Activating Alpha Generation With Multi Agent AI for Fund Screening

Investment professionals currently spend 12 hours weekly on manual fund screening, leading to operational inefficiencies and lost alpha opportunities. LSEG is leveraging Databricks to orchestrate Genie Spaces across the Lipper fund dataset of 350,000+ investments.

Our solution enables users to perform complex fund screening using natural language. By employing a multi-agent supervisor to coordinate specialized Genie Spaces—such as Fund Universe, Performance & Risk, and Flows—users can execute queries like “UK equity funds with 3-year annualized return > 8% and AUM > 500m” against Lipper APIs and tables.

This architecture streamlines the workflow sequence from report generation to portfolio optimization, allowing portfolio managers and analysts to identify investment strategies in minutes rather than hours. By leveraging Databricks Multi Agent Supervisor and LSEG’s trusted AI-ready data, firms can significantly reduce operational costs and improve decision-making efficiency.