Unlocking human quality, efficiency and impact in investment workflows by using AI
Codus helps investors, companies and research providers think structurally and act immediately to develop their people and to position their companies, business models and workflows sustainably at the forefront of the AI-driven revolution.
We provide advisory services and information products across five delivery streams to enable clients and the wider investment value chain understand, select from and develop AI-based strategies and practices to raise the quality and improve the efficiency of the products and services they deliver to clients.
Our clients
Asset managers
We work with asset managers to design AI-integrations that generate proprietary alpha, deliver impact outcomes, build trusted client relationships and grow their assets under management.
Investment research & service providers
We work with investment research and service providers to help them understand how AI will revolutionise the expectations of their clients and suppliers and to shape an expertise for themselves that meets the next wave of investment client demand.
Companies
We work with companies to use AI to develop investment messages and identify, profile and communicate with investors and, thereby, to attract long-term capital.
Our delivery streams
Strategy
We help with AI strategy development, data readiness, value definition, technology selection and rollout planning.
Execution
We support workflow articulation, AI-project prioritisation and implementation.
Training
We develop human capacity through open-access courses, team training and bespoke programmes.
Nexus
We support the investment value chain with horizon-scanning and thought-leadership work that is published freely in the public and market interest.
Tooling
We publish practical AI tools for real investment workflows that combine proprietary insight with human judgement.
Our thesis
We believe that AI will fundamentally reshape all information-centred businesses – including asset management and investment research.
If applied proactively, the technology will drive positive outcomes for asset managers, their clients and the companies that they invest in.
It can also deliver value to the wider economy, society and the environment.
This will only be achieved by focusing rigorously on unlocking human quality, efficiency and impact.
Our differentiators
Practitioner experience
We have implemented AI tools and workflows within asset management operations and within our own businesses. We are also active in debates on AI in the investment value chain.
Full value-chain understanding
Our industry experience record sits at the nexus of the listed company, research provider, asset manager and asset owner interaction.
Track record
We have a 15-year track record of delivering valued information and services to the global sustainable investment industry.
Human-first focus
We are ‘human-first, AI-forward’. This means that we use AI to empower, enrich and differentiate human decision-making and execution.
Structural & incremental
We help clients think strategically about AI while acting today to capture the immediate opportunities that the technology enables and develop these into sustainable competitive advantage.