Fractional AI Leadership
for Investment Managers

Independent expertise. Production experience.
No vendor agenda.

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AI Advisory
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We help asset managers and hedge funds realize the potential of Gen AI while avoiding the implementation pitfalls that derail 85% of projects.

With deep markets experience and hands-on AI delivery expertise, we guide you from strategy through implementation—identifying the right projects, choosing the right technologies, and delivering measurable results. All with independent, vendor-neutral advice.

Our fractional Chief AI Officer (CAIO) model provides immediate access to senior expertise, accelerating your time to market without the overhead of a full-time hire.

10 years Leading AI at Citi Markets
20 years Product Strategy & Management
15 years Managing Sales & Trading
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Services

End-to-end support across the AI lifecycle

🎯

Strategy

Identify the right AI opportunities for your firm

  • Project selection & prioritization
  • Business case alignment
  • Roadmap development
  • Build vs. buy analysis
⚙️

Implementation

Hands-on delivery from requirements to production

  • Model selection & testing
  • Data security architecture
  • System deployment
  • Adoption & change management
🛡️

Governance

Manage risk and regulatory compliance

  • AI policy framework
  • Regulatory compliance (SEC, etc.)
  • Staff training programs
  • Ongoing monitoring

Representative Projects

📊

Earnings Analysis Automation

Research & Analysis

85% reduction in time to first analysis. Automated earnings transcript processing with variance analysis.

📝

DDQ Response Automation

Operations & Efficiency

3 weeks to 2 days for first draft. Semantic search across compliance documents and fund materials.

🔍

Market Intelligence Aggregation

Research & Analysis

60% reduction in monitoring time. AI-powered intelligence feeds with entity recognition.

🛡️

AI Governance Framework

Governance & Risk

Regulator aligned AI usage policy with vendor evaluation framework.

🤖

AI Research Agent

Eliminate Repetitive Tasks

70% time reduction for ad-hoc research. Multi-source queries with cited answers.

💡

Internal Knowledge Agent

Operations & Efficiency

60% reduction in operational questions. AI agent for policies, procedures, and FAQs.

Our Advantage

Most Gen AI consultants have never managed a sales desk, trading book or generated content.
Most market participants have never built production Gen AI systems.
We've done both.

01

Hands-On AI Implementation

10 years delivering production AI at Citi Markets. Built global systems used by clients worldwide, not just PowerPoints.

02

Deep Financial Markets Experience

20 years in product strategy and 15 years managing sales and trading businesses across Fixed Income, Equities, FX, and Derivatives.

03

Vendor Independence

No technology to sell, no vendor relationships. Recommendations based solely on your needs.

04

Proven Results

Achieved 90% satisfaction rating on global AI search transformation. Track record of successful implementations that users actually adopt.

Engagement Models

Flexible options to match your needs

Assessment

2-4 Week Engagement

  • Map AI opportunities across your firm
  • Prioritized roadmap
  • Build vs. buy recommendations
  • Executive presentation
Best for:

Firms not sure where to start with AI

Advisory Retainer

Ongoing Monthly Engagement

  • Up to 40 hours per week
  • Strategic guidance on AI initiatives
  • Project prioritization & oversight
  • Vendor/solution evaluation
Best for:

Firms exploring AI strategy and need ongoing expertise

Project Delivery

Defined Scope Project

  • End-to-end implementation
  • From requirements to deployment
  • Hands-on with your team
  • Knowledge transfer included
Best for:

Firms with specific AI use case in mind

All engagements can be customized. Let's discuss what works for your situation.

Let's Talk

A 30-minute conversation to explore if there's a fit

Or reach out directly:

📧
rh@hedgesassoc.com
📱
917 251 8687
💼
LinkedIn Profile

Robert Hedges, Principal