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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CPP, NBIM CEOs swap notes on leading through teams, not bureaucracy

CPP, NBIM CEOs swap notes on leading through teams, not bureaucracy

In a high-level exchange between two of the world's largest and most sophisticated asset owners, CPP Investments’ chief executive John Graham shared a leadership lesson with Norges Bank Investment Management chief executive Nicolai Tangen: having an aligned senior team is one of the most critical things a leader can build. The two funds, which are consistently leaders in transparency, also exchanged playbooks on managing bureaucracy at large organisations.

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Jeff Scott takes on risky business as Wurts’ inaugural CIO

A common belief in the value of a risk-based approach to asset allocation, and a courtship of eight months, has culminated in Jeff Scott being appointed the first chief investment officer of US consulting firm, Wurts & Associates. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Cracks show in investors’ voices on climate change

Investors around the globe are increasingly incorporating climate change into their risk analysis, however there are huge regional discrepancies with investors in Europe streaks ahead of their counterparts in the US and Australia. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Public frat-boy investors skirt high returns at members’ peril

With the skills, practices and expectations that are embedded in the private corporate sector being brought to pension management maybe we need to expect the turnover in senior investment jobs to increase, but that doesn’t mean it is a good thing for the industry.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Dutch shake up pension system

The Dutch Government, some unions and employers have agreed on a deal to radically reform the Dutch pension system, with the formerly defined-benefit scheme edging towards a more hybrid defined-contribution arrangement.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Low-turnover, low-cost quells cap vs equal debate

The debate over cap-weighted or equal-weighted portfolios has been somewhat quelled by the launch of a new strategy by INTECH Investment Management that combines the two approaches.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Profiting from out-of-the-box thinking

A collaborative management and investment approach, as well as being willing to say “I don’t know everything” are important elements to success according to Janet Campagna, chief executive of the former Deutsche-owned quant shop, and women-majority owned firm, QS Investors.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

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