Scaling Investment Commentaries with AI
We developed an AI-enabled process for a global investment manager with 400+ funds, and then cut the client’s costs by 30%.

Investment commentaries

Optimizing our investment commentary work with one of the world's largest asset managers
Ext. Marketing has produced investment commentaries for this client for over 10 years. In that time, we have delivered work for them over more than 41 reporting cycles. Our work for the client spans quarterly and semi-annual commentaries, plus full project management. This includes communicating with over 40 portfolio management teams globally, as well as the development of their workback schedules, commentary tracking, file management and handling all compliance approvals.

The challenge: scaling investment commentaries across 400+ funds
Our work for the client started with writing and editing. The client needed people who could turn raw portfolio manager insights into client-friendly commentaries that met regulatory standards, and made sense to both their institutional and retail clients.

Over time, our scope of work for the client grew. We took on more funds from more fund families, and took on more responsibility with each one. Keeping up meant a bigger team and a heavier operation every cycle.

Our solution: an AI-enabled investment commentary process
In the first quarter of 2026, we built an AI-enabled process to produce commentaries faster and at a lower fee.

Our proprietary AI solution now turns a completed reporting template into a first draft. Each draft then goes though both a style and a compliance review. Our editors check AI-generated drafts and resolve what the passes flagged. Two people at Ext. Marketing now handle the same tasks that used to require six people.

Our new AI-enabled commentary process

Before

People involved per cycle

Days from template to sign-off

Steps in the process

Coordinate teams
Write
draft
Edit
draft
Style and compliance check
Account manager sends file to client

After

Fewer people required per cycle

Fewer days required from template to sign-off

Fewer steps needed in the process

AI drafts and checks
Editor reviews
Account manager sends file to client

Results

6 to 2

From six people down to two

7 to 4

From seven days down to four

5 to 3

From five steps down to three

We have now completed three reporting cycles using our proprietary process, and we have passed our cost savings straight to the client. We paid to build and maintain the new process, so the client wouldn’t have to pay for either.

Reach out and let’s go deeper into how our proprietary, AI-enabled workflows will modernize your commentary and marketing work, while bringing your costs down.

Richard Heft

E: rheft@ext-marketing.com

T: 647.286.3059

More work

Cameron Stephens

CIBC

Aqua Finance
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