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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New Jersey’s $85 billion fund stockpiles cash, eyes PE secondaries

New Jersey’s $85 billion fund stockpiles cash, eyes PE secondaries

An underweight position across private markets, predicated on a view that geopolitics and inflation mean interest rates are not coming down any time soon, has positioned the New Jersey Division of Investment with plenty of dry powder and a cash position four times the policy allocation. It is now readying for opportunities in private equity secondaries and with emerging managers. Chief investment officer Shoaib Khan spoke to Top1000funds.com.

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The importance of engagement

In this episode Amanda White talks with engagement specialist at Robeco, Peter van der Werf, about the importance of engagement; what good engagement looks like; and what financially material sustainability themes are important right now.

Canadians more complex than first glance

The Canadian model, revered world over for its supreme pension management, is not low cost despite that being one of its oft-described traits. New research by CEM Benchmarking and McGill University shows that these funds are cost efficient, rather than being low cost. Their aim is to be high net performers, not low cost.

Engagement and divestment: a mighty team

The empirical results of academic studies indicate that both engagement and divestment approaches can be effective in achieving desired ESG outcomes. So, far from being mutually exclusive, both engagement and divestment are mutually reinforcing.

Looking forward with the PRI

In conversation with Fiona Reynolds, chief executive of the PRI, this episode looks specifically at some of the activities of the PRI and its engagement with stakeholders around COVID-19, their ESG priorities and what a sustainable recovery looks like.

Much more change to come

Amanda White looks back at the past six months, how investors have reacted and what change is yet to come.

Sustainability Digital 2020 program

Click here to view the full program and timings for Sustainability Digital 2020.

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