HESTA Leverages Alkymi to Unlock AI’s Potential

AI in Finance: Caution, Governance, and the Power of Purposeful Adoption

Generative AI dominates the headlines, promising fully automated workflows and instant insights. Yet in asset management, adoption remains deliberate. For fiduciaries, concerns around governance, cybersecurity, and regulatory guidance mean AI is being integrated cautiously and with clear intention. A recent article by Pensions and Investments, Pension funds tread carefully in AI revolution, highlights that these concerns are leading fiduciaries to experiment with AI in measured ways. The SEC has made clear that the intersection of AI and fiduciary duty will be a supervisory focus in 2025. 

As a result, firms are approaching AI adoption cautiously, demonstrating robust governance by establishing internal protocols, documenting processes, and training teams to deploy AI responsibly.

Driving Innovation with AI Sandboxes

For organizations seeking high-impact AI applications while maintaining careful oversight, the sandbox approach is emerging as a best practice. By providing a controlled environment to experiment, Alkymi’s platform works well alongside other AI tools and specializes in transforming unstructured investment data, such as capital calls, fund documents, and reports, into structured, actionable intelligence. With a human-in-the-loop approach, Alkymi enables teams to safely and reliably integrate AI into their workflows while upholding strong governance and security controls.

Sandboxes do more than test technology, they create a culture of learning. Teams can experiment and refine workflows. As Ashby Monk of Stanford notes, experimentation is essential to identify where AI tools can deliver real operational impact while mitigating risks.

HESTA Super Fund: A Client-Led Example

HESTA illustrates how this approach works in practice. The $96 billion Australian superannuation fund has spotlighted Alkymi alongside global AI leaders such as ChatGPT, Claude, and Llama for the role we play in empowering financial services firms to transform unstructured data into structured intelligence, enabling more efficient workflows and smarter decision-making.

They established an AI sandbox, incorporating Alkymi alongside other tools, to give staff hands-on experience. This sandbox enables HESTA to explore AI applications across investment analysis, multi-asset strategy, and private asset reconciliation. We are proud to have clients like HESTA leveraging Alkymi as a core component of their AI and private markets data strategy.

Why Alkymi is Core to Modern AI in Private Markets

Institutional investors and wealth managers often struggle with messy, non-standardized data. Alkymi applies enterprise-grade large language models, machine learning, and intelligent workflows to extract, validate, and structure data at scale. This empowers clients to:

• Turn chaos into organization – transform messy, unstructured data into clean, actionable intelligence.
• Accelerate decisions – move from data to output in minutes.
• Reduce risk – eliminate error-prone manual work.
• Integrate seamlessly – deliver structured data to portfolio and analytics systems.

The real validation comes from results: faster insights, lower costs, and confident action in fast-moving markets.

At Alkymi, we see AI as a force multiplier, not a replacement for human judgment. By automating repetitive tasks and transforming unstructured investment data into structured intelligence, our platform enables teams to focus on higher-value analysis and better decision-making

Balancing Potential with Prudence

AI holds transformative potential, but governance, security, and human oversight are critical. Success comes from creating frameworks for responsible AI use, safe experimentation, and evaluating where AI adds measurable value. Alkymi helps teams do this, enabling smarter, data-driven investment workflows and strategic growth. Clients like HESTA show that thoughtful AI adoption, with governance and purpose-built tools, unlocks efficiency, insight, and strategic advantage.

Want to see how Alkymi can be the core of your AI strategy?  Schedule a Demo