AI for Performance Teams: Where Firms Are Winning (and Getting Stuck)

Most firms know they should be using AI for performance measurement. Fewer know how to actually do it without breaking something—or losing their team's trust in the process. In this episode, Sean Murray and David Mellars from FactSet get into the real implementation challenges. We talk about what it takes to build trust in AI-generated narratives, how to create a "golden source" of data, and navigating the shift into private markets and alternative assets. Plus, the question everyone's thinking about—what AI means for performance teams and the people on them. Some firms are already seeing wins. Others can't get out of the pilot phase. This episode breaks down why. NOTES FROM THIS EPISODE New eBook: A Buy-Side Playbook for Reporting Success Download the latest eBook from the FTF Research Institute and FactSet, featuring insights from 325+ reporting leaders. Access the Flipbook - https://www.ftfnews.com/FTF-Research-Institute/at-the-end-of-it-a-buy-side-playbook-for-reporting-success/ PMCR 2026 Registration — February 24–26, NYC Join us live in New York City for the industry’s premier event on performance measurement and client reporting. Register Here - https://pages.ftfnews.com/event-registration-2026 Use code: FactSetAI for 15% off Explore the Full Agenda Plan your sessions and see what’s in store for 2026. View Agenda - https://pages.ftfnews.com/performance-measurement-and-client-reporting-agenda