Schroders Capital launches AI analyst for private equity

Schroders Capital, Schroders’ specialist private markets business with $94 billion of assets under management, today unveils its Generative AI Investment Analyst (GAiiA) platform.

This innovation is designed to speed up the analysis of large volumes of data, enabling our private equity investment specialists to focus on delivering value through strategic investment activity to further support our clients’ investment needs.

It follows comprehensive in-house testing and further builds on the technology evolution across the Schroders Group, which has been actively deploying generative AI across the business for a substantial period.

Schroders Capital’s proprietary and internal-only platform harnesses the technical expertise of its data science specialists alongside the deep investment knowledge of its private equity team. It forms a core component of our leading private markets investment intellectual property.

 
 

Our private equity specialists can now automatically screen extensive volumes of data, accelerate due diligence processes and generate a significant portion of draft investment summaries in significantly less time. By supporting with the creation of draft investment memos, the platform has the potential to become a key part of the investment process.

By handling the heavy lifting of data analysis, GAiiA, which always has continual and extensive human oversight and control, can enable Schroders Capital’s investment professionals to analyse even more investments, allowing them to reallocate more of their time on adding value through direct interactions and strategic decisions with target and existing investments.

GAiiA is currently being used by Schroders Capital’s private equity team for private equity direct/co-investments. It is continually being optimised with plans to expand its use to private equity primaries and secondaries in the future and to other private market asset classes within Schroders Capital where appropriate. 

Nils Rode, Chief Investment Officer at Schroders Capital, said:

 
 

“This proprietary platform will elevate our investment analysis to a new level, enabling our team to make faster and even more informed investment decisions and to focus on higher-value activities. The implementation of GAiiA showcases our commitment to innovation and leveraging technology to deliver superior client outcomes.”

Across the business, Schroders has made its internal-only AI assistant, Genie, available to all employees globally. Leveraging the latest GPT models, Genie is now used by over 1,000 colleagues across the firm each day. More broadly, Schroders has already identified and is working on a substantial number of potential AI use-cases across the business, such as translations, as well as helping our specialists better understand clients’ behaviours and investment patterns.

Graham Taylor, Head of Private Assets Data Insights at Schroders Capital, said:

“Schroders envisions a future where AI tools become an integral part of the investment process. The implementation of GAiiA is a significant step towards this vision. We are committed to driving innovation and embracing technology to deliver exceptional value to our clients across asset classes.”

 
 

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