AI agents for pension fund investment teams. Extract and structure data across manager reports, DDQs and liability benchmarks. Your team focuses on allocation, not document review.
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Pension funds allocate long-term capital across public equities, fixed income, private markets and alternatives. External managers and actuarial constraints shape every mandate.
Investment teams manually review DDQs, manager letters and performance reports across large manager rosters. That lag slows rebalancing decisions and creates gaps in liability-driven reporting.
Designed to work for your
FAQs
What documents can V7 process for pension fund investment teams?
V7 agents process the full range of documents pension fund teams work with — DDQs, audited financial statements, manager letters, actuarial reports and trustee board materials — in PDF, Excel or slide format. Every extracted data point is cited back to its source so the team can verify outputs without returning to the original document. Learn more about V7 agents.
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How does V7 help with manager due diligence at scale?
V7 agents extract and structure data from DDQs, audited financials and track records, enabling analysts to compare managers against defined criteria without manually reading each document. Risk flags, fee structures and strategy deviations are surfaced automatically, so the team can focus on judgment rather than document handling. See the full range of agent capabilities.
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Can V7 support liability-driven investment compliance?
V7 agents can extract allocation data from portfolio reports and cross-reference it against liability benchmarks and investment policy parameters, flagging drift or breaches before they reach trustee review. This makes ongoing LDI compliance a continuous process rather than a periodic manual check.
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How does V7 help with trustee and board reporting?
V7 agents extract performance data and manager updates from source documents and can draft trustee board pack sections directly, reducing the manual effort that typically falls on analysts at reporting cycle-end. Outputs are fully cited and traceable, so reviewers can verify any figure before it goes to the board. See examples in our customer stories.
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How does V7 handle sensitive beneficiary and fund data?
V7 is designed for environments where confidentiality is non-negotiable, with deployment options that keep sensitive fund and beneficiary data within your organisation's controlled infrastructure. The platform includes enterprise-grade access controls and audit logs across all agent activity.
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Can V7 scale across a large manager roster?
V7 Go is built to run across large manager rosters in parallel, processing DDQs, letters and financials at a scale that would be impractical manually. The platform maintains citation quality and traceability regardless of volume, so nothing is lost as the portfolio grows.
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