The AI investment firm

This guide is for investment and trading firms: hedge funds, systematic managers, market makers, digital-asset firms, private equity and private credit firms, venture capital firms, wealth managers, and financial advisors. The firms furthest along on the AI adoption curve have moved from piloting AI at the edges of their processes to rebuilding their operating model: how the work is divided, who does it, and how it is controlled.

When Claude takes the first pass on routine, time-consuming work like updating models after earnings or reconciling positions and cash, people can spend more of their time on decisions that determine returns and on carrying them out. Getting there is a people and process change as much as a technology change. Employees can take on work they used to delegate or never had time for. Firms add roles they didn't need before, such as embedded AI engineers who sit with the investment teams and build agents for the work analysts want to hand off, and owners for the skills Claude follows and the evals that test its work

In this guide, we draw from our work with buy-side firms to outline best practices for AI adoption, and the work Claude takes on for each team.