Disruptive innovation is changing the foundation of our world

At Nikko Asset Management, we believe disruptive innovation is the introduction of a technologically enabled new product or service that permanently changes an industry and people's daily lives.

Our world stands in the midst of a paradigm shift. Technological advancements are happening at a light-speed pace, and new innovations are being thought of everyday. As a global asset management firm, we believe disruptive innovation is the key to investing in the future, and we aim to provide solutions that allow our clients to access these opportunities.

In August 2017, Nikko AM invested a stake in ARK Invest, a company dedicated to capturing long-term outperformance and capital appreciation created by disruptive innovation. Nikko AM Australia is pleased to bring the ARK Invest strategies and capabilities to Australia.

Thought Leadership from the Experts

Who is ARK Invest?

ARK believes innovation is the key to growth

ARK is a leading investment manager focused on disruptive innovation that is changing the way the world works. ARK was formed to capitalize on the opportunities for excess returns created by companies benefiting from technological change. Catherine D. Wood founded ARK in January 2014, after completing 12 years as the Chief Investment Officer of Global Thematic Strategies for AllianceBernstein managing over $5 billion AUM.

Catherine D. Wood ????CIO/CEO

Catherine D. Wood
Founder, CEO/CIO

Cathie registered ARK Investment Management LLC ("ARK") as an investment advisor with the U.S. Securities and Exchange Commission in January 2014.
Speaker at the World Economic Forum (China), Awarded Women in Finance, Outstanding Contribution, 2016.

ARK's Open Research Ecosystem - A different kind of analysis

ARK's Open Research Ecosystem leverages multiple data sources, both internal and external, to produce timely, original analysis.

The center of a patent-pending research process, ARK's virtual collaboration platform allows for an organized exchange of insights and ideas among ARK team members and external thought leaders.

ARK Researchers - Specialists in Innovation

brett winston

Brett Winton
Director of Research

Teamed with Catherine Wood for over 10 years in researching innovation.
iamb Consulting, Principal and Founder
AllianceBernstein, Strategic Research Analyst
RFID Industry, Business Developement

  • james wang
  • James Wang

    University of New South Wales
  • Mobile Devices, Social Media, Machine Learning, Virtual Reality, Semiconductors

  • Yassine Elmandjra
  • Yassine Elmandjra

    University of Pennsylvania
  • Blockchain and Cyrptoassets

  • Tasha Keeney
  • Tasha Keeney

    Boston University
  • Autonomous Vehicles, 3D Printing, Mobility-as-a-Service, Infrustructure Development

  • Sam Korus
  • Sam Korus

    University of Pennsylvania
  • Robotics, Energy Storage, Electric Vehicles, Alternative Energy, Space Exploration

  • George Whitridge
  • George Whitridge

    Brown University
  • Fintech, Lending

  • Simon Barnett
  • Simon Barnett

    Johns Hopkins University
  • Molecular Diagnostics, Next Generation DNA Sequencing, Nano-Biotechnology

  • Max Friedrich
  • Max Friedrich

    University of Heidelberg
  • Fintech, Mobile Payments, Digital Wallets, Venture Capital

Big Ideas 2020

by ARK Invest

Since our founding in 2014, ARK Invest has had one focus: Disruptive Innovation. We define disruptive innovation as the introduction of a technologically enabled new product or service that is going to change the way the world works and make it a better place. Seeking to educate investors and innovation enthusiasts, ARK decided to publish Big Ideas in 2017. This annual presentation showcases a selection of innovations that we believe will accelerate the pace of change. The research presented aims to illustrate how these ideas are transforming the way the world works and delivering outsized growth opportunities across different industries.

Download the PDF

The Future of Transport is Autonomous Mobility-as-a-Service

by Tasha Keeny, ARK Invest Analyst

The future of transport is autonomous Mobility-as-a-Service (MaaS). Spanning from personal MaaS, where autonomous taxi platforms will make point to point travel cheaper, more convenient, and even safer to Logistics-as-a-Service where autonomous electric trucks and drones will deliver goods for a fraction of today's cost. Watch our video to hear ARK Industrial Innovation Analyst, Tasha Keeney, explain more.

How will Personal MaaS be Cheaper and More Convenient?

Autonomous taxi networks should offer ridesharing services at about $0.35 per mile due to much higher utilization rates, this is roughly half of what car owners pay to drive their vehicles today. Thanks to these compelling economics, consumers likely will stop buying personal cars and migrate into the autonomous mobility as a service market.

Read the full article on ARK Invest's website
(The above link will re-direct you to an external website)

Nikko AM Limited

All content on this page is issued in Australia by Nikko AM Limited ABN 99 003 376 252, AFSL 237563 (Nikko AM Australia). Nikko AM Australia is part of the Nikko AM Group. To the extent that any statement in this material constitutes general advice under Australian law, the advice is provided by Nikko AM Australia. ARK Investment Management LLC does not hold an AFS Licence.

Copyright © 2014 - 2020 Nikko AM Limited All rights reserved.