Capital Allocators – Inside the Institutional Investment Industry

Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)

May 1, 2023

In this engaging discussion, Ashby Monk, the Executive & Research Director of the Stanford Research Initiative on Long-Term Investing, dives deep into the concept of 'Investor Identity' and its pivotal role in investment returns. He explores how technology can enhance decision-making, especially in the realms of ESG investing. Monk also critiques traditional models of risk assessment, emphasizing a more nuanced understanding of investment drawdowns. Additionally, he shares insights on blending culture with technology to navigate the evolving investment landscape.

59:52

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Episode guests

Ashby Monk

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Episode notes

Intro

5min

Navigating Investment Identity and Technology

22min

Culture Meets Technology in Investment

15min

Harnessing Collective Strength in Investment Platforms

2min

Rethinking ESG Ratings

7min

Navigating Investment Submergence

6min

Leveraging Technology for Investment Efficiency

2min

Navigating Challenges: Reflections on Fear and Resilience

2min

Dr. Ashby Monk is the Executive & Research Director of the Stanford Research Initiative on Long-Term Investing. Ashby has studied and advised the largest asset owners in the world for more than twenty years with a particular interest in how to improve outcomes for their beneficiaries and the world. Ash also serves as the Head of Research at Addepar, a fintech company that helps investors make smarter decisions. He has twice appeared on the show – as the 29th guest back in 2017 and again two years ago – and those conversations are replayed in the feed.

Our conversation starts with a recent paper Ashby published called Investor Identity: The Ultimate Driver of Returns. We discuss the descriptors of identity and enabling factors that determine each investor’s fingerprint. From there, we dive into technology as an enabler and how technological innovation can improve returns. We then turn to ESG investing and another of Ashby’s recent papers, Submergence = Drawdown + Recovery, that discusses the importance of considering the combined drawdown and recovery period in making investment decisions.

For full show notes, visit the episode webpage here.

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