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Albourne’s Ryan Teal, Head of Operational Due Diligence (ODD), joined host Scott MacDonald on the Investment Management Operations podcast to discuss how artificial intelligence (AI) is reshaping the ODD landscape.
To listen to the full podcast, click on the below.
KEY POINTS
- Ryan shares insights into Albourne’s hybrid approach to AI, combining in-house innovation with trusted third-party platforms. Albourne’s internal machine learning team, formed in 2017, focuses on AI solutions that fit operational workflows while safeguarding sensitive data. Over 75 AI and machine learning use cases are tracked internally for Albourne’s ODD team, with tools developed for document review, due diligence assessment, and benchmarking.
- The biggest challenges for AI adoption are data security, accuracy, compliance, and regulatory risks. While many firms have implemented internal guardrails, there is increased interest in establishing industry-wide best practices.
- Albourne’s Investor Manifesto III, launched in October 2024 at the New York client event, promotes alignment of interests across investors, managers, and the industry. AI governance and transparency are key focus areas, with working groups forming to share experiences and build common standards.
- The market is moving toward multi-tool AI adoption, with a focus on tailored needs, flexibility, and business continuity. Change management and employee education are critical for successful AI adoption; an Albourne example is our ODD Summer of AI to encourage experimentation and learning.
This podcast concluded with Ryan offering practical tips for emerging managers: hire a strong CFO or COO early on, leverage technology and AI to scale efficiently, and do not shy away from outsourcing when it brings expertise without the overhead.
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