On a monitor across from my desk, two screens share constantly updating market news from earnings reports to headlines. On my phone, Twitter flashes the latest evaluations and thoughts from, well, thought-leaders. Bloomberg provides analytics, data and even more financial news. The flow of information is good and valuable. Everyone can access this information. It’s a far cry from years ago, when we had to wait to receive faxes of earnings reports. Now financial information is certainly becoming more “democratized”. But these volumes of information are a challenge for individuals to process, even if those individuals are professionals.
At Carnegie, the word “counsel” in our name speaks to the expertise we bring to investment management. But how does the Carnegie approach work in practice? How do we synthesize information together as a team to help portfolio managers digest it and make decisions for our clients’ portfolios?
