Helping internal teams understand high-level information from piles of documentation and search contextually using AI
Turning a fragmented, months-long due-diligence process into a transparent GenAI research workflow built on trust and visibility.
My Dashboard
JPM Equity Strategy Research View
Draft
Last saved: 2:35 PM on October 11, 2025
Share
Export
16
Inspect
Research Report
JPM Equity Strategy Research View
Key takeaways
Summary
AB Core follows a disciplined investment approach that supports the team’s clear philosophy with its long-term focus on cash-flow generative businesses. The valuation discipline and attention to downside risk strengthen this offering.
by AI
Doc
2 Sources
Score
20 Oct 2025
Pros:
The team of experienced investment professionals has worked together for many years and displays a high level of commitment to the approach.
by
18 Oct 2025
It is the methodical and detailed due diligence that differentiates the strategy with each step of the process reflecting a significant amount of thought.
by AI
1 Sources
Score
20 Oct 2025
The devil’s advocate process at the stock-selection stage of the process ensures robust challenge.
by AI
Doc
2 Sources
Score
20 Oct 2025
The team applies sensible screens in order to narrow the universe to a limited set of ideas warranting further due diligence. The requirement of specific reasons why ideas screening well are not progressed fosters objectivity.
by
18 Oct 2025
There is a strong desire for continuous improvement and refinement of the process, with regular off-site meetings and a willingness to improve the decision-making process.
by
18 Oct 2025
Cons:
The balance of power in investment decisions does seem to lie in Dalgas’ hands and we view him as the guardian of the approach. Although low, there is an element of key-man risk in the strategy. Similarly, we would review the rating if Ingemann left.
by AI
Doc
1 Sources
Score
20 Oct 2025
Add
AI Companion
Confidence Score
Summary
The balance of power in investment decisions does seem to lie in Dalgas’ hands and we view him as the guardian of the approach. Although low, there is an element of key-man risk in the strategy. Similarly, we would review the rating if Ingemann left.
Linguistic Quality
Good
Brand Voice and Tone
Excellent
Source Tier
Needs work
Improve with AI
Client
Project category
0-1, Fintech, Internal Tool
Timeline
8 Months
Team
PM
Design Lead
Product Designer
GenAI Engineer
UI Developers
Business Analyst
TL;DR:
Before recommending an asset manager to a client, Mercer researchers must put them through rigorous Investment and Operational Due Diligence process which includes synthesizing multiple financial documents, and compliance records into one standard report. That rigor is exactly why it's slow: research spans dozens of scattered documents and platforms, and turnaround is measured in months! RateSense is the AI-powered platform that unifies fragmented platforms and imports sources, analyzes and drafts a research report in Marsh's standard format . Providing full traceability through inline source mapping, section-level confidence scores, and inline editing tools helping researchers stay in control of the narrative throughout accelerating report creation from roughly 8 weeks to a day.
👀
A Sneak peak
The Problem
It takes Mercer researchers 8 weeks to write a due-diligence report from documents scattered across platforms — slowed by fragmented source platforms, writing tools that were never built for this, and AI output no one could fully trust.
ChatGPT, Claude etc. are general-purpose assistants, not built for a firm's report format. Researchers were stuck switching between the AI chat and Word just to reassemble a properly formatted report!
In due diligence, a single unverifiable AI-generated claim isn't an inconvenience. It's a compliance risk.
The Solution
Unifying disconnected platforms into one AI-assisted workflow, backed by critical human-in-the-loop interactions and a visible confidence layer.
So speed never comes at the cost of trust.
1
A unified system to create and track projects and import source documents in one place.
Duplicate and outdated files are automatically flagged and refined, so every researcher works from the same current set of materials instead of their own scattered folder.
2
RateSense generates straight into the project's existing report template
3
An Inspect Mode alongside standard Edit Mode surfaces citations and a confidence score for every section
Pause
Impact
The redesigned Citi B2B Payments Dashboard was successfully launched after an intensive 4-week design sprint
Customers served
Capstone Project Showcase
Increase in User Engagement
Capstone Project Showcase
Increase in Report Downloads
Capstone Project Showcase
Chandan Jonnavithula
2025©