AI Research & Advisory
Marteno diagnoses, designs, and prototypes AI workflows for institutional investment teams — starting with one research bottleneck at a time.
Working with
Engagements
A workflow is not a prompt. We move from problem to embedded routine — not tool demo to hype cycle.
We map how your analysts and PMs actually work today, identify leverage points, and surface what’s safe to automate — grounded in your research process, not generic tooling.
We design and build AI-augmented workflows that fit your process, governance, and compliance standards. Specific routines, not chatbots.
Rollout, enablement, and measurement. We help the workflow stick — inside your existing research cadence, inside your existing tools.
Research happens in workflows, not tools.
Thinking
Practical writing on where AI is actually helping buy-side teams — and where it isn’t.
A PM’s take on what the evidence actually shows.
A structural view of where AI lands in the industry over the next five years.
A working multi-agent system, and what it reveals about research workflows.
Current Deck · March 2026
A practical deck on where AI is actually helping buy-side teams today — and where it isn’t. Written for analysts, portfolio managers, and heads of research.
Download PDFPDF, March 2026 edition.
Background
Marteno is led by Jeremy Leung — formerly at UBS, with close to two decades in institutional investment management. We exist because AI capability has outpaced the workflows investors actually use. Our job is to close that gap from inside the process, not from the outside in.
Start a conversation
We work with institutional investment teams considering, piloting, or scaling AI inside fundamental research.
