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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

Here is a presentation we made on our research: