Agentic AI runs funds
Agentic AI is already being used to run investment funds and automating portfolio management tasks, moving AI from portfolio construction tools to active fund management in some shops. That shift is prompting firms to offer hybrid human+AI advisory models and raising questions about where algorithmic managers fit in standard wealth stacks. (sify.com) (pulse2.com)
Phasic announced limited availability of the Phasic MLX Fund, described as an agentic AI‑managed private fund targeting adaptive, high‑conviction strategies in S&P 500 equities on Feb. 18, 2026. (prnewswire.com) SoFi launched the SoFi Agentic AI ETF (NYSE Arca: AGIQ) in early September 2025 to track the BITA US Agentic AI Select Index, a 30‑holding index with a gross expense ratio of 0.69%. (secure.businesswire.com) An AIMA survey of 157 hedge fund managers representing roughly US$783 billion in aggregate AUM found 86% of managers grant staff access to generative‑AI tools and that larger funds (>$1bn AUM) are more likely to build in‑house GenAI capabilities. (aima.org) Industry vendors report a gap between pilots and payoffs: a SimCorp analysis found about 78% of investment managers are piloting agentic AI but only 27% report substantial business impact so far. (simcorp.com) Bank of America’s Merrill and Private Bank announced a full rollout of an AI‑Powered Meeting Journey on March 26, 2026 that uses Salesforce CRM and Zoom integrations to automate meeting prep, real‑time note‑taking and post‑meeting follow‑ups for advisors. (newsroom.bankofamerica.com) In crypto and venture channels, Tron DAO expanded its AI fund from an initial $100 million to $1 billion to back startups building infrastructure for an “agentic economy.” (cointelegraph.com) Both asset managers and bank research cite agentic AI moving beyond task automation toward orchestration of investment workflows, a trend highlighted in Citigroup’s October 2025 report and echoed by Robeco’s commentary on autonomous fund management. (citigroup.com)
