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09Institutions/ Pensions & Insurers

Liabilities are a forecast. Treat them like one.

Long-duration institutions live or die by the quality of their liability view and the discipline of their matching. AgenticAUM makes both continuous instead of quarterly.

01Where the line sits

80% science — the machine

Actuarial modelling, ALM optimisation, reserving, regulatory capital.

20% art — yours

Underwriting appetite, product design, the strategic asset allocation call.

02The two applications
Core layer

Duration

Assets and liabilities, reconciled daily.

Continuous asset-liability management: cash-flow matching, hedge effectiveness, funding-level tracking and scenario testing against rate, inflation and longevity shocks.

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Customer layer

Policyholder

Claims and service that people don't dread.

Straight-through claims intake, fraud triage, benefit projections and member self-service delivered with the empathy long-duration relationships deserve.

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03Other institutions
01

Venture Capital

Seed to Series C

02

Private Equity

Buyout to growth equity

03

Family Offices

Single and multi-family

04

Angels & Syndicates

Leads, syndicates, rolling funds

05

Private Credit & NBFCs

Lending at scale

06

Asset Managers

Mutual funds, PMS, institutional mandates

07

Hedge Funds

Discretionary and systematic

08

Wealth Managers & RIAs

Discretionary and advisory books

10

Bank Treasuries

ALM, liquidity, prop and balance sheet

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Deploy the operating system for your capital.

AgenticAUM is delivered as a private deployment per institution. Tell us the mandate and we will scope the first workflow in a week.

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Institutions

  • Venture Capital
  • Private Equity
  • Family Offices
  • Angels & Syndicates
  • Private Credit & NBFCs
  • Asset Managers
  • Hedge Funds
  • Wealth Managers & RIAs
  • Pensions & Insurers
  • Bank Treasuries

Company

  • The method
  • Product index

Output is analysis, not investment advice. AgenticAUM does not recommend instruments, size positions or execute trades.

© 2026 AgenticAUM

Finance is 80% science, 20% art