Scaling total portfolio management with agentic AI

About this webinar

Managing cross-asset portfolios has never been more complex, and fragmented systems are making it harder to act with confidence. In this webinar, FIS® experts explore total portfolio management, the critical role of a single investment book of records (IBOR) and how agentic AI is reshaping front-office decision-making at scale.

Speakers

• Ronan Farrell, Global Head of Buy Side, Cross Asset Trading and Risk, FIS
• Pontus Eriksson, Head of Front Office Strategy, Buy Side and Sell Side, FIS

Duration

25 minutes

What you'll learn

• Why total portfolio management must live inside the front office, not downstream in risk or finance functions, to drive timely and confident decision-making.
• How a single IBOR serves as the foundation for consistent positions, valuations and real-time risk measures across all asset classes.
• Why fragmented systems and multiple versions of data create latency and erode trust at the moments that matter most.
• How agentic AI and Model Context Protocol architecture can enable anticipatory portfolio management when built on trusted, consistent data.