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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 DisruptInvesting.com.

Below is a presentation we made on our research, and the full study (which we are now updating):