1. A Disciplined Framework for Enhanced Analytical Capabilities

Our policy is designed to unlock the significant analytical benefits of AI to consistently elevate our work. We see AI as a powerful assistive technology that sets the stage for the critical thinking, judgment, and creativity of our exceptional teams. We follow a rigorous process for adopting or developing any AI solution, and we only proceed after verifying its full compliance with all regulatory requirements, data security standards, and client commitments.

2. An Unwavering Commitment to Confidentiality and Quality

Our AI governance board establishes the internal policies, procedures, and controls for the firm’s use of AI. Pursuant to our policy and framework, our AI use follows strict principles for data protection and quality control:

Data Protection: All work is conducted using only firm-approved AI tools that meet our stringent standards for confidentiality and data security. We have clear protocols to ensure compliance with client-specific guidelines on the use of AI and data-handling, and never use our client data to train any AI without the consent of our clients.

Quality Control: We recognize that AI is a tool that must be used with high judgment. All AI-generated output is subjected to the same rigorous human review and scrutiny that we apply to all our work. We do not rely on information from AI if its source cannot be verified.

3. A Prudent Approach to AI in Case Work

When AI is used in connection with our case work, our policy ensures its application is reliable and defensible. Our framework treats AI-supported analysis like any other technical methodology, such as econometric modeling, such that AI-generated output is reviewed to ensure it is the product of reliable principles and replicable methods. This ensures we are applying these powerful tools within a rigorous framework.