"Navigating between Risk and Return"



The process of knowing implies the perpetual choice between
the secure return on an evolutionary body of knowledge
and the risk of a revolutionary breakthrough.

Sustainability in enterprise is viewed as extending beyond synonymity with environmental awareness and social responsibility and as ultimately revolving around:

  • sustainable profit of a quality extending beyond optimal effectiveness in terms of sales revenue or bare productivity and efficiency construed solely as cost-effectiveness
  • sustainable innovation borne by a culture of perpetual adaptivity focused on intelligent, flexible operation under strategic and tactical (r)evolutionary opportunities and threats
  • sustainable finance engendering an integrity-seeking investment market within which ROI is regarded on the long term and as a means relative to a holistic end
Characteristic aspects of this vision include:
  • valuation models leveraging intangible assets, specifically intellectual capital within knowledge-based economy
  • the fundamental relationship between financial capital and human capital (specifically in the generation of intellectual capital), between business and society with respect to corporate social responsibility, and between business and physical environment in ecology
  • transparency and accountability in open innovation and open-source software development and the implicit strategic interdependency between competition and cooperation
  • knowledge and technology transfer in stimulating the socio-economic phenomenon of innovation as heralding in an ecosystem in which the knowledge-value chain and the supply chain merge
  • the impact of digital social media in (re)shaping relations among management, (prospective) employees, (potential) customers, (potential) suppliers, shareholders, potential investors, colleague entrepreneurs, government, the general public and other stakeholders or interested parties
  • the role, responsibility and facilitation of the knowledge worker and the workplace in engaging in knowledge-driven innovation
Emphasis is placed on operational risk management in creating, assetizing, using, administrating, divesting, classifying, assessing, integrating and diversifying intellectual assets within innovative enterprise with respect to:
  • basic research, development and use of (emerging) modeling, simulation and analytic methodology, specifically within computational linguistics, logic and intelligence
  • applied research, development and operation of (emerging) technology within an agile, integrated lifecycle incorporating quality assurance, specifically system-design CASE tools, intelligent virtual agents, augmented-reality gaming, Web semantics, and data mining and data warehousing
  • use case-based, domain-specific application to business intelligence implemented horizontally across the adaptive enterprise and vertically within financial engineering, including management of operational risk inherent in market/liquidity, credit and investor risk management (as well as in operational risk management itself)
STALEMATE is committed to advancing the delineated perspective through:

* Strategic Studies

STALEMATE strategic studies concentrate on a broad array of issues relating to the socio-cultural impact of knowledge-based economics and emerging technology:

  • philosophical etymology of "teleology" tracing purposiveness from ancient metaphysics to modern cybernetics
  • anthropology of rationalized society and technology: artifact/machine/technology as human extension; the mind-body dichotomy in light of virtual reality as extracorporealized mind; ubiquitous human and machine interaction under persistent change and adaptivity; ethics, freedom and responsibility
  • epistemology, scientific taxonomy and the scientific paradigm in the face of systems theory, software engineering, artificial intelligence, virtual reality, the Semantic Web and the Metaverse
  • knowledge and technology transfer as dialogue between scientific research and social innovation within knowledge-intensive enterprise; valuation of intangible assets, specifically intellectual capital such as methods and software, relative to human capital; knowledge intensification at the workplace within innovative collaboration enhanced by ubiquitous computing stemming from pervasive user interfacing, nanotechnology and advanced distributed systems; implications for the concept and tenets of sustainable entrepreneurship
  • convergence of aspects of virtual reality, such as immersion, reality augmentation, teleportation, mind-machine interfacing and ubiquity, with parapsychological phenomena, specifically ESP (clairvoyance, telepathy, psychokinesis and precognition), psychic healing and out-of-body experience

* Knowledge-based System Design Environment

The STALEMATE KBSDE CASE tool for agile, simulation-directed, virtual agent-assisted, model-driven system development for distributed, collaborative, augmented-reality gaming is based on:

  • user interfacing through agent-based, multi-media/-sensory, virtual intelligence and simulation
  • UML-compatible, logical design-language parsing/recognition
  • theorem-proving deductive inference within a hybrid computational logic/intelligence framework
  • extension of stochastic analytical toolkit as relating to data-mining methodology, fuzzy logic, neural networks and biomimetic/evolutionary computing
  • design pattern-/template-oriented, backend business-intelligence application generation toward logic-programming, knowledge-base and ontological Web semantics language, procedural language (C/C++ and Java), SQL, XML and design-automation environments
  • tool system interfacing via the TCP/IP stack and Service-Oriented Architecture
  • tool implementation as (class) libraries, virtual machines/engines, dedicated VLSI processors and Web services

* KDD Lab

The STALEMATE Knowledge Discovery and Data Mining Lab provides a facility for decision-support applications integrated within the business-intelligence layer of the Linux data-center concept:

  • integrated application to knowledge-based modeling and simulation, Web-oriented data mining and data warehouse/datamart administration
  • horizontal processing within finance, purchasing, marketing, human resourcing and IT departments
  • vertical processing within primary, secondary and tertiary sectoral supply chains
  • application system interfacing via OSI with implementation through middleware virtualization, SOA/SaaS, Semantic Web 3.0+, augmented reality, mobile and pervasively distributed systems, massive parallelism of clusters and grids, SoCs and nanotechnology
Use-case application to asset management and investment banking proceeds from a globalized geopolitical, trans-sectoral, cross-asset, governance-compliant, enterprise-oriented, investment-market model while supporting decisions within:

  • Strategic planning
    • asset/liability and profit/loss budgeting with risk profiling
    • corporate finance structure and investment financing
    • asset allocation diversified across fixed income, forex, equity, credit, commodities, real estate, hybrids and derivatives with portfolio planning and performance prediction
  • Tactical operation
    • sell-side liability risk management including productizing through financial engineering
    • buy-side asset risk management and fundamental/technical analysis for portfolio management including investment selection through high-frequency and artificial agent-mediated trading