Marteno

AI Research & Advisory

The tools are here. The workflows aren’t.

Marteno diagnoses, designs, and prototypes AI workflows for institutional investment teams — starting with one research bottleneck at a time.

Working with

  • 01Long-only asset managers
  • 02Hedge funds
  • 03Family offices
  • 04Research providers

§ 01  / Engagements

Three ways we work.

A workflow is not a prompt. We move from problem to embedded routine — not tool demo to hype cycle.

  1. I

    Diagnostic

    We map how your analysts and PMs actually work today, identify leverage points, and surface what’s safe to automate — grounded in your research process, not generic tooling.

    Duration1–2 weeks
    ArtefactOpportunity map
  2. II

    Prototype

    We design and build AI-augmented workflows that fit your process, governance, and compliance standards. Specific routines, not chatbots.

    Duration2–4 weeks
    ArtefactWorking workflow
  3. III

    Embed

    Rollout, enablement, and measurement. We help the workflow stick — inside your existing research cadence, inside your existing tools.

    Duration4–6 weeks
    ArtefactEmbedded routine

Research happens in workflows, not tools.

A Marteno thesis

§ 02  / Thinking

Writing on AI in institutional investing.

Practical writing on where AI is actually helping buy-side teams — and where it isn’t.

  1. Apr 2026 · AIMBW

    Can AI Pick Stocks?

    A PM’s take on what the evidence actually shows.

  2. Mar 2026 · AIMBW

    2031: AI and the Asset Management Crisis

    A structural view of where AI lands in the industry over the next five years.

  3. Feb 2026 · AIMBW

    I Built an Investment Committee That Debates Stocks

    A working multi-agent system, and what it reveals about research workflows.

More from AI Might Be Wrong →

Current Deck · March 2026

AI Investing for Investment Teams.

A practical deck on where AI is actually helping buy-side teams today — and where it isn’t. Written for analysts, portfolio managers, and heads of research.

Download PDF →

Background

Built by a buy-side operator.

Marteno is led by Jeremy Leung — formerly at UBS, with close to two decades in institutional investment management. We exist because AI capability has outpaced the workflows investors actually use. Our job is to close that gap from inside the process, not from the outside in.

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One bottleneck at a time.

We work with institutional investment teams considering, piloting, or scaling AI inside fundamental research.