By Bas Kooijman, CEO and Asset Manager of DHF Capital S.A
Performance opens doors, but service keeps capital. As allocators increasingly demand tailored reporting and real-time insights, AI is becoming a backbone of modern investor relations (IR), transforming how firms engage with stakeholders at scale. The building blocks are already here, like personalised dashboards that refresh exposures, risk and performance or auto-generated commentary for capital calls. Used well, these tools extend the reach of small IR teams without diluting the human touch.
Generative-AI copilots are compressing cycle times. Drafts of investor letters, fund factsheets, and regulatory disclosures can be produced in minutes and refined by staff, while retrieval-augmented systems pull the latest portfolio and benchmark data to reduce manual errors.
In wealth and asset management specifically, firms are already redeploying time from routine drafting toward higher-value conversations and bespoke analysis. Investor expectations are moving in the same direction. HNWIs overwhelmingly prefer digital-first, data-rich engagement.
However, boards remain responsible for AI-assisted interactions and disclosures. Client communications must be fair and transparent, and firms should tell clients when AI tools are used. That means auditable workflows, documented data provenance, and human sign-off where outcomes are critical.
The result is not robo-IR, but human IR augmented by machines promising faster turnarounds, fewer errors, and communications that feel specific to each allocator’s mandate. In a crowded market, personalisation at institutional scale converts operational excellence into loyalty. Managers who combine credible reporting with transparent AI governance are ideally positioned to attract and retain top clientele.