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.
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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.
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II
Prototype
We design and build AI-augmented workflows that fit your process, governance, and compliance standards. Specific routines, not chatbots.
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III
Embed
Rollout, enablement, and measurement. We help the workflow stick — inside your existing research cadence, inside your existing tools.
Research happens in workflows, not tools.
§ 02 / Thinking
Writing on AI in institutional investing.
Practical writing on where AI is actually helping buy-side teams — and where it isn’t.
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Can AI Pick Stocks?
A PM’s take on what the evidence actually shows.
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2031: AI and the Asset Management Crisis
A structural view of where AI lands in the industry over the next five years.
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I Built an Investment Committee That Debates Stocks
A working multi-agent system, and what it reveals about research workflows.
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.
Start a conversation
One bottleneck at a time.
We work with institutional investment teams considering, piloting, or scaling AI inside fundamental research.