White Paper: Intelligent Investment 2026 - Data, AI and the Operating Models of investment firms

Forty investment leaders sat down for ICS's Intelligent Investment 2026 forum.

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The day ran in three parts.

The AI Landscape: evidence

Deloitte opened with independent evidence on where enterprise AI is creating real value, and where it isn't.

Technology in practice: MCP

ICS and FactSet followed with a live demonstration, building a CIO briefing and board deck in real time from connected investment and market data.

Peer roundtable

Then the floor opened to the room itself, under the Chatham House Rule.

Three things stood out:

1. adoption is broad but transformation is rare

2. the "wow" use cases all traced back to clean, governed data

3. verification, not model capability, is quietly becoming the real constraint.

Download report

The full report has the data behind each finding, and where forty leaders agreed, and where they sharply didn't.