Investment decision makers need to adapt their own behavior in response to adaptive markets, but tend to avoid it. Change and related challenges like knowledge management are widely researched in the general management literature.
For the asset management industry instead, it can be considered an under-researched knowledge frontier (Epstein, 2015). The complexity of the task to induce and manifest individual and organizational change has proven to be non-trivial in any field. Citing the doyens of learning organizations, Harvard professors Robert Kegan and Lisa Lahey: “We all know there is a big gulf between insight and the ability to act upon it.”
In short, the Asset Management industry widely ignores Knowledge Management in academia and praxis (Stanford University, 2015). We regularly ask the investment management deciders/investment committees how they learn. Silence is the most frequent response. Silence is no longer good enough.
Participants will learn how knowledge management can be applied in professional investment teams, simulating a test of the lessons learned at their own teams.
- family office
- wealth managers
- private/regional banks
MORNING / SESSION ONE / 90MIN
INTRODUCTION TO KNOWLEDGE MANAGEMENT (KM) IN TEAMS
- How do individuals learn?
- What is a learning organization?
- What is cognitive diversity in teams?
- Intuition versus Instincts
- Superstar Managers versus Process Primacy
MORNING / SESSION TWO / 90MIN
KNOWLEDGE MANAGEMENT IN ACTION
- KM lessons learned from other industries
- Incentive systems matter
- Team culture versus organizational culture
Common mistakes in knowledge management
BEST PRACTICE: EXAMPLES OF EFFECTIVE KNOWLEDGE MANAGEMENT TECHNIQUES
AFTERNOON / SESSION ONE / 90MIN
Participants will study their own investment teams/committees and explore how to optimize it by applying previously introduced techniques and lessons learned
INTROSPECTIVE CASES: KNOWLEDGE MANAGEMENT OPTIMIZATION
AFTERNOON / SESSION TWO / 90MIN
REVIEW YOUR FINDINGS
Moderated by the lecturer, participant share their findings and reflect together on eventual further improvements of their own or other findings.
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