Technology in Investing
The discussion highlights the nuanced role of technology at the allocator level, emphasizing its impact on information efficiency rather than direct investment decisions. As data becomes more accessible, allocators are exploring data-driven approaches to evaluate managers, yet the industry remains largely people-driven. Additionally, the evolution of portfolio construction is noted, where the blend of art and science is increasingly shaping how managers optimize their strategies in a competitive landscape.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Ted with Patrick O'Shaughnessy – Lessons from the World’s Elite Money Managers (Capital Allocators, EP.184)
Related Questions
How important is data in creating alpha in investing?
How important is data in creating alpha in investing, as discussed in the episode \[REPLAY] Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)?
How important is data in creating alpha in investing, as discussed in the episode \[REPLAY] Michael Mauboussoin – Who’s on the Other Side (Capital Allocators, EP.99) and the clip Understanding Investment Edge?