And The Next InvestTech Unicorn Is…

And The Next InvestTech Unicorn Is…

Unicorns are mythical beasts. In the VC world, they are high growth startups that achieve $1bn+ in valuation. In the investing world, a unicorn is an investment opportunity that offers seemingly unlimited upside, with no downside risk. In InvestTech, a unicorn is a technology that meets all technology needs across the entire investment life cycle. The investment industry has been scaling new levels of

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Attitudes & Latitudes: Notes from the Tech Side of Investment Management

Attitudes & Latitudes: Notes from the Tech Side of Investment Management

The investment management industry is known, from the outside, for many things. In a few words: high stakes and important work, high-performing individuals, and long but rewarding hours. When it comes to tech, however, the IM space is conservative, and does not tend to be an early adopter of the new technologies which surround it. Please note: this is a loose generalization based on

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Data Disintermediation: The Gift that Keeps on Giving!

Data Disintermediation: The Gift that Keeps on Giving!

The investment management industry runs on data. Organizations build their businesses around carefully constructed, disciplined processes of collecting and analyzing information that are designed to give them a unique edge in investing. This means that a firm’s decisions around specifically what data to use and how exactly to process it are key. With the mainstreaming of Big Data the largest investment firms are

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When Diligence Goes Digital

When Diligence Goes Digital

Defining the Digital Diligence Moment: When the investment management industry no longer depends on emails, multiple Word documents, and PDFs to exchange diligence information, and instead asks, “Can you DV it?” i.e. when DiligenceVault becomes a verb :) Why digitize? Digitization makes information storage structured, access easy and analytics possible. It enables institutional memory. Digitization constitutes investment for the future as paper disappears, saving

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Delivering in the Experience Economy

Delivering in the Experience Economy

Future economic growth lies in the value of experiences and transformations--good and services are no longer enough. Joseph Pine of Columbia and James Gilmore of UVA argue in HBR article that businesses must orchestrate memorable events for their customers, and that memory itself becomes the product: the "experience". There’s plenty evidence of this in the consumer-centric world where firms are unlocking new revenue

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Building a Data Legacy for Your NextGen

Building a Data Legacy for Your NextGen

Given the significant investments of time, talent and money in the ecosystem around data, there’s no question that data is poised to be one of the critical assets for the future of work. Yet in the investment management world, data management is still in its infancy, and initiatives for building data competency are just getting started. Asset Manager Data Focus Asset managers have

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