LSEG and AgentSmyth Announce Collaboration to Bring LSEG Lipper Data Into AI-Native Wealth Workflows

• Licensed LSEG Lipper data will power AgentSmyth’s new wealth management agent
  
• Enable advisors to analyse fund universes, flows, concentration, and portfolio performance with institution-grade precision.

LSEG and AgentSmyth, the AI-native trading and research desk for institutional and wealth investors, today announced a new collaboration. As part of this, LSEG Lipper’s premier ETF and mutual fund dataset will be integrated directly into AgentSmyth’s agentic platform, beginning with its newly launched Wealth Agent “Agent W”.

AI powered by LSEG’s licensed, AI-ready content

AgentSmyth will use LSEG Lipper’s global ETF and mutual fund coverage as the data backbone for Agent W, enabling advisors, CIOs, and portfolio teams to interrogate fund flows, performance patterns, concentration, and peer standing through natural-language queries. Agent W’s agentic architecture routes these questions through LSEG Lipper’s structured identifiers, classifications, and decades-deep history, returning auditable, source-linked outputs suitable for investment committees and client reporting.
Building on this first deployment, LSEG and AgentSmyth intend to expand access to additional datasets over time, enabling broader agentic workflows in research, portfolio construction, and risk management.

Sarah Andrews, Global Head of Partnerships, LSEG, said:
“LSEG Lipper is relied upon globally as the reference dataset for understanding fund flow, performance, and portfolio structure. Bringing this trusted, licensed content into AgentSmyth’s agentic workflows gives wealth teams a scalable way to ask deeper questions, compare portfolios, and generate explainable insights with confidence.”

Pulkit Jaiswal, Co-Founder & Chief Executive Officer, AgentSmyth, said:
“Speed is the new alpha. Our customers do not need another screen full of charts. They need a system that explains risk, flows, and concentration in a fraction of a second. That is why we built AgentSmyth. LSEG Lipper is one of the most trusted sources in the industry. When combined with our proprietary platform, advisors get the answers they need and walk into investment committees and client conversations ready to win.”

Through this collaboration, wealth teams can:

●       Diagnose portfolio risk in seconds, including concentration, factor tilts, crowding, hidden exposures, and style drift across household portfolios.

●       Track flows and market rotation across ETF and mutual fund universes with institution-grade precision.

●       Benchmark sleeves (income, quality, thematic, retirement) on flows, performance consistency, and risk measures.

●       Generate IC-ready outputs, from attribution breakdowns to client-friendly narratives, off a single trusted dataset.

●       Ask complex questions naturally, with every answer tied back to LSEG Lipper’s identifiers and source measures.

This ensures that wealth managers benefit from the depth, breadth, quality, and governance of LSEG’s AI-ready content, combined with explainable agentic workflows tailored to real wealth management use cases.

AgentSmyth is an AI-native trading and research platform used by Tier-1 banks, outsourced trading firms, hedge funds, family offices, and wealth managers. Its specialised agents deliver fast, source-linked insights across macro, sentiment, quant, options, earnings, and wealth workflows to support decisions and client reporting.

LSEG Everywhere - Our AI Strategy

The partnership is part of LSEG Everywhere, LSEG’s AI strategy focused on delivering trusted, licensed, AI-ready content to scale AI in financial services. The unparalleled depth, breadth, and quality of LSEG’s AI-ready content and taxonomies includes proprietary datasets stretching back over decades.

LSEG Everywhere includes deployment of the Model Context Protocol (MCP) and recent partnerships with enterprise grade AI applications and data platforms including Microsoft, Claude, ChatGPT, Snowflake and Databricks.

This announcement builds on LSEG’s ongoing stream of strategic partnerships and AI deployments with leading technology innovators, including Microsoft, OpenAI, Anthropic, Databricks, Snowflake, Rogo, and Reuters.