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Lightkeeper Insight

AI Is Ready. Is Your Data?

AI Is Ready. Is Your Data?

A conversation with Lightkeeper CEO Dean Schaffer on data infrastructure, the multiplier effect, and what funds don't want to hear.
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How AI Is Transforming Portfolio Intelligence for Asset Managers

How AI Is Transforming Portfolio Intelligence for Asset Managers

Insights from Dean Schaffer, CEO, and Danny Dias, Co-Founder & CPO of Lightkeeper | Ask any hedge fund manager today if they're using AI, and the answer is almost universally yes. But as Lightkeeper's CEO, Dean Schaffer pointed out in a recent episode of the...
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From the Other Side of the Table: Mary Viviano on What Investment Teams Can Learn From Their Own Data

From the Other Side of the Table: Mary Viviano on What Investment Teams Can Learn From Their Own Data

Named Data Science Professional of the Year at the Waters Women in Technology & Data Awards, Lightkeeper's Managing Director of Analytics has spent a decade helping investment teams turn historical portfolio data into decisions that actually move the needle. Before Mary Viviano ever helped a...
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AI Is Hedge Funds’ Top Priority — But Data May Be the Real Bottleneck

AI Is Hedge Funds’ Top Priority — But Data May Be the Real Bottleneck

According to Hedgeweek’s Q1 2026 Global Outlook Survey of more than 100 hedge fund managers, 41% now rank AI integration as their biggest priority for the year, surpassing both cost optimization and talent acquisition. Nearly a third report significant AI integration already underway across research...
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Feed Your AI Well: Why Data Foundations Compound the Benefits of AI Models

Feed Your AI Well: Why Data Foundations Compound the Benefits of AI Models

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...
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SMAs Are Easy to Launch but Harder to Scale Than They Look

SMAs Are Easy to Launch but Harder to Scale Than They Look

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...
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Operational Alpha: The Resolution Asset Managers Can’t Afford to Postpone

Operational Alpha: The Resolution Asset Managers Can’t Afford to Postpone

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...
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15 Years of Partnership: Reflections on 2025 and the Road Ahead

15 Years of Partnership: Reflections on 2025 and the Road Ahead

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...
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Rethinking Analyst Evaluation: A Data-Driven Approach to Compensation and Performance Measurement

Rethinking Analyst Evaluation: A Data-Driven Approach to Compensation and Performance Measurement

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…
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Building Lightkeeper: 15 Years of Innovation, Partnership, and Purpose

Building Lightkeeper: 15 Years of Innovation, Partnership, and Purpose

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...
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Talent Development and the Ultimate Coaching Tool: Your Investment Team and Modern Idea Analytics Software

Talent Development and the Ultimate Coaching Tool: Your Investment Team and Modern Idea Analytics Software

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...
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FAQs — SEC Marketing Rule

FAQs — SEC Marketing Rule

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.
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