The Technologized Investor: Innovation through Reorientation

An essential guide for finance managers to leverage advanced technology in long-term investing.

Institutional Investors underpin our capitalist world, and could play a major role in addressing some of the greatest challenges to society such as climate change, the ballooning wealth gap, declining infrastructure, aging populations, and the need for stable funding for the sciences and arts. Advanced technology can help institutional Investors deliver the funds needed to tackle these grave challenges. The Technologized Investor is a practical guide showing how institutional Investors can gain the capabilities for deep innovation by reorienting their strategies and organizations around advanced technology. It dissects why technology has historically failed institutional Investors and recommends realistic changes that they can make to unlock technological superpowers. Grounded in the actual experiences of institutional Investors from around the globe, it's a unique reference manual for practitioners on how to reboot their organizations for long-term performance. The book walks readers through many detailed frameworks for analyzing how well new technologies fit with their organization's goals and resources, as well as how to make the organization itself more robust to technological change. It also envisions the ways that the durable empowerment of institutional Investors enables them to achieve their long-term objectives. Based on first-hand empirical analysis, the book will help institutional Investors to rethink their perspectives on the role of technology in their organizations, and the future possibilities it can unlock.

Ashby H.B. Monk is Executive Director and Research Director of the Global Projects Center at Stanford University. He is the co-author of Reframing Finance: New Models of Long-Term Investment Management (Stanford, 2017). His writing has appeared in the Economist, the New York Times, the Wall Street Journal, the Financial Times, Institutional Investor, Reuters, and Forbes. Dane Rook is Research Engineer at Stanford University.