Understanding Classification: From Mind to Machines

Understanding Classification: From Mind to Machines

Classification is one of the most instinctive behaviors that humans exhibit. It is also a foundation for all cultural and scientific advancements, be it the taxonomy trees of evolution, Freudian classifications of anxieties and disorders or the elements in periodic tables. The moment we interact with an entity or an experience through any of our senses our mind immediately starts classifying it as good

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When AI Becomes the New Investment Option

When AI Becomes the New Investment Option

Artificial Intelligence as a locus of investment is very tempting for asset owners. Expectations for AI are lofty, ranging from cost savings, creating productive capacity, and enabling human cognitive capabilities, resulting meaningful impact on portfolio returns. We did an analysis of popular Google Search terms including AI as a key word along with standard fund investment options, and as seen below, AI was dramatically

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Is There Success In Your Name?

Is There Success In Your Name?

If you recall, we blogged about how we named ourselves. Your firm’s name is a representation of who you are, reflecting your unconscious biases, influenced by your experience, beliefs, and vision. It establishes the beginning of a firm’s reputation. We analyze how asset managers name themselves and what, if any, are the implications to their long term success. Name and Legacy Surprisingly,

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What Brings Success? Skill, Luck, or Process

What Brings Success? Skill, Luck, or Process

What accounts for the great variety of personal and professional life outcomes among people from similar backgrounds? Why do some people succeed when others fail? There is an element of luck in every life, both good and bad, as noted in common aphorisms such as: “Sometimes it is better to be lucky than smart” or “You make your own luck.” The enterprising businessperson and

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Check!

Check!

Atul Gawande’s 2009 book “The Checklist Manifesto: How to Get Things Right” details the author’s search across disciplines for ways to improve process outcomes, looking for techniques that could be applied in his own field as a cancer surgeon. His findings are relevant to the investment process and due diligence. Like a Surgeon Gawande came to do broad research on checklists when

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What Is Your Investment Engagement ROI?

What Is Your Investment Engagement ROI?

Differentiation has become the touchstone of the future, and those funds that strategically embrace change in a way that responds to investor demands will be the ones that prosper going forward. – Paraphrasing E&Y (Global Hedge Fund & Investor Survey) Creating differentiation in an increasingly competitive landscape not only requires innovation in investment product/strategy and best-in-class operations, but also a strategic focus

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