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On the committee.

An AI member of the investment committee, reviewing strategy and risk across a four-billion-dollar portfolio.

Client
A private investment office
Practice
Institutional AI
Timeframe
Six months
I M P A C T
$4B

AUM under continuous review

150+

Motions reviewed since deployment

90

Dimensions of risk evaluated per motion

C H A L L E N G E

The leadership was making allocation and risk decisions across a portfolio whose complexity had outgrown the cadence of human review. Investment motions arrived faster than they could be meaningfully scrutinized. The office needed a system that could review every motion at the standard the leadership would apply, before the leadership saw it. Not to replace their judgment, but to make sure no decision reached them under-examined.

S O L U T I O N

Empiric designed and delivered an AI member of the investment committee. The system reviews every proposed motion against the office's risk framework, surfaces concerns in language the leadership already uses, and produces a defensible record of why each decision was approved, modified, or declined. Every recommendation is auditable, and the reasoning is shown.

Every decision defensible. Every model audit-ready before it ships.

Talk to a partner.

A thirty-minute confidential conversation about the mandate in front of you, and whether we're the right team to meet it.