active investment mgmt

Resetting Your Investment Approach

[The past few years have provided us with plenty of world-altering events, horrifically bad news, and massive challenges.

ESG and Impact Investing at War

[The war in Ukraine has affected the ESG/Impact investing community in a number of major ways. First of all, through reduced inflows.

The Anatomy of an Innovation Investing Mindset

[Investing in growth is a fascinating business, especially when focused on the realm of business innovation – new trail-blazing products, new redefining industry services, new next-generation business models, and new democratizing platforms.

Microcap Value Creation Through Constructive Activism

[Most Graham and Dodd value investors tend to search for potential catalysts in depressed stocks that the rest of the market may not be focused on and hope that a catalyst will be recognized, triggered, and come to fruition to propel the compa

An Investment Strategy that Reverse Engineers Its Benchmark

[Beating investment benchmarks have been the bane of active managers’ existence.

Bringing Technology and Personalization to Managed Accounts

[Will the future of investment portfolios increasingly be built, not on mutual funds and ETFs, but on customized managed accounts?

Better Data and Tech for Active Portfolio Managers

[Data is at the core of all decision-making in investment management.

Top Institute for Innovation Development Articles from 2021

Welcome to our best financial services innovation articles and thought leadership discussions that the Institute for Innovation Development (IID) developed throughout 2021.

Socially Responsive Investing – New Innovative Resources & Ongoing Needs

[Innovative technologies and a new variety of resources are empowering ESG goals by enhancing ESG data, processes, frameworks, and governance.

Innovation Investing Using an Evolutionary Lens Approach

[Investors intuitively know we live in an economic environment driven by an accelerating rate of change.

Pages