Lucy Walker: Fund Research Is Broken

In this episode of The Blunt Dollar, I sit down with Lucy Walker, fintech founder, former fund researcher, and boardroom powerhouse, for a deep dive into the future of fund research and distribution. Lucy shares the story behind building AM Insights, a sleek mobile-first platform born out of frustration with clunky legacy systems. We talk entrepreneurship, sales effectiveness, and the community she built almost by accident, that’s now 400 plus women strong.🔹 From managing £1B to founding AM Insights: why Lucy left institutional comfort for startup chaos🔹 The painful inefficiencies of traditional fund research tools and what AM Insights is doing differently🔹 What makes a great fund salesperson today (hint: it’s not a long deck or a bottle of red)🔹 How personalization and AI are transforming how fund selectors work🔹 Building “Women in Distribution”: How a single LinkedIn post sparked a thriving community of women in financeIf you’re into fintech innovation, fund selection, and honest career pivots in asset management, this one’s for you.Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations.New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/Enjoy the episode!Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.