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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Border to Coast hunts strategic partners as private markets set to surge

Border to Coast hunts strategic partners as private markets set to surge

The UK’s LGPS pool, £120 billion ($161 billion) Border to Coast, is hunting for strategic relationships with asset managers and global asset owners as it prepares to invest £40 billion in private markets. Chief executive Rachel Elwell speaks to Top1000funds.com about the fund's approach to finding long-term partnerships in the market.

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Politics matter

In exercising fiduciary duty, it is not the origin of long-term value drivers that matters, but their financial materiality, and that includes ESG says Will Martindale, head of policy at PRI.

Setting the sustainability agenda

Fiona Reynolds, managing director of PRI, on her view of COP22, what Trump means for sustainable investing, and the role of China in green finance.

Measuring long-horizon investing

Asset owners should insist “long-horizon” managers have a portfolio monitoring process at the outset of the mandate leading to better relationships and ultimately portfolio performance.

New investment culture embraces ESG

Investors are intentionally pursuing strategies that tie portfolio-level decision-making to systems level risks but they need more support in identifying opportunities for collective action.

ILPA template adoption rate grows

ILPAs private equity fee template has gathered momentum, with some funds like New York State Common Fund making fee disclosure via the template a condition of investment in all new PE investments

Finding the stories in economics

Nobel Prize winner and Sterling Professor of Economics at Yale University Robert Shiller addressed the Fiduciary Investors Symposium recently. This is an excerpt of his speech.

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