Consultants & Advisory Partners

What we offer consultants

At AI Investments, we act as a strategic partner to advisory firms and in-house consultant teams. Our capabilities are designed to complement your expertise and help you meet fiduciary obligations while adapting to faster markets, evolving regulation and rising sustainability expectations.

Core services

• AI-driven portfolio analytics — advanced modelling, factor analysis and scenario simulations that uncover hidden risks and sources of return.

• ESG and climate integration — frameworks and metrics to embed environmental, social and governance factors into investment decision-making and reporting.

• Custom solution design — bespoke multi‑asset allocation, liability‑aware modelling and private‑asset structuring tailored to sponsor objectives.

• Implementation support — manager selection, execution oversight, trading analytics and operational integration.

• Governance & risk frameworks — best practices for AI governance, model risk management and regulatory compliance.

• Education & thought leadership — workshops, webinars and white papers to keep consultant teams and trustees informed on AI, markets and sustainability.

How we work — our approach

We follow a pragmatic, evidence-based process that keeps clients’ objectives and fiduciary responsibilities central.

1. Discovery & diagnostic — assess goals, liabilities, constraints and existing capabilities.

2. Strategy development — co‑design an investment & sustainability roadmap, including AI-enriched models and risk overlays.

3. Implementation — assist with manager selection, technology integration, trading and operational workflows.

4. Monitoring & optimisation — continuous performance and risk monitoring, with regular governance reviews and iterative model updates.

Areas of expertise

• Public markets — equities, fixed income, systematic strategies and emerging markets.

• Private markets — private equity, infrastructure, private credit and real assets.

• Liability-driven solutions — pension de‑risking, longevity hedging and glidepath construction.

• Sustainable & impact investing — green projects, sustainable finance instruments and measurable impact strategies.

• Quantitative & systematic strategies — alpha capture, factor-tilts and risk premia design.

Alignment with Pension Funds & Sustainability

We design all consultant-facing solutions to be compatible with the objectives of pension plans and the standards set by our sustainability practice. Key points of alignment:

• Long-term fiduciary focus — strategies consider funding status, cashflow needs and sponsor constraints.

• ESG as a core input — climate risk and ESG factors are modelled alongside traditional financial risks, not treated as an optional overlay.

• Transparent reporting — consistent, auditable reporting to satisfy trustees, sponsors and regulators.

_Read more about our pension capabilities → [Pension Funds & Plans] _Read more about our sustainability approach → [Sustainability]