Re-imagining investment services
Change is coming.
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Download our new white paper!
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Technology is reducing most of the operational and distributional costs of investing just as it is doing in nearly every other industry. At the same time, many investors are becoming increasingly intolerant of paying more than the demonstrated value for any service. Together, these changes promise to reshape the landscape of investment services.
When it comes to searching for better solutions, Areté has always stood out as a leader in an industry that has been notoriously slow to change. Personally, I have never been able to resign myself to passively sitting on the sidelines when I can clearly see opportunities to improve.
As a result, many of my efforts with Areté have involved identifying industry norms and practices that don’t serve customers well -- and working to correct them. Sometimes the path to improvement is fairly straightforward but at other times the path involves envisioning new ways to do things. Regardless, this exercise has been fairly easy; I have simply applied the same research skills I use to study companies to the investment industry itself. In doing so, I have always been sure to share my findings on the Areté website.
Now, I have taken this work yet a step further by connecting the individual insights together in a white paper that illustrates a constructive way forward for the industry (to see how Areté has incorporated these insights into its investment approach and business design, see pp 7-9 of the white paper). This is intended partly to increase awareness among frustrated investors of efforts to improve the industry from within, and partly to highlight the potential for changes on the horizon. Importantly, these ideas are also timely; investors are being forced to bear more responsibility for their investment activities just as prospective returns from risk assets are eroding.
While I believe this work is a useful step towards re-imagining the investment industry as one of higher integrity that better serves its customers, the work of improving is never done. As a result, I am constantly searching for ways to get better so if you have any questions, comments, or feedback I’d love to hear them!
Thanks!
David Robertson, CFA
CEO, Founder
Areté Asset Management
When it comes to searching for better solutions, Areté has always stood out as a leader in an industry that has been notoriously slow to change. Personally, I have never been able to resign myself to passively sitting on the sidelines when I can clearly see opportunities to improve.
As a result, many of my efforts with Areté have involved identifying industry norms and practices that don’t serve customers well -- and working to correct them. Sometimes the path to improvement is fairly straightforward but at other times the path involves envisioning new ways to do things. Regardless, this exercise has been fairly easy; I have simply applied the same research skills I use to study companies to the investment industry itself. In doing so, I have always been sure to share my findings on the Areté website.
Now, I have taken this work yet a step further by connecting the individual insights together in a white paper that illustrates a constructive way forward for the industry (to see how Areté has incorporated these insights into its investment approach and business design, see pp 7-9 of the white paper). This is intended partly to increase awareness among frustrated investors of efforts to improve the industry from within, and partly to highlight the potential for changes on the horizon. Importantly, these ideas are also timely; investors are being forced to bear more responsibility for their investment activities just as prospective returns from risk assets are eroding.
While I believe this work is a useful step towards re-imagining the investment industry as one of higher integrity that better serves its customers, the work of improving is never done. As a result, I am constantly searching for ways to get better so if you have any questions, comments, or feedback I’d love to hear them!
Thanks!
David Robertson, CFA
CEO, Founder
Areté Asset Management