Fund manager webinar

AI in reporting season: working smarter across the fund manager workflow

Discover how fund managers are using AI to cut through LP questionnaires, data quality reviews, and portfolio analysis during Q2 reporting season.

30th April 2026 3pm GMT / 10am ET · 45 minutes · Live with Q&A · Online

About this webinar

Q2 is peak reporting season: EDCI data closes, SFDR disclosures are due, LP questionnaires land in volume, and portfolio carbon data needs to be validated and explained. Together, these tasks stretch lean sustainability teams to breaking point.

In this session, the KEY ESG product team will walk through the AI capabilities we have built to address these pressures, and show live how they work in practice.

Agenda

1. The reporting season burden

Where fund managers lose the most time each Q2, and why manual processes do not scale with portfolio complexity.

2. AI-powered data quality

A walkthrough of KEY ESG's AI root cause analysis feature: when a Scope 1, 2 or 3 data validation rule fails, fund managers can now identify the likely cause of year-on-year variance in minutes, not hours.

3. LP questionnaire automation

Fund managers receive hundreds of LP questionnaires per year, each asking for the same data in a different format. The KEY ESG MCP connector enables an AI agent to draft responses directly from live platform data, with every answer cited back to its source. Two days of work in two hours. [Read our blog on LP questionnaire automation →]

4. Carbon anomaly diagnosis via the KEY ESG MCP connector

When emissions data flags a 180% year-on-year increase, tracing the cause manually across a large portfolio can take a full day. We will demo how an AI agent diagnoses the anomaly through a structured reasoning chain and returns a plain-language explanation in minutes.

5. Portfolio benchmarking and analysis

How fund managers can use AI to surface cross-portfolio insights and structure narratives for LP reports and board packs, without rebuilding the same spreadsheet every quarter.

Live demo and Q&A

Open Q&A with the product team. Bring your use cases.

What we are demonstrating live

AI root cause analysis (live now) Automatically identifies the cause of data validation failures on Scope 1, 2 and 3 metrics. No manual investigation required.

LP questionnaire automation (releasing 30 April) The KEY ESG MCP connector drafts questionnaire responses from your live verified data. Every answer is cited; low-confidence items are flagged for review.

Carbon anomaly diagnosis (releasing 30 April) An AI agent narrows a carbon anomaly from portfolio level down to entity, period and raw record, returning a plain-language diagnosis in minutes.

Your hosts

Anne-Marie Schoonbeek, Co-Founder & COO, KEY ESG

Michael Greig, Product Design & Delivery Lead, KEY ESG