Implementing AI Foundation Models in Asset Management: A Practical Guide

This article provides a practical, educational overview of how asset management firms can integrate large language models (LLMs), including foundation models, into research, operations, and client-facing workflows. While avoiding technical exposition, the discussion focuses on implementation strategies, prompt literacy, policy development, and cross-functional coordination. By grounding the narrative in asset management contexts, the article aims to guide professionals and educators seeking to incorporate LLMs responsibly and effectively across investment processes.