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Research into two-party agentic delivery

Sourcing Strategy Papers

Outsource, retain, insource, or use global capability centers on a common basis.

Phil Hatch / AkholiExplore the full study →
Title page: Buying New Capabilities Through Agentic Service Providers — An Executive Decision Beyond Replacing Existing Work. Phil Hatch, Akholi, October 23, 2026.

AAO-116 / Economics and Value

Buying New Capabilities Through Agentic Service Providers

Executives should evaluate agentic providers for useful capabilities the organization could not previously obtain economically, while preserving evidence, authority, and complete cost. A new capability needs its own business case rather than an invented comparison with a process that never existed.

Buy-side Boards and Executives
Cross-industry · 4 pages
Title page: Investment Research Agents and Protection of Investment Context — An Asset and Wealth Executive Decision on Confidential Knowledge. Phil Hatch, Akholi, October 23, 2026.

AAO-110 / Commercial and Vendor Management

Investment Research Agents and Protection of Investment Context

Investment executives should govern the confidential context that provider agents receive, infer, and retain. Portfolio intentions, client circumstances, research priorities, and investment rationale can require protection even when individual source documents are publicly available.

Buy-side Boards and Executives
Asset and Wealth Management · Financial Services · 4 pages

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