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.

Sponsored Content

Leave a Comment

Aware Super maps AI exposure as it sharpens whole-of-portfolio risk focus

Aware Super maps AI exposure as it sharpens whole-of-portfolio risk focus

Australia’s third-largest pension fund Aware Super is taking stock of its investment exposure to AI and the initial analysis suggests at least 15 per cent of the fund’s assets are exposed to the thematic. In a project deep dive, head of investment strategy Michael Winchester says finding the portfolio's true concentration around AI will require looking beyond simple dollar aggregation.

Sort content by

Accessing the new economy the key to emerging markets growth

Investors need to ensure they are accessing the new economy if they are to benefit from the growth story that drives emerging markets returns. Investors at the Fiduciary Investors Symposium talk about how they allocate to emerging markets.

Venture capital: how it adds value in a diversified portfolio

One of the silver linings of the pandemic has been that location is not a restraint on investment when it comes to investing in venture capital with investors seeing venture opportunities springing up in all corners of the world.

New managers struggle to get ahead via zoom

The interruptions to work and the revolution of technological tools in 2020 have changed thee way investors assess funds managers. A discussion around due diligence in a lockdown environment finds  that allocators have tended to stick with existing relationships through the pandemic making it difficult for managers approaching investors for the first time to form relationships and win mandates.

Sustainable and responsible investing: ABP’s policy for 2020-2025

ABP wants to offer all participants a good pension both now and in the future. A pension they can enjoy in a livable world. That’s why we pay attention to returns, risk, costs and sustainability performance with every investment decision we make.

How does ABP deal with the energy transition

In this position paper we give ABP’s view on the energy transition and show how this is reflected in our investments. This paper focuses on our investments in primary energy producers* and energy suppliers in the utilities sector.

ABP’s Sustainable and Responsible Investment Policy (2020-2025)

ABP wants to offer all our participants a good pension now and in the future – one they can enjoy in a livable world. That is why we carefully consider the return, risk, and cost, as well as the social responsibility and sustainability performance of each investment decision we make.

Previous