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Processes

What will AGI do for Investment Manager Selection?

AI-deliverabilitydigital

With no child occupations seeded for this composite, I relied on the process name and lens prior. 'Investment Manager Selection' is an analytical financial process focused on evaluating performance metrics, conducting due diligence, and making portfolio decisions. Because this value-producing work is entirely information transformation and remotely-doable knowledge work, it sits firmly in the digital band.

An investment committee or asset owner approves a new investment mandate or decides to replace an underperforming existing manager.

Trigger
An investment committee or asset owner approves a new investment mandate or decides to replace an underperforming existing manager.
Outcome
A qualified external investment manager is selected, contracted, and allocated capital to execute the defined strategy.

The work itself

Grounded Work Profile

Measured by

  • Selection Cycle TimeprocessProfile
  • Cost Per SelectionprocessProfile
  • Manager Retention RateprocessProfile
  • First-Year Performance VarianceprocessProfile

Key steps

  • Define investment mandate and manager criteriaprocessProfile
  • Issue Requests for Proposals to potential managersprocessProfile
  • Conduct quantitative and qualitative due diligenceprocessProfile
  • Shortlist candidates and host finalist presentationsprocessProfile
  • Secure investment committee approvalprocessProfile
  • Negotiate fees and finalize legal agreementsprocessProfile
  • Onboard manager and fund the allocationprocessProfile

How AGI delivers it

Four ways AGI delivers for Investment Manager Selection

  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    Agents.do

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    Services.do

  • Business-as-Code

    Encode how your work runs, once, as software that executes itself.

    Platform.do

Value flow

How Investment Manager Selection connects

Go deeper

Explore Investment Manager Selection

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