Lightkeeper Insight

Most conversations about AI in asset management begin with capability, what the models can do, how quickly they are improving, and where productivity gains might appear. Those discussions are understandable, but they skip the more determinative question: what kind of data environment the technology is...

Over the past several years, many hedge funds have expanded their use of Separately Managed Accounts (SMAs) to meet growing investor demand for transparency, control, and flexibility. Early on, the implementation of SMAs works well. Investors have greater transparency, and client demand accelerates. But as...

Why AI is the next test of operational foundations The Resolution We Keep Postponing Every year, asset managers tell themselves the same things. We need to clean up our data. We need to automate more. We need to find ways to stay ahead. And every...

By Dean Schaffer, CEO Lightkeeper As we close out 2025, I wanted to take a moment to share a few reflections on the year behind us and the road ahead. This year brought meaningful growth across the Lightkeeper community. While we welcomed more new clients...

As year-end approaches, evaluating and compensating research analysts becomes front and center for investment managers. Analyst compensation is one of the largest discretionary line items in a fund’s budget…

Fifteen years ago, we set out to solve a problem many investment managers faced: fragmented, incomplete data that made it difficult to truly understand their portfolios. We believed there had to be a better way to build the data necessary to see not only the...

Imagine your favorite professional sports team: They dedicate countless hours to reviewing game footage, analyzing plays, studying opponents' tactics, and evaluating their performance. It’s a collaborative effort involving coaches, players, and support staff, all working together to dissect gameplay from multiple angles. Now, imagine bringing...

As the end of Q2 approaches we have had a significant increase in questions regarding the appropriate implementation of the new SEC marketing rules.  Lightkeeper has prepared FAQs that we hope are beneficial as you consider this very important and timely topic.