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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 an Institutional Investor cover story: “Asset Managers, Prepare to Have Your Business Disrupted”. 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).  My colleagues blog about our research at

Below is a presentation we made on our research, and the full 13,000-word study (which we will shortly publish in greatly updated form):