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Nexus AI for Investment Managers

Streamline compliance, accelerate distribution and unlock growth through purpose-built AI that transforms trusted data into competitive advantage across your entire fund lifecycle.

According to the Asset Managers Report 2025, investment managers today face increasing operational pressure:

  • Efficiency is under strain – 37% of firms say regulatory document production consumes the most resources, and 46% cite legacy systems as their biggest barrier to efficiency. 
  • Compliance demands are rising – 51% highlight local disclosure requirements as a top challenge, while 56% identify fragmented data and siloed systems as major obstacles. 
  • Growth depends on speed and insight – 64% of firms are prioritising automation and digitisation, and 61% are already adopting AI to streamline operations. 

For too long, the industry has relied on point-product tools that address single tasks but increase complexity. The future lies in connected, intelligent workflows built on trusted data.

That is why we built Nexus AI.  

Nexus AI for investment managers

Nexus AI — purpose-built for investment management

Embedded directly into the Nexus platform and powered by FE fundinfo’s trusted datasets, it brings efficiency, compliance support, and insight into the daily processes that matter most: helping managers operate with greater confidence and focus on long-term growth. 

The Result 

  • Reduces regulatory risk without adding extra pressure to compliance teams.  

  • Eliminates wasted effort in research, data gathering, and document production.  

  • Delivers real-time visibility into competitors and markets without manual monitoring.  

  • Enables safe AI adoption—inside the firewall, powered by trusted datasets, and aligned with established workflows. 

  • Conversational UI

    Ask natural language questions across markets, competitors, Nexus data, and internal documents. Boost productivity, reduce admin, and keep activity secure inside the enterprise. 

  • AI-Powered Search & LLM Tools

    Unified semantic search across datasets, filings, fund data, and internal docs, with drafting, summarisation, and translation. Delivers faster access to insights, breaks down silos, and improves the quality of client communications.

  • Embedded Platform Guidance

    Contextual support built into Nexus simplifying adoption, reduces training needs, and drives self-sufficiency across teams. 

  • Document Inspector

    Automated checks against 600+ UKCCI rules, flagging gaps and inconsistencies before submission. Reduces regulatory risk, accelerates approvals, and protects brand reputation. 

  • Smart Notifications

    Provides alerts on data queries, missing data and market changes, helping clients stay accurate and proactive by flagging queries, missing information, and market changes. 

Use Cases

Nexus AI – Document Inspector

Accelerated regulatory readiness for FCA’s UK Consumer Composite Investments regulation The FCA's Consumer Composite Investments (CCI) rules take effect in April 2026, requiring an entirely new disclosure document with a significant shift away from prescribed templates. Asset managers now face the challenge of identifying gaps between their current disclosure documentation and CCI requirements. This manual research process could take weeks, with risks of error and compliance threats.

The solution: Document Inspector 

Document Inspector transforms regulatory readiness from guesswork into certainty. 

Upload your current documents and run them against the UK CCI ruleset. Within seconds, you receive a comprehensive breakdown showing which requirements you already meet, and which need attention. The tool maps gaps directly to specific regulatory requirements with precise guidance on what to address. 

Every assessment draws on FE fundinfo's 30 years of regulatory expertise and our experience producing 550,000+ regulatory documents annually across 75+ jurisdictions. Document Inspector applies this institutional knowledge to your specific documentation needs, identifying gaps that manual review might miss. 

Value for investment managers 

Eliminate compliance uncertainty: Know exactly where you stand on meeting UK CCI regulation requirements before you begin document production. Clear, regulation-specific guidance on each gap means no manual cross-referencing required. 

Accelerate time to compliance: Teams that identify gaps early avoid costly last-minute revisions. Document Inspector gives you a head start, enabling your product and legal teams to plan document creation strategically rather than reactively. 

Free up expert resources: Focus on strategic competitive advantage rather than manual document comparison. Prioritise compliance investment based on actual gaps rather than assumptions, focusing budget and expert time where genuinely needed. 

Register your interest

Get early access to Document Inspector 

Document Inspector is currently in development as part of the Nexus AI suite. Your feedback helps us prioritise features that matter most to asset managers preparing for UK CCI compliance in April 2026. 

Register your interest to influence development priorities and receive early access when the feature becomes available. 

Use Cases

Nexus AI: Competitor Analysis

Reduce competitor research and analysis from hours of research to instant insights. Investment managers need comprehensive competitive intelligence to position products effectively, respond to distributor questions and support strategic decisions. This typically requires accessing multiple systems, downloading disparate data sets and manually building comparison tables. Between client meetings, board presentations and product positioning exercises, teams spend hours compiling competitive analysis on fees, transaction costs, performance and AUM. This manual research process creates bottlenecks that slow decision-making and constrain strategic agility.

The solution: Fund Expert  

Fund Expert cuts competitive research from hours to minutes. 

Ask any research question, such as ‘Compare my fund against its top 3 competitors on OCF, transaction costs and 3-year performance’, and receive instant, citeable answers drawn from FE fundinfo's golden source database.  

Every figure includes a hyperlink to its source with an ‘as of’ date, enabling you to drop intelligence directly into pitch books, board decks or client reports with complete confidence. 

Value for investment managers 

Accelerate sales response: Provide accurate competitive data in minutes rather than hours, enabling real-time responses to distributor questions that strengthen relationships and close opportunities faster. This enables your team to answer distributor questions immediately, demonstrating responsiveness and market knowledge that differentiates your firm. 

Enable strategic agility: Evaluate product positioning against competitors immediately, supporting data-driven decisions about fee structures and market positioning without research delays an real-time assessment of opportunities. 

Free up expert resources: Teams can focus on strategic interpretation rather than manual data collection, improving productivity and reducing operational overhead. This empowers your team to eliminate hours of manual research per analysis and priortise high-value delivery. 

Register your interest

Get early access to Competitor Analysis  

The Competitor Analysis tool is currently in development as part of the Nexus AI suite. Your feedback helps us prioritise features that matter most to asset managers. 

Register your interest to influence development priorities and receive early access when the feature becomes available.