Become a member and subscribe Login

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

Khanh Vo

October 31, 2019

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

More from this fund

Texas ERS reallocates to managers to help navigate concentrated equity market

Sarah Rundell

August 10, 2026

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

Sarah Rundell

August 06, 2026

China in ‘very precarious’ position as debt strains investment-led growth model

Darcy Song

August 06, 2026

Michael Pettis on China’s overinvestment paradox, and the Japan-style reckoning still to come

Darcy Song

August 04, 2026

Texas ERS reallocates to managers to help navigate concentrated equity market

Texas ERS reallocates to managers to help navigate concentrated equity market

Texas ERS' CIO David Veal says the fund is re-allocating around a quarter of its public equity portfolio to external managers, away from the internal team. ERS plans to upsize with existing fundamental mandates but also allocate to new incremental relationships with diversifying strategies.

Sarah Rundell

August 10, 2026

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

Sarah Rundell

August 06, 2026

China in ‘very precarious’ position as debt strains investment-led growth model

Darcy Song

August 06, 2026

Michael Pettis on China’s overinvestment paradox, and the Japan-style reckoning still to come

Darcy Song

August 04, 2026

GPIF puts passive managers at the forefront of corporate stewardship

Darcy Song

August 04, 2026

Sort content by

Asset owners step up battle against climate change

Spurred on by its vocal student body and a rich ESG precedent it’s no surprise that the $91 billion University of California is leading on climate change investment. “We thought about our beliefs and realised that climate change matters because it will impact our investments over the long term. We can’t afford to sit idly

Sarah Rundell

September 11, 2015

How to sell the ESG message: follow human behaviour

“How can we entice savers to look at how much is in their pension pot? How can we make pensions more dynamic and interesting to our beneficiaries?” asks Jennifer Anderson, responsible investment officer, The Pensions Trust, the £7 billion scheme which manages pensions for the UK’s charitable sector. The problem under discussion at the UN-backed PRI

Sarah Rundell

September 11, 2015

Elroy Dimson: The motives behind responsible investment

There are three primary motives for investors to act responsibly, argues Elroy Dimson, chairman of the Newton Centre for Endowment Asset Management, Cambridge Judge Business School and Emeritus Professor of Finance at the London Business School, speaking on the first day of the UN-supported PRI in Person conference at London’s ICC, ExCel conference centre. The first is complicity,

Sarah Rundell

September 09, 2015

The macro-economic outlook: ESG needed to navigate uncertainty

“It is in our interests to analyse ESG risk,” argued Douglas Hodge, chief executive of PIMCO in his opening address at PRI in Person, the UN-supported international network of investors working to put the six Principles for Responsible Investment into practice. Hodge set the scene for the three day conference, where delegates gathered at the

Sarah Rundell

September 09, 2015

Robeco: Expected returns 2016-2020

What returns can investors expect over the next five years? Equities remain our preferred asset class for the next five years, as we predict they will earn 5.5% annually for investors on the back of global growth. Government bonds however may see negative returns as rates begin to rise. These are the core predictions of

Haki Crisden

September 08, 2015

Frozen by the entanglement of risk

Equity prices in continental Europe and emerging markets, including China, are below fair value, and present an opportunity for investors, but the ‘entanglement of risk’ in current markets is making Brian Singer, partner and head of dynamical allocation strategies team, William Blair cautious. William Blair typically targets around 10 per cent volatility in its portfolios,

Amanda White

September 04, 2015

Previous
Load more

Fiduciary Investors Podcast Series

Listen to Podcast

Subscribe now to

Become a member and subscribe

Join Now
Our partners

Top1000funds.com is the market leading news and analysis site for the world’s largest institutional investors. It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing.

The publication pushes the industry to question whether status quo processes and behaviours to tackle risks and opportunities will be sufficient in the future, and actively campaigns for diversity, sustainability, transparency, innovation and better alignment of fees in the investment industry.

Top1000funds.com is read by investment professionals in more than 40 countries.

Privacy Policy | Terms of Service | Cookie Policy | AI Editorial Policy