For Investment Managers

Risk Intelligence for Investment Professionals

Pre-built AI skills for portfolio risk management, market analysis, and investment compliance. Designed for the unique demands of asset management.

Seeking Founding Members

Our current baseline platform has been developed with a focus on banking risk management. While the core architecture—context management, skills, patterns, and goal alignment—applies equally to investment management, we are actively seeking founding members from the asset management industry to help adapt and extend the platform for investment-specific use cases.

Founding members will shape which skills we prioritise, contribute domain expertise, and benefit from early access and preferential terms. Learn more about Founding Membership →

Why Risk Agents for Investment Managers?

Investment risk is different from banking risk. You need speed, flexibility, and deep market insight—not rigid banking frameworks retrofitted to asset management.

Risk Agents provides skills built for investment professionals: portfolio analytics, market risk decomposition, factor analysis, and compliance monitoring that understands investment mandates.

Your portfolio managers and risk teams stay in control—AI provides analysis and insights, humans make the investment decisions.

Investment Manager Benefits

  • Portfolio-centric view—skills designed around investment portfolios, not loan books
  • Market-aware analysis—real-time factor decomposition and scenario analysis
  • Mandate compliance—investment guideline monitoring built in
  • Investor reporting—risk reporting that speaks your clients' language
  • Flexible deployment—works with your existing systems and data

Investment-Specific Use Cases

Skills designed for the challenges investment risk teams face

Portfolio Risk Analytics

VaR decomposition, factor exposure analysis, concentration risk, correlation breakdown, tail risk assessment.

Factor Analysis

Multi-factor attribution, style drift detection, benchmark decomposition, alpha/beta separation.

Stress Testing

Historical scenario replay, hypothetical stress scenarios, reverse stress testing, sensitivity analysis.

Mandate Compliance

Investment guideline monitoring, pre-trade compliance, breach detection, remediation tracking.

Liquidity Risk

Redemption scenario analysis, liquidity bucketing, market impact estimation, portfolio liquidation analysis.

Investor Reporting

Risk report generation, performance attribution, regulatory filings, client-ready documentation.

Relevant Risk Domains

Investment managers typically engage with these risk domains from our skills library

Market Risk

Equity, fixed income, derivatives, FX

Credit Risk

Counterparty, issuer, spread risk

Liquidity Risk

Portfolio, funding, redemption

Operational Risk

Trade operations, custody, valuation

Compliance

Investment mandates, regulatory, ESG

Model Risk

Pricing models, risk models, valuation

How to Join

Getting started is straightforward

1

Request Early Access

Join our early access list to be among the first investment managers to explore the platform.

2

Discovery Session

We'll discuss your investment strategies, risk function priorities, and how Risk Agents can help.

3

Pilot Programme

Start with a focused pilot on specific portfolios or use cases before broader rollout.

Ready to Explore?

Join leading investment managers discovering how AI can enhance their risk capabilities.

Interested in shaping the platform from the start? Learn about Founding Membership →