51: $550 Billion and 50 Years of Advice: Cambridge Associates' Long Term Approach, With Annachiara Marcandalli
Money Maze Podcast25 Marras 2021

51: $550 Billion and 50 Years of Advice: Cambridge Associates' Long Term Approach, With Annachiara Marcandalli

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn

In an industry where size is often a boast, there are few powerhouses with great credentials and a low profile. Founded in the US in 1973, Cambridge Associates (CA) was established to provide investment research and advice to a group of major US university endowments.

Fifty years later, with over $550 billion of assets under advisement and 11 offices around the world, CA helps its investors customise portfolios.

In this conversation, Annachiara Marcandalli, CA’s European Head of Sustainability and Impact Investing, as well as Partner at the firm, addresses their approach to customising portfolios.

She explains why it’s their belief that successful investing is incremental, not transformational. She discusses their search to identify managers’ economic incentives and alignment, before addressing the style drift, and why value and growth may cease to be relevant terms in the future.

She speaks of the challenge presented by the rush into impact and sustainable investing - separating the “surfers” from the “serious” - and why ESG engagement matters.

Finally she speaks of liquidity around private assets, how they address crypto investing and the dangers of excessive reliance on financial modelling (as opposed to building resilience into portfolio construction).

Jaksot(232)

8: Helen Watson – CEO Rothschild & Co, Wealth Management, UK

8: Helen Watson – CEO Rothschild & Co, Wealth Management, UK

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Helen Watson describes her untypical journey into finance. After attending multiple schools and then being advised to go ...

14 Heinä 202031min

7: Chris Ralph, Chief Strategist, St James's Place Wealth Management

7: Chris Ralph, Chief Strategist, St James's Place Wealth Management

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn As a FTSE 100 company, managing over £100 billion for 750,000 clients, St James Place (SJP) has been a great financial su...

2 Heinä 202043min

6: David Yarrow of David Yarrow Photography

6: David Yarrow of David Yarrow Photography

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Dave Yarrow is considered one of the world’s greatest photographers. 3 former US presidents have his masterpieces adornin...

18 Kesä 202044min

5: Mark Mobius. CEO Mobius Capital Partners

5: Mark Mobius. CEO Mobius Capital Partners

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Mark Mobius, who has been referred to as the Godfather of Emerging Markets, was named as one of the 50 Most Influential P...

9 Kesä 202040min

4: Anthony Dalwood, CEO, Gresham House Plc

4: Anthony Dalwood, CEO, Gresham House Plc

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Tony Dalwood studied Economics and Accounting at Bristol University and then Management and Business at Cambridge, where ...

28 Touko 202032min

3: Sarah Gordon, CEO, Impact Investing Institute

3: Sarah Gordon, CEO, Impact Investing Institute

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Our conversation begins with a glimpse of Sarah’s inspiring journey from finance, to journalism and now to the critical w...

14 Touko 202028min

2: Nick Finegold, CEO, Curation Corporation

2: Nick Finegold, CEO, Curation Corporation

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Nick Finegold describes his journey through the world of finance, first in equity sales, then as the founder of his own b...

21 Huhti 202036min

1: Peter Harrison CEO, Schroders PLC.

1: Peter Harrison CEO, Schroders PLC.

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Peter Harrison, included in Debrett’s 500 most influential people, starts by describing a rebellious youth that led him t...

25 Maalis 202035min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
herrasmieshakkerit
rss-rahamania
ostan-asuntoja-podcast
rss-doulapodi
rss-sami-miettinen-neuvottelija
rahapuhetta
rss-lahtijat
rss-paasipodi
juristipodi
rss-sisalto-kuntoon
inderespodi
pomojen-suusta
yrittaja
rss-uskalla-yrittaa
rss-laakispodi
rss-bisnesta-bebeja