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Most firms know they should be using AI for performance measurement. Fewer know how to actually do it without breaking something—or losing their team's trust in the process.
In this episode, Sean Murray and David Mellars from FactSet get into the real implementation challenges. We talk about what it takes to build trust in AI-generated narratives, how to create a "golden source" of data, and navigating the shift into private markets and alternative assets. Plus, the question everyone's thinking about—what AI means for performance teams and the people on them.
Some firms are already seeing wins. Others can't get out of the pilot phase. This episode breaks down why.
NOTES FROM THIS EPISODE
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- Factset,
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- client reporting,
- data management,
- performance measurement
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