Video

Riffs Ep 4 – What Do Hedge Fund Managers Spend on Technology?

Set aside some time to watch Alphacution Riffs Ep 4 wherein we walk through the foundational hypothesis; key highlights; an extraordinary case study involving Citadel, Millennium Management, Point72 and Vanguard (teaser); and, the strategy behind the release of our latest - and, most impactful - study to date, "The Context Machine: Estimating Asset Manager Technology Spending" (April 2018). And, for those of you with a slightly longer attention span, stick around for another "public service announcement" at the end of this one (starting around 11:17) - as we did in the Director's Cut for  Ep 3 - Proprietary Trading, Extreme Automation. The urge to provide value to the human capital component (i.e. - you, me, and everyone in our audience and beyond) - which is actually coming to life as a direct result of our technology focus - seems to be gaining momentum... Enjoy... And, as always, if you value this work: Like it, share it, comment on it - or discuss amongst yourselves -  and then send us feedback@alphacution.com. [...]

By | 2018-04-18T00:22:11+00:00 April 17th, 2018|Alphacution Feed, Video|

Alphacution Riffs Ep 3 – Proprietary Trading, Extreme Automation

This episode of Riffs represents a case study on proprietary trading (including market-making and high-frequency trading) - using our ongoing analysis of Virtu Financial, including its recent acquisition of KCG Holdings. Here, we begin to frame our broader research on what asset managers - including hedge funds - spend on technology as well as the migration of automation along the entire strategy spectrum. More details about the publication of Alphacution's asset manager technology spending study - "The Context Machine" - coming up in Episode 4. Enjoy... Director's Cut with "Public Service Announcement":  

By | 2018-04-21T15:08:14+00:00 April 11th, 2018|Alphacution Feed, Video|

Alphacution Riffs Ep 2 – Measuring the Pace of Automation

Episode 2 of our new video series, Alphacution Riffs, picks up where Episode 1 left off - and begins to describe our research mission, modeling methodology and research workflow. We also begin to lay the foundation for our "T-Greeks" benchmarking framework that focuses on measuring and comparing "return on technology" (RoT) - otherwise known as "technical leverage" - for banks and asset managers. Here, we describe how much of our core research effort is currently built on the basis of just 3 simple data points collected for a model library that currently represents 200 large banks, asset managers, hedge funds, and even certain proprietary trading groups, among others - more than 250+ FSI-related companies in all - and how each of those models covers several years, with many of our core models beginning in 2005. With these 3 data points and our 360-degree modeling strategy, we can move beyond the benefits of various market-sizing exercises to more impactful benchmarking exercises. This tutorial is important for our clients and broader network [...]

By | 2018-04-21T15:09:00+00:00 March 28th, 2018|Alphacution Feed, Video|

Alphacution Riffs Ep 1 – Technology Strategy is Business Strategy

Alphacution is proud to launch its video series, Alphacution Riffs.  Not only bringing our clients new levels of intelligence - by quantifying and modeling and benchmarking the critical interplay between technology capital and human capital - for their digital transformations, we are "eating at our own kitchen" by leveraging tools and methods of the era to help make our research - and seemingly complex topics - much easier to understand. The digital media landscape is a jungle - and we are not trying to compete in a popularity contest. However, in order to be successful, we do need to consistently identify our best audience and then consistently grab a slice of their attention. Therefore, if you find the visual interpretation of what we are doing with traditionally dry and sometimes in-the-weeds research - like the website stylings and now the video series with its combined Rock n' Roll and Silicon Valley sensibility - to be a bit different, please know that it is entirely on purpose. Sure, it would be [...]

By | 2018-04-21T15:10:30+00:00 March 14th, 2018|Alphacution Feed, Video|