Michael Recce: The goldilocks approach to neuroscience, AI and investing

Apologies for the sound here, this interview was recorded using Skype and occasionally the quality drops.

I chat with Michael, Chief Data Scientist at Neuberger Berman, on using alternative data sets to improve insights into portfolios, deep diving into specific companies and industries and how these sets allow us to look at the world in a richer and more immediate fashion than ever before.

Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activitiy should be undertaken without first seeking qualified and professional advice.

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The Austin advantage: Texas Teachers talks optimism, innovation and growth

The Austin advantage: Texas Teachers talks optimism, innovation and growth

Jase Auby, TRS's celebrated CIO, explains why TPA doesn't fit with its culture; why community push back on data centres could turn out to be an investor advantage, and argues the case for continuing to invest in fossil fuels. Top1000funds.com sat down with the CIO in his Austin office for an all-encompassing conversation.

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West Virginia CIO fears anti-ESG politics threaten fiduciary independence

Like many other US pension funds, West Virginia Investment Management Board’s (IMB) proxy vote has been a lightning rod for anti-ESG sentiment. CEO/CIO, Craig Slaughter explains why he fears recent legislative changes could herald the beginning of a threat to the fund's fiduciary independence.

Reversal of investment themes demands investors change their assumptions

Investors are currently facing the end of uncertainty around assumptions they have made for decades, and need to shore up their portfolios with greater inflation protection, more active management, and by fostering innovation, according to chief strategist at the Investment Management Corporation of Ontario.

Why Asia is the future

In the midst of the great power rivalry between the US and China, “we need to carve out a future that works well for all of us” says National University of Singapore’s Danny Quah, in a talk examining the global economy and the role of Asia. Listen here.

Why comply with the CFA Institute global ESG disclosure standards

Paul Andrews, managing director for research, advocacy, and standards at CFA Institute, outlines why market participants should embrace the Global ESG Disclosure Standards for Investment Products.

PGGM’s private equity priorities: Impact, Paris-alignment and co-investment

After four years as CIO at ABP, Diane Griffioen has joined PGGM as head of private equity where her focus is on driving Paris-alignment, impact and co-investment across the €23 billion portfolio.

Turmoil at Alecta as CEO fired and equity revamp promised

Alecta, Sweden’s biggest pension fund with $110 billion of assets under management, has fired its chief executive Magnus Billing following nearly $2 billion of losses incurred from last month’s US banking crisis. The pension fund is also beginning an enquiry into how it manages equity.

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