It’s the holiday season, when things both speed up (with family commitments, travel, etc.) and slow down (business activity). To celebrate, here is something completely different from the normal Fortnightly. (We’ll be back to regular programming in January. In the meantime, check out our new Bluesky account for interesting things to read.)| The Investment Ecosystem
The most recent posting on the site deals with a common question these days: whether to have a meeting virtually or in person. The question applies across investment roles, although in this case it addresses the due diligence of asset managers. Regarding onsite visits:| The Investment Ecosystem
Expected Value, Fessing Up, Highly Engineered Profits, and the Natural Language of Finance | investmentecosystem.com
Thursday is Thanksgiving Day in the United States, making it a perfect time to thank you for reading and for passing along our material to others. We truly appreciate it.| The Investment Ecosystem
AI this, AI that. You can’t get away from it.| The Investment Ecosystem
The most recent essay on the site deals with an important question for institutional asset owners (and other investors too). It is titled “Does it Matter (How the Money is Made)?”| The Investment Ecosystem
The next essay to be published will be “Does it Matter (How the Money is Made)?” It will delve into questions about whether and how asset owners should consider the business models and practices behind the returns that they receive — or just focus on maximizing those returns.| The Investment Ecosystem
The most recent essay published on the site was “Finding the Right Speed,” which dealt with a problem that doesn’t get much attention. At what pace should an investment decision get made? The answer could vary from nanoseconds to years depending on the type of decision; the key is to design an approach that fits best with the circumstances, but it is easy to be pushed into being too fast or too slow.| The Investment Ecosystem
One specialty of The Investment Ecosystem is due diligence and manager selection. A short PDF provides a summary of some resources we offer if that’s an area of interest for you.| The Investment Ecosystem