Investors including Singapore’s GIC, Schroders and Mubadala have announced that they are starting to use AI agents in their investment committees.
AI agents can be a useful tool in identifying risks and spotting risk mitigants – that give an investment committee an advantage over the competition.
They can ingest far more deal data than any human committee member and can spot subtle relationships across many dimensions. You might get an extra edge if you have proprietary data about your previous investments in an asset class that only you can feel into an AI agent.
Problems include that AI agents frequently make mistaken conclusions – especially on novel situations. There are also regulatory considerations depending on the type of investor.
Overall, at this stage, AI agents can be valuable voices on an investment committee – particularly as voices to provide contrarian perspectives that can be discussed and surfacing information that would otherwise have been missed.