Institutional Asset Management

The discipline of institutional asset management is primed for a dramatic transformation, fuelled by technology advances in the fields of artificial intelligence (AI) and machine learning (ML). Asset management firms are looking at various ways to consolidate the voluminous data shared across the globe to make informed decisions.

Possible applications of AI in asset management are endless and impact the entire value chain. Predictive analytics, artificial intelligence, and machine learning can be used to detect patterns hidden in structured and unstructured data to produce actionable insights, which can increase the accuracy of key investment decisions.

Squirro for Corporate Financial Services provides powerful AI, ML and predictive analytics capabilities that can help institutional asset managers:

1. Source new business opportunities faster and more accurately

Squirro for Corporate Financial Services unifies all data to allow institutional asset managers a complete view of their clients and the industry they operate in. This insight enables portfolio managers to identify investment opportunities they otherwise would have missed, gone unnoticed, or worse, found by a competitor.

2. Increase the accuracy of key investment decisions

Not only can Squirro for Corporate Financial Services identify all the relevant events and catalysts that trigger an opportunity in institutional asset management, but the power of its AI automation means it can detect patterns hidden in structured and unstructured data to produce real-time actionable insights and offer recommendations on which opportunity would be best, or which funds would be the best match for a given client or lead. Squirro for Corporate Financial Services scores and ranks every opportunity and provides actionable recommendations to institutional asset managers to facilitate portfolio management decisions.

3. Save countless man hours

Institutional asset managers suffer hugely from an over-reliance on manual research to understand the market and to find the best deals and opportunities for their clients. Not only is such an approach enormously time consuming, it is also ineffective. If a researcher has been spending three days solid reading through data sources, vital information can be missed. Squirro for Corporate Financial Services does not get tired or miss opportunities, and using it for market research will free up institutional asset managers’ time to be spent far more effectively elsewhere.

Fund Recommendations Workflow


Identify the early signs of a potential deal or a need for new capital, fast enough to approach the client before the competition does

To be able to source new business opportunities or to handpick best products for their clients, institutional asset managers have to go through a vast amount of different data to find clues about how to win business

Information is spread out and difficult to access


New sales opportunities alerts

Enable portfolio managers to make smart decisions, like suggesting matches of the right funds to each client or lead

Recommendation framework that combines structured and unstructured data to provide contextual information summary, along with investment recommendations


Increase business opportunities and drive more revenue

Stay ahead of the competition with a personalized service to every client

Save hundreds of hours of manual research


How to truly understand your customers in an avalanche of data

Squirro and Customer Insights

Squirro Institutional Asset Management App

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