confidence.
Mobilizing Data as the New Alpha
As humans and machines increasingly work side-by-side, institutions need a new data paradigm that carries the context and controls required for money managers to act with confidence.
Models and agents need to understand not only the data — what it means, where it came from, and whether it can be trusted — but also how it should be interpreted, which decisions it informs, and how prior decisions and outcomes should shape what happens next.
Reshaping Global Market Structure
As tokenization reshapes global capital markets, institutional investors need adaptable infrastructure that can bridge today’s operating models with a market structure still being defined.
The priority now is building adaptable infrastructure: systems that support digital-asset-native capabilities while maintaining a whole-portfolio view.
To fully leverage AI and build workflows that learn and adapt, the context that today implicitly resides in people and applications must be codified.
Diwakar GoelGlobal Head of Aladdin Data
Hear from industry experts
Tarek Chouman
Global Head of Aladdin Client Business
Kunal Khara
Global Head of Aladdin Product
Pavan Pemmaraju
Head of AI Product & Engineering
Sloane Collins
Head of Preqin Clients and Product Management
Diwakar Goel
Global Head of Aladdin Data
Robert Mitchnick
Head of Digital Assets for BlackRock