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Shining a Spotlight on Disruptive Innovation

  • ,  Chief Executive |
  • 26 Jul 2018
  • Updated 15 Oct 2018

Actively Examining Disrupted Sectors: the best white papers

Let's put fintech and regtech in a nutshell, peer at artificial intelligence through the looking glass, and place the retail, automotive, and real estate industries under the microscope. The extent of innovation and disruption in these industries really needs to be highlighted.

Wouldn't it be great if there was a paper - or maybe even a list of papers - on this topic?

spotlight disruptive innovation

Investment Outlook for the Automotive Industry (William Blair, June 2018)
Technological advancements are changing the automotive industry, presenting opportunities for active managers to potentially uncover value through ridesharing, electric vehicles, or enhanced driver-assistance systems.

Disruption: Is commercial real estate ready for change? (TH Real Estate, 2018)
What aspects of the commercial real estate industry have prevented or stalled technological advancement, and why have innovations within this industry taken hold recently?

Artificial Intelligence: It's Not the Future, It's Now (Capital Group, 2018)
(For compliance reasons, this paper is only accessible in certain geographies)
Capital Group looks at the transformative and disruptive nature of the artificial intelligence industry, as well as opportunities that may arise as a result of AI innovations. 

Cybersecurity: turning threats into investment opportunities (Robeco, 2018)
Robeco peers into the world of cybersecurity, recommending a core-satellite approach for investors looking to gain exposure to attractive segments of this industry.

Recycling: investing for a circular economy (Hermes IM, Jul 2018)
(For compliance reasons, this paper is NOT accessible in the USA)
Society is addicted to plastics and the environment is paying the price. What is needed is a paradigm shift in goods consumption and production itself. It is the forefront of this shift that could provide opportunities for investors.

Fintech and Regtech in a Nutshell (CFA Institute Research Foundation, 2018)
CFA Institute Research Foundation describes the evolution of the RegTech and FinTech industries in this detailed report.

The Impact of Shared, Electric, and Autonomous Vehicles (PineBridge, 2018)
Advancements in disruptive technologies are empowering changes in the automotive industry - most notably in shared, electric, and autonomous vehicles.

Next Phase of the Innovator's Journey: State Street 2018 Data & Analytics Survey
86 institutional investors participated in this survey commissioned by State Street on their views about the ways that companies manage data and analytics. 

Asian indices: missing out on innovators and disruptors (Fidelity, Jul 2018)
(For compliance reasons, this paper is only accessible in the UK and Europe)
In order to fully take advantage of the disruptive and innovative capacity of Asian corporations, Fidelity explains that investors need to delve deeper and look beyond broad indices.

Future-Proofing European Retail: Innovation and e-commerce (AEW Europe, 2018)
European retailers are facing stiff competition from online platforms. This report looks at retailer trends and consumer trends, as well as the impact that these trends have had upon capital values.  

FinTech: Disrupting the Equity Market’s Largest Sector (Woodside Capital, 2018)
Woodside Capital Partners describes the FinTech sector and its subsectors, key industry concepts, transaction trends, and key players within the sector. 

Assessing the Impact of Big Tech on Venture Investment (Oliver Wyman, 2018)
In this report, Oliver Wyman uncovers key trends in both technology venture investing and the activities of large technology companies. 

Assessing Value in the Digital Economy (CFA Institute, 2018)
CFA Institute proposes that analytical models need to be adapted to include new valuation practices that are better able to account for the new digital economy.