About
Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Careers
Why Cohen & Co Our Culture Total Rewards & Benefits Early Career Opportunities Experienced Opportunities Join Our Talent Community
Contact
Akron, OH Baltimore, MD Buffalo, NY Chicago, IL Cleveland, OH Deer Park, IL Denver, CO Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Youngstown, OH
Client Portal
Services Industries Knowledge Center People

About Our Services

We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. Learn how we can help you.

Find Services

Assurance Services

Employee Benefit Plan Audits Internal Controls Investment Company Audits Private Company Audits

Tax Services

Federal Tax Planning & Compliance High Net Worth & Wealth Transfer International Filings & Structuring Investment Company Tax State & Local Tax Tax Credits & Incentives Transaction Tax Planning

Advisory Services

Business Valuations Data & Insights Digital Finance Solutions IT Strategy & Implementation Litigation Support Services M&A Advisory Outsourced Accounting Solutions Transaction Services Turnaround & Restructuring

Our Industry Expertise

Our industry experience means you can find professionals who speak your language and bring earned insights to the table. Learn how we can help you.

Explore Industries

Key Industries

Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
VIEW THE COMPLETE LIST

Knowledge Center

Our team wants to help your team stay up to date. Browse our thought leadership, events and news for insights and a point of view on business-critical topics.

Find Insights & Events

Insights

Browse valuable articles and publications our experts have written to help you and your organization answer key questions — and consider new ones.

Read Our Insights

Events

Join us in person and online for events that address timely topics and key business considerations.

Explore Our Events

News

Find out what is happening at Cohen & Co, from industry recognitions and growth updates, to where we are contributing to important media stories.

Read Our News
People
Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Why Cohen & Co Our Culture Total Rewards & Benefits Early Career Opportunities Experienced Opportunities Join Our Talent Community
Akron, OH Baltimore, MD Buffalo, NY Chicago, IL Cleveland, OH Deer Park, IL Denver, CO Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Youngstown, OH
Client Portal

Demystifying the AI Journey for Investment Companies

May 27, 2025

Artificial Intelligence (AI) is expanding across industries and markets around the world. But does your company know how to maximize its benefits and minimize its risks? At our recent Cohen Client Conference, our panel of technology leaders provided insights on the current state of AI and practical steps investment companies can take to move forward to gain transformative benefits from this powerful technology.

AI Explosion and Hype Cycle

While traditional AI has been leveraged for many years, the explosion of AI tools and awareness can be attributed to several factors. Recent advances in computational power and the availability of vast amounts of data have underpinned the rapid development of AI models since 2020. With the AI market climbing to over $244 billion and new models showing meaningful practical benefits across a variety of industries, both its hype and continued advancements are likely to continue well into the future.

Managing Risk

Integrating AI into business operations presents great opportunity as the technology continues to evolve, but it requires careful management of risks. While data privacy is a critical concern, as AI systems often require access to sensitive information, additional risk areas need attention as well, including security, accuracy, bias and ethical use. Regulatory compliance is another challenge, as businesses must navigate a complex, evolving web of legal frameworks governing AI use. Additionally, consideration must be made for operational risks related to ensuring resources have the capacity and skills to develop and test the organization’s AI models and monitor them once deployed to address drift.

Establishing an Effective AI Governance Framework

An effective AI governance framework includes several key components:

  • Executive buy-in and support
  • Clear policies and guidelines
  • Ethical considerations
  • Clear accountability
  • Continuous monitoring

Firms can implement these components by establishing dedicated AI governance teams to provide oversight and communication of AI policies, business use cases, AI development and ongoing AI use across the business. These committees are most effective when they foster a culture of ethical and effective AI use, acting as catalysts rather than constraints. Ensuring transparency in AI decision-making processes and involving stakeholders in governance discussions are also crucial steps. By prioritizing governance, firms can mitigate risks and maximize the benefits of AI.

Data Quality Key Driver for Success

Data quality is fundamental to the success of AI initiatives. High-quality data for targeted business use cases helps ensure AI models are accurate, reliable and effective. Poor data quality can lead to incorrect predictions and decisions, undermining the value of AI. Businesses are wise to focus on cleaning their data by resolving existing issues as well as implementing sustainable data hygiene practices. Interestingly, AI tools can help on both fronts, which then makes the AI solutions leveraging that data more effective.

Assessing Readiness for AI Adoption
Businesses can assess their readiness for AI adoption by evaluating several factors:

  • Technological infrastructure
  • Data maturity
  • Talent and expertise
  • Investment tolerance
  • Governance structures

Conducting a thorough readiness assessment helps identify gaps, areas for improvement and barriers to success. By understanding their current state and preparing accordingly, organizations can help ensure a smoother and more effective AI integration.

Identifying and Prioritizing AI Opportunities

To identify and prioritize AI opportunities, organizations should start by identifying business processes that need to be optimized or transformed and management reports that need to deliver more insight. Engaging stakeholders and conducting workshops can help uncover valuable insights but be careful to discuss business problems rather than AI opportunities. Otherwise, AI can become a hammer looking for a nail, rather than a solution to achieve a business objective. Prioritization should be based on factors such as potential impact, feasibility and alignment with strategic business goals. It is also a great approach to leverage smaller pilot projects to learn and build momentum for future, larger AI initiatives.

Where the Future Leads

While predicting the future is difficult, it is clear AI will continue to rapidly evolve in its capabilities and impact across our work and personal lives. With AI moving from simple chatbots to more sophisticated systems, there are significant opportunities to leverage that technology to enhance customer service, improve decision-making and increase automation. Also, with investment in research and innovation within the AI ecosystem continuing to accelerate, further advancements are likely to occur at an even more rapid pace than before. Businesses that take strides to lean into AI can expect to see improvements in efficiency, innovation and competitive advantage over those who are stuck at the starting line.


Contact Kevin Sexton, Jeff Chenevey or a member of your service team to discuss this topic further.

Thank you to our panelists for participating in this session: Jon Vickery, Chief Technology Officer, Paralel Technologies; Jake Vogel, Senior Manager, Cohen & Co.

In this blog Cohen & Co is not rendering legal, accounting, investment, tax or other professional advice. Rather, the information contained in this blog is for general informational purposes only. Any decisions or actions based on the general information contained in this blog should be made or taken only after a detailed review of the specific facts, circumstances and current law with your professional advisers.

About the Authors

Kevin Sexton, CSM

Chief Information Officer, Cohen & Co Advisory, LLC
ksexton@cohenco.com
216.774.1250

Jeff Chenevey

Managing Director, Cohen & Co Advisory, LLC
jchenevey@cohenco.com
216.649.5718

Related Insights

Article

AI Beyond the Hype: A Six-Step Guide to Demystify the AI Journey for Companies

Read More
Article

AI Beyond the Hype: 8 Key Risks to Protect Against

Read More
Article

AI Beyond the Hype: What Does It All Mean?

Read More
Sign Up for Our Emails & Events

Receive insights from our specialists in a variety of areas and timely information on upcoming events directly to your inbox as they go live in our online Knowledge Center.

Subscribe Today
Top
Subscribe to our newsletter
About Contact Submit RFP Privacy Policy

"Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

Cohen & Company, Ltd. and Cohen & Co Advisory, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards.

Cohen & Company, Ltd. is a licensed independent CPA firm that provides attest services to its clients. Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services to their clients and are not licensed CPA firms.

The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand. Our use of terms such as “our firm,” “we,” “us” and other terms of similar import denote the alternative practice structure of Cohen & Company, Ltd. and Cohen & Co Advisory, LLC.

© 2025 Cohen & Co