The Investment EcosystemTM

The Investment EcosystemTM is a series of publications and services that address major issues facing asset owners and the investment organizations that are charged with helping them meet their needs.

As suggested by the word "ecosystem," the investment world is a complex, adaptive system (although a heavily regulated one). Therefore, analysis of the ecosystem as it is and guidance on adaptation to it are key elements of the publications and services that are provided.

Letters to a Young Analyst focuses on the challenges faced by investment professionals as they learn to navigate the ecosystem.

Upcoming publications will include "field guides" for different kinds of organizations trying to understand the changing ecosystem, including asset managers, institutional asset owners, and investment advisory firms.

For notifications of publications as they are released and other developments, please sign up below.  Thank you for your interest.

Tom Brakke, CFA

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