#023: Systemic Shifts: Rethinking Risk in Investment Strategies

#023: Systemic Shifts: Rethinking Risk in Investment Strategies

In this episode, Joy Anderson and Teresa Wells discuss systemic risk in finance and the need for different choices to address it. They explore the evolving understanding of risk in investment decisions, the short-termism of financial decision-making, and the challenges with benchmarking. They also emphasize the importance of better data to identify systemic risks and the role of indexes in driving investment decisions. The conversation concludes with a discussion on representation versus equity in leadership, and using retention as a metric for companies that are good for women and diverse gender identities.

Episode Highlights

  • 00:00 - Introduction
  • 03:49 - Systemic Risk in Finance
  • 06:12 - Short-Termism in Financial Decision-Making
  • 08:04 - Challenges with Benchmarking
  • 10:00 - Long-Term Investing and Valuation
  • 14:22 - Data and Systemic Risks
  • 22:20 - Using Data to Drive Investment Decisions
  • 26:27 - Organizational Systems Change
  • 29:58 - Retention as a metric and leadership
  • 33:44 - Conclusion

Relevant Links


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Episoder(86)

#85: Changing Your Frame Not Your Mind: Ensuring Your Actions Follow What You See

#85: Changing Your Frame Not Your Mind: Ensuring Your Actions Follow What You See

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#84: Narratives, Local, and the Stories That Shape Finance

#84: Narratives, Local, and the Stories That Shape Finance

What stories shape what we believe is possible in finance? In this episode, Joy Anderson sits down with Joanna Levitt Cea, Founder and Principal of Valiente Capital Design and co-lead of the Beloved E...

30 Jul 48min

#83: Trust as Infrastructure: Trade Lenda and the Power of Informal Markets

#83: Trust as Infrastructure: Trade Lenda and the Power of Informal Markets

What happens when finance starts with trust instead of control? In this conversation, Joy Anderson and Adeshina Adewumi explore how Trade Lenda has built financial infrastructure around the realities ...

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#82: How Staying in Paradox Can Sustain Hope and Drive Systemic Change

#82: How Staying in Paradox Can Sustain Hope and Drive Systemic Change

In this episode, Joy Anderson responds to some listener questions, naming six paradoxes she encounters when working to shift financial systems toward gender justice and social change. Joy frames parad...

2 Jul 36min

#81: AI at the Door: Grace, Hospitality, and Who We Talk To

#81: AI at the Door: Grace, Hospitality, and Who We Talk To

In this episode of the Criterion Institute Podcast, Joy reflects on a recent conversation with her brother, philosopher Joel Anderson, about how AI is changing the way we work. While AI can function l...

18 Jun 18min

#80: What Are You Willing to See? Disruption, Fault Lines, and the Moments That Matter

#80: What Are You Willing to See? Disruption, Fault Lines, and the Moments That Matter

In this episode, Joy Anderson reframes one of the most common narratives in moments of crisis: instead of asking how to stabilize and return to normal, she asks what disruption makes visible. Building...

4 Jun 33min

#79: From Invitation to Trust: Rethinking Relationships in Finance

#79: From Invitation to Trust: Rethinking Relationships in Finance

In this episode, Joy Anderson reflects on invitation as a foundational practice for leadership, collaboration, and systems change. Moving beyond calendar invites, she reframes invitation as a form of ...

21 Mai 24min

#78: Intermediation Is Not Overhead

#78: Intermediation Is Not Overhead

In this episode, Joy Anderson reflects on a renewed wave of conversations around innovative finance following recent funding disruptions across the feminist movement, particularly in the context of di...

7 Mai 25min

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