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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‘Nothing will stop this trend’: Investing in the energy transition

The energy transition is happening; the only question is the pace at which it takes place. In assessing the investment opportunities, it helps to break the transition down into easily digestible segments. Top1000funds.com explores the opportunity set for investors, including the need to think about cross-disciplinary risks and to specialise.

The subtle complexity of best-practice pension management

Identifying best practice in pension management is not a straightforward task. As much as asset allocators may want there to be a definitive answer, differences in size, mandate and resources between different pension funds means an investment approach that works for one may not work for others.

Financial services risks redundancy if leaders don’t step up on AI

The financial services industry is well positioned to benefit from the “exponential upside” resulting from the use of AI, but its senior leaders are not bold enough in embracing and using AI, according to speakers at the Amundi World Investment Forum.

Why simplicity matters in total portfolio approach

The key to implementing a successful total portfolio approach is not about creating complexities, but rather maintaining simplicity within the shared lexicon of an investment team, said two of the approach's most well-known adopters.

Reflections on Fiduciary Investors Symposium, Toronto

The Fiduciary Investors Symposium was held in May in Toronto. Conexus Institute executive director David Bell shares his reflections through the lens of a researcher focused on Australia’s superannuation system and a former pension fund CIO, and someone with a strong academic background in all things investment and pension related.

Build a playground, but let your investment team play on the slide

Innovation comes from collaboration, not from building silos, the Fiduciary Investors Symposium has heard. Leading academic Redouane Elkamhi told the symposium the boards of pension funds should create structures that allow investment teams to actually do what they are asked to do.

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