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An asset management firm partnered with Indicium to improve how it uses data in investment decisions. Indicium deployed its AI Agents for Portfolio Intelligence on Databricks. The solution united automation, intelligence, and governance and brought real-time insights to portfolio management.
In six weeks, the firm gained a scalable layer that connects portfolio, market, and contextual data. The platform automated daily reporting, sped up decisions, and improved efficiency by 50%.
Manual Data Consolidation Limited Portfolio Agility
The firm builds its investment decisions on expertise and disciplined portfolio management. As they grew across asset classes, the team saw a chance to boost operational efficiency. They needed stronger links between portfolio data, market signals, and contextual information.
Analysts relied on many manual steps to create daily exposure and P&L insights. The process took too long and limited real-time visibility into performance and risk. The company needed faster insight generation and quicker action when markets moved.
AI Agents for Portfolio Intelligence on Databricks
Indicium used its AI Agents for Portfolio Intelligence to modernize the firm’s workflows. Built on Databricks, the solution created a faster and automated system.
With Databricks Lakeflow, Unity Catalog, Delta Lake, and Mosaic AI, we built an autonomous portfolio intelligence layer. It reads data in real time, adds context, and ties insights to investment actions.
Three distinct AI-powered agents form the core of this system, translating the portfolio managers’ expertise into actionable intelligence for each segment:
- Exposure Agent: Generates a daily summary of portfolio exposure, including deterministic calculations of long and short positions, and gross and net exposure. Its intelligence lies in presenting this data with critical insights.
- P&L Agent: Analyzes realized and unrealized profit and loss, providing instant clarity and intelligent insights into the primary drivers of performance.
- Risk Surveillance Agent: Scans market signals and dynamically links them to current portfolio exposures. It acts as an intelligent early warning system, highlighting risks and opportunities as they emerge.
How it works:
- Lakeflow Declarative Pipelines automate ingestion and transformation each day.
- Unity Catalog governs data across the entire flow.
- Mosaic AI for evaluation, model serving and monitoring.
Daily intelligence. Real-time agility. Scalable performance.
The portfolio teams now operate with a unified, intelligent data foundation. It connects performance, exposure, and risk in one environment. This transformation delivered measurable results:
- 50% reduction in analyst effort through full automation of exposure and P&L reporting.
- Daily delivery of portfolio insights, available every morning and enriched with market context.
- Faster allocation shifts and strategic adjustments based on real-time data.
- Continuous risk surveillance, integrating news and external events.
- Consistent, governed reporting across clients and internal teams.
Indicium designed, built, and moved the entire system into production in 6 weeks. The firm now relies on a scalable architecture that supports new asset classes, strategies, and predictive models for advanced risk and performance analysis.
Power Real-Time Investment Intelligence with Indicium + Databricks
The firm chose Indicium for our financial data expertise, Databricks-certified engineering, and accelerator-driven approach to AI. Our AI Agents for Portfolio Intelligence bring together automation, governance, and reasoning. Powered by IndiMesh, the solution added speed, structure, and scale to every step of the work.
With Databricks, Indicium built a foundation for the firm’s continued growth that enabled:
- Scalable architecture ready to evolve with new strategies and regions
- Governed operations through Unity Catalog and Delta Lake
Together, Indicium and Databricks raised their investment intelligence. The team moved from manual daily checks to a governed, automated layer of insights. It now supports faster and more confident decisions.
About Indicium
