Consultants

Consultants & Advisory Partners

We partner with investment consultants to amplify outcomes through advanced AI, rigorous risk management and a sustainability-first approach. Whether advising pension funds, sovereign wealth, or private clients, we provide pragmatic, evidence-based solutions that help consultants deliver better long-term results for their clients.

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]

 

💼 Interested in how these strategies could enhance your portfolio?

Connect with our team or explore our investor platform for more details.