Overview 

A global hedge fund managing ~$8–10B AUM partnered with StackAI to accelerate investment research, strengthen client coverage, and improve FX signal discovery.

Before StackAI, the fund faced a familiar problem at scale. Investment analysts were losing time to manual document search, version-tracking, and repetitive drafting for investment memos. Client relationship teams lacked a consistently up-to-date dashboard of “which accounts need attention today and why,” leading to reactive outreach. Meanwhile, macro analysts were trawling FX sources manually, often missing early-stage dislocations simply because there was too much noise and not enough consistent screening capacity.

The firm’s mandate was clear: speed up the work analysts already do, without compromising compliance, identity controls, or auditability. In less than eight weeks, the firm deployed three production-grade AI agents across investment research, IR/CRM operations, and macro signal generation.

The results? A chat assistant running over decades worth of IC memos, consistent daily coverage of priority client accounts, and systematic currency-arbitrage signal detection.

• Analysts report 65–80% less time spent combing through memos
  
  

• Client teams recaptured 3–5 hours per week per RM
  
  

• Macro desk now evaluates 25–40 high-quality FX signals each week with structured evidence

IC Memo Assistant: Institutional Memory on Demand

The Problem: Decades of Knowledge Locked Across Systems

The firm’s investment process relies heavily on historical IC memos, deep domain notes, and internal research archives stretching back more than a decade. Analysts frequently needed to reference prior cases, precedent risk decisions, thematic perspectives, or past market environments, but this information lived across SharePoint folders, legacy systems, and email archives.

Realistically, only senior PMs “remembered where the bodies were buried.” Newer analysts spent hours digging for materials — or worse, made decisions without full historical context.

The Solution: Role-Aware IC Research Agent

The team deployed a secure IC reference agent that surfaces institutional knowledge contextually and only when the user has access rights. Analysts authenticate through SharePoint; the agent searches only approved folders and strictly refuses to hallucinate, answering “Not in the record” when data isn’t present.

It retrieves past cases, citations, and commentary across cycles, allowing analysts to anchor decisions in historical precedent in seconds, not hours. End user connection check is enabled, meaning that users must have access to the knowledge base through their SharePoint account to receive an answer from the agent.

This agent has sped up recall of institutional knowledge, enforced grounded decision-making, and set a consistent research standard across both tenured and newer team members.