What does an institutional investor’s Echo look like?

Amazon recently introduced the Echo Look, which lets you use the digital assistant Alexa to answer questions, including a style guide, where you can get suggestions on what looks better on you.   Theoretically, an individual can achieve a similar Read More …

Microsoft ate my Board_Package_2017_07v17edited_use_this.pptx

In his book Organizational Alpha, author Ben Carlson observes that when an investment office discuss their problems and issues, the focus is less on markets and more on organizational challenges such as governance, process and collaboration. The value of collaboration Read More …

Winning with technology – learning from something you disagree with

I recently started following Stephen Duneir’s “Seeds of Thought”, and have developed a healthy respect for Steve’s insights around applying cognitive science toward investment and business decisions. In a recent article, Steve wrote about technology and investing, and compared the use of Read More …

Investment processes can learn from design methods such as agile, Kaizen, etc.

The design firm Ideo has made excellent improvements to the process by which public services like Social Security get handled. Technology firms are able to improve their products at a faster rate using programming concepts like Agile. Automobile companies have Read More …

Data visualization and improving clarity of presentation can lead to better decisions

We often tend to confuse the purpose of presentations between the need to show how much work we have done, vs. trying to help the audience make an informed decision. Edward Tufte, the guru of information design, points to espn.com Read More …

Improving the interface is probably the most important driver of value creation 

Value is often created by helping more people do more easily. This makes the interface probably the most important creator of value in history. Take a look at personal computing for example – In early stages, only those who understood Read More …