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Innovation in the Investing Industry

II-coverI am co-leading a research project on innovation in the investment management industry, which became Institutional Investor’s April 2016 cover story: “Asset Managers, Prepare to Have Your Business Disrupted” (about 2,000 words). You can download the full study in PDF (10,000 words). My coauthors are Katina Stefanova (CEO/CIO, Marto Capital; former management committee at Bridgewater Associates) and Brent Beardsley (global head of wealth and asset management at the Boston Consulting Group).  We blog about our research at  (This research project is a personal effort with my co-authors, and neither my employer nor any other institution with which I’m affiliated is responsible for its contents.)

Here is a presentation we made on our research: