Investment & Real AssetsReporting and compliance that scale with the assets you manage.
Asset owners and investment groups reporting to lenders and to regulation on portfolios they do not operate day to day.
Today
With Emerant
What is changing in Investment & Real Assets
The pressures we hear from leadership teams in this sector, and the ones the work below answers.
Disclosure rules tighten
SFDR and similar rules demand evidence behind every claim in a report.
Fees keep falling
Passive products push fees down, and operating costs have to follow.
Data from many providers
Custodians, administrators and research houses each deliver data in their own format.
Investors expect transparency
Clients want portfolio insight on demand, not a quarterly PDF.
How we help in Investment & Real Assets
The capabilities behind our work here. Open one to see what you get, how to start and the result it moved.
A short, evidence-led engagement that ends with a ranked shortlist, a cost model and an honest list of the things you should not automate yet.
- Start with
- AI Readiness Assessment3 weeks
Case studies in Investment & Real Assets
Microsoft Power Automate
Microsoft Copilot
Microsoft Azure
Microsoft 365
Microsoft SharePoint
Microsoft Dynamics 365
Microsoft Power BI
Microsoft TeamsWays to start
Fixed-scope first steps with a fixed length and something you keep, whether or not you continue.
Start here
Automation Discovery Sprint
Four weeks. We measure what your process costs today and hand back a ranked backlog, including the candidates we tell you not to automate.
- Duration
- 4 weeks
- What you keep
- The backlog and the maps are yours whether or not you continue with us.
Start here
AI Readiness Assessment
Three weeks to separate the processes where AI changes the economics from the ones where it is an expensive way to run a rule.
- Duration
- 3 weeks
- What you keep
- You leave with a defensible position for the board, built or not.
Pilot
Agent Pilot: one process to production
Six weeks, one process, an agent that actually goes live behind guardrails, with the evaluation harness to prove it works.
- Duration
- 6 weeks
- What you keep
- The harness and the runbook stay with your team.
Bars drawn to scale: one block is one week.
Our view
Asset owners and investment groups reporting to lenders and to regulation on portfolios they do not operate day to day.
Bring us one process in Investment & Real Assets. We will tell you what it would take.
Not a proposal: a straight read on whether it is worth changing, what it costs and where it usually goes wrong in this sector.