Uncertainty,
given form.
Strategic Advice for investment leaders and their firms
Capital is more selective as expectations are rising and AI is changing how investment work gets done. Across investment management, private equity and wealth, firms now face the same question: what does our judgement add, and where should it sit? The challenge is not just strategic; it is also human. Only 10% of AI transformation effort goes to algorithms and 20% to technology and data; 70% has to be directed to people and processes to achieve the desired outcome.¹ As an investor who has led a firm through change, I connect these elements to get the desired result.
ABOUT REBECCA LEWIS
I'm Rebecca Lewis. For a decade I ran a USD 5.5bn emerging markets equity investment firm. Across more than 100 investment research trips, I invested in some of the best listed consumer businesses in emerging markets. As Co-CEO, I led the firm’s AI build into research, lifting analyst productivity by 25%. Now I help other firms make the same change, with their judgement intact.
“The most consequential variable in any decision isn’t the data. It’s the person holding it.”
“The most consequential variable in any decision isn’t the data. It’s the person holding it.”
01
For Leaders
A senior sounding board for CEOs, CIOs and senior leaders on strategy, change and the calls only you can make.
02
For Investment Teams
Challenge the thesis. Sessions that test conviction, surface blind spots and sharpen how your team decides - using the best of AI where it helps.
03
For Firms
Strategy and change done with you, not to you - your investment process, your people, and the story you tell allocators.
THINKING
Ideas for a
more complex world.
On judgement, conviction, uncertainty and the people behind investment decisions.
