Budgeting Season: Everyone is Talking About AI, But Are Your Fund Factsheets Still Built in the Dark?

Yes, we know it’s only just half year results time and most people have not had their summer holidays yet, but budgeting season is just around the corner. As you finalize priorities for September and October, the boardroom narrative is predictably focused on one thing: Artificial Intelligence. But here is the reality for many asset managers: highly skilled operations teams are stuck in the dark ages when it comes to operational / client reporting tasks, manually updating spreadsheets, chasing broken web parameters, and copy-pasting data into fund factsheets.

Instinct Team

23 Jul 2026