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2026 Generative Artificial Intelligence Questionnaire

AI is already reshaping financial markets, but how are fund managers actually using it today, and where is adoption heading next?

To answer that question, AIMA’s Research Committee has commissioned a new, highly targeted industry survey to establish fresh benchmarking data for members on Generative AI adoption across the alternatives sector.

The survey explores:
  • The most common and effective Generative AI use cases
  • How AI may reshape the fund manager business model
  • The impact on talent, hiring, and workforce structure
  • AI’s role in investment decision-making
  • Barriers to broader adoption
  • Compliance, governance, and operational considerations

Participants will receive early access to high-level findings, along with the opportunity to engage directly with AIMA for additional benchmarking insights ahead of the full report publication.

Definition of generative AI:
Generative AI refers to a type of artificial intelligence that is designed to create or generate content that is novel and coherent, often mimicking aspects of human creativity. It involves algorithms and models that can produce data, such as text, images, audio, and even video, without direct human input for every element of the output. These models learn patterns and structures from existing data and then use that knowledge to generate new, similar content.
1.What is the primary strategy of your firm’s principal flagship fund? Please select one.(Required.)
2.What is your firm’s approximate total AUM? Please select one.
3.Where is your firm headquartered? Please select one.(Required.)
4.Where are you personally based? Please select one.(Required.)
5.What is your primary role? Please select one.(Required.)
6.What is your firm's primary Generative AI implementation strategy? Please select one.(Required.)
7.Which public LLMs does your firm permit you to use? Please select all that apply.(Required.)
8.What are the primary restrictions imposed by your firm on your use of public Generative AI tools? Please select the top two.(Required.)
9.In which areas have Generative AI use cases been explored and have delivered the expected value? Please select all that apply.(Required.)
10.In which areas have Generative AI use cases been explored but have not delivered the expected value? Please select all that apply.(Required.)
11.Which LLMs do you personally primarily use for the following tasks? Please answer for each task type.(Required.)
Claude
ChatGPT
Gemini
Copilot
No clear leader
Other (please specify)
Writing assistance
Document summarisation and analysis
Data processing and analysis
Coding
General research
Investment research
Investment assistance
12.At which stages of the investment process are Generative AI tools actively used by your firm? Please answer for each option.(Required.)
Core part of workflow
Used occasionally
Not used
Idea generation
Company / asset analysis
Portfolio construction
Monitoring / risk oversight
Investment memo preparation
13.For Generative AI-assisted investment decisions, how important is it that you can explain why the model generated that output? Please select one.(Required.)
14.What are the primary constraints limiting further Generative AI usage at your firm? Please select the top two.(Required.)
15.Which regulatory/compliance issues concern you most about Generative AI implementation? Please select the top two.(Required.)
16.How will your firm’s integration of Generative AI impact its reliance on service providers? Please select one.(Required.)
17.What will the net impact of Generative AI integration at your firm be on your headcount in the next 12 months. Please select one.(Required.)
18.Does your firm consider Generative AI fluency/usage as part of the staff performance appraisal? Please select one.(Required.)
19.How will Generative AI integration at your firm impact hiring in the next 12 months? Please select one.(Required.)
20.Considering the alternative investment industry broadly, which roles do you think are most at risk from Generative AI adoption? Please select the top two.(Required.)
21.Considering the alternative investment industry broadly, which roles do you think are least at risk from Generative AI adoption? Please select the top two.(Required.)