AI for Institutional Investors
Automated qualification, liability matching, SAA compliance, Solvency II SCR analysis, AML monitoring, SFDR/AIFMD/ELTIF reporting, and mandate constraint extraction for SWFs, pension funds, insurance companies, endowments, and funds of funds.
5 Institution Types · Tailored Qualification
Sovereign Wealth Funds
Pension Funds
Insurance Companies
Endowments / Foundations
Funds of Funds
Automated Institutional Qualification Flow
Entity Classification
Institution type, AUM, domicile, liability profile, SAA policy ingested
Liability Matching
Duration matching, liability-driven investment, ALM gap analysis
Regulatory Analysis
Solvency II SCR, IORP II, SFDR, AIFMD — full compliance scoring
IC Qualification
MoE composite score, mandate constraints, conformal interval, L4 seal
AI Models for Institutional Investors
SovereignInstitutionalQualifier
SWF/Pension/Insurance/Endowment/FoF qualification — liability matching, SAA policy, Solvency II SCR, IORP II, mandate constraints, FATCA/CRS
WealthRiskComplianceMonitor
Concentration risk, liquidity risk, MiFID II, AIFMD, SFDR, ELTIF 2.0 — real-time compliance dashboard with Sentinel L5 escalation
AIFMDSFDRELTIFEngine
AIFMD reporting, SFDR Article classification, ELTIF 2.0 retail eligibility, PRIIPs KID generation, IORP II compliance
AMLTransactionMonitor
Real-time AML transaction monitoring, FinCEN BOI, AMLD6, STR/SAR generation, FATF risk-based approach scoring
LiquidityConcentrationAnalyzer
Portfolio concentration map, liquidity stress testing, redemption queue modeling, 30/60/90-day liquidity ratios
WealthReportingEngine
ILPA, INREV, EVCA compliant LP reporting, regulatory reporting (AIFMD Annex IV, Form PF), TCFD alignment report
Data Residency & Zero-Knowledge Architecture
All institutional investor data — AUM, liability profiles, SAA policies, regulatory filings — runs entirely within your on-premise infrastructure. Post-Quantum Cryptography (Kyber-768 + Dilithium-3) seals every qualification report. GDPR, CCPA, Schrems II, and data localisation requirements are met by design.