From Fragmentation to Flow: Five Dimensions to Enable AI-Ready Investment Operations

AI ambition is no longer the challenge for institutional asset managers. Execution is. While investment in AI continues to grow, many firms struggle to move beyond pilots due to fragmented data, systems, and operating models that were never designed to support AI at scale.

This toolkit helps institutional asset managers assess where those constraints exist and what to address first. Built on insights from our AI readiness research, it provides a practical framework for identifying gaps between strategic intent and day-to-day execution, and for taking focused, incremental steps toward AI-ready operations. Inside, you will discover:

• A structured way to identify operating and technology constraints limiting AI adoption
• Key dimensions that determine whether AI can scale safely and responsibly
• Practical guidance for prioritizing improvements across data, workflows, and governance
• A clear path from experimentation to production without increasing operational risk

Use this toolkit to benchmark your current AI readiness and take a more deliberate, scalable approach to enabling AI in investment operations.