FundFire’s Richard J. Chang recently spoke with Leita Advisory Founder and President Anna Dunn Tabke about how OCIO AI use is changing the industry. The article explores how firms are using AI to streamline manager research, due diligence, and operational workflows while considering the opportunities and limitations that come with new technology.
In the article, Anna notes that AI capabilities are becoming a differentiator among OCIO providers, particularly for firms that move beyond off-the-shelf tools and develop capabilities that improve how they serve clients. She also emphasizes that adoption depends on client comfort with data security and that technology should support, rather than replace, informed investment decision-making.
At Leita Advisory, we believe technology is most valuable when it helps investment professionals spend more time on thoughtful analysis, governance, and client service. AI can improve efficiency, but fiduciary judgment, communication, and trust remain at the center of every successful OCIO relationship.
