Culture is pivotal because it plays a key role in determining how firms make decisions to achieve their business objectives. Culture is at the heart of competitive advantage today; this is particularly the case for investment firms where people and their judgments are the chief assets. A firm’s culture creates the context and incentive structure to support an investment process based on a longer time horizon, a collaborative team approach that can integrate diverse insights and robust risk management. Culture also underpins business decisions, including talent management, strategy and capacity management. A strong culture in investment management firms is a requirement for sustainable alpha-generation.
July 11-12, 2017, New York City IN|VEST 2017: INNOVATIONS IN INVESTING, SAVING AND ADVICE:Wealth management is increasingly technology driven—with new user interfaces, account aggregation, artificial intelligence and regulatory changes driving progress for those at the leading edge.In|Vest brings together technology and strategy executives from across the entire wealth management community to explore the digitalization of the wealth management market.