Define the primary requirement.
A general assistant can help with drafting, explaining and analysing material you deliberately supply, within the controls of the chosen service.
A general AI assistant and the office’s record
Assess model capabilities alongside the ownership, quality and permissions of the investment records they use.
Assess the remaining requirement.
The investment mandate, current portfolio, dated evidence and prior decisions need a governed home. Avenset’s current workspace uses explicit rules and calculations; any model assisted integration is a separate scoped implementation.
Source evidence
Open the workspaceDocuments, periods and the figures they support.
Before deciding
Read the decision guideAssess implementation and ownership.
Ask about source access, record ownership, review controls, maintenance and the path to export. Compare an agreed first workflow against the current process.
The next investmentAvenset
Bring your next
investment
into focus.
Review a new opportunity against your mandate. See the supporting evidence, material risks and questions for diligence.