The SourceNov 08, 2022
The Source Podcast: Delivering Investment Insights with Innovative Artificial Intelligence
(10 min podcast) In this episode of The Source, eVestment’s podcast featuring experts discuss trends in institutional investing, Russ Elliot, Head of Asset Management Market Intelligence at eVestment is joined by Patrick Murphy, Founder of the PureGroup/XALT platform. XALT is a point-of-sale insights platform that prioritizes data and analytics to optimize the efforts of distribution teams in the asset management industry.
In their conversation, Russ and Patrick discuss how a customized data experience driven by artificial intelligence and dynamic insights empowers distribution teams to deliver enhanced client engagement and better outcomes.
Conversation About Risk Management with Venn
In this episode of The Source, Lisa Terwilliger, AVP of Strategic Partnerships at eVestment is joined by Anna German, Senior Vice President at Two Sigma and the Head of Client Strategy and Solutions for the Venn Platform. In their conversation, Lisa and Anna discuss the different methods of risk management that institutional investors can use to assess their portfolios and inform fund manager due diligence.
Beyond Diversity: A Conversation on Equity and Inclusion with Regnan
In this episode, we're joined by Susheela Peres da Costa, Head of Advisory at Regnan, to discuss their recent paper, "Beyond Diversity: Equity and Inclusion as an Overlooked Opportunity for Investors." This comes on the heels of eVestment announcing that we've made our diversity and inclusion dataset free to asset owners in hopes of creating more standardization and transparency around managers' efforts to promote a diverse, equitable and inclusive workplace.
Private Markets Hiring Trends + D&I Progress
In this episode, we sat down with Sasha Jensen, founder and CEO of Jensen Partners, to hear the latest insights on recruiting in the private markets, including progress around diversity and inclusion initiatives. Jensen Partners specializes in private markets executive search and uses technology to track investor relations and capital raising moves within the industry, which gives them a unique perspective into the private markets hiring process.
How Aon Approaches Operational Due Diligence
In this episode, we chat with Rian Akey, Global Head of Operational Risk Solutions for Aon, to talk about their ODD IQ solutions and how they approach operational due diligence. Back in January, eVestment announced a strategic collaboration with Aon to provide their ODD research directly through the eVestment platform.
How Swedish Pension AP1 Evaluates ESG Managers
In this episode, we sit down with Majdi Chammas, who's responsible for external equity mandates within the external partnerships and innovation team at AP1, to talk about their manager research process. Over the past several months, we've worked closely with their team to get their feedback and help guide the development of our recently expanded ESG questionnaire, where managers are able to provide much more information on their ESG philosophies approach and ultimately the impact.
Broadening Diversity Consideration with Verus
In this episode, we're joined by Ian Toner and Marianne Feeley from Verus Investments. Ian serves as chief investment officer, and Marianne as managing director of public markets. The topic of our conversation is diversity and inclusion within asset management firms, and how they evaluate a manager's diversity beyond the high-level ownership information.
Conversation with Tim McCusker of NEPC
In this episode, we talk with Tim McCusker, CIO at NEPC. Tim recently joined our Quarterly Trends Webcast, where we look at trends in global asset movement, the demand we see based on consultant and investor activity, and trends around open and potential mandates. We were glad to get Tim's expert perspective and what he actually sees in practice with their clients.
Impact investing and active ownership with Regnan
In this episode, we are joined by Susheela Peres Da Costa, Head of Advisory, and Tim Crockford, Senior Fund Manager, at Regnan. Susheela has been instrumental in the development of Regnan’s research, stewardship and advisory programs and recently co-authored a paper with the UN PRI, Active Ownership 2.0, while Tim leads the Regnan Global Equity Impact Solutions team.
How endowments have performed over 60-year period
In this episode, we are joined again by Dennis Hammond, Head of Institutional Investments at Veriti Management. We talk to Dennis about research he's done regarding endowment performance over a nearly 60 year period, relative to a simple 60-40 stock and bond portfolio.
Discussing the future of ESG with Callan
In this episode, we're joined by Alex Hoy, vice president at Callan, where he works in Callan's global manager research group. Alex is also a member of Callan's ESG committee, which is the primary topic of our conversation. Callan recently released its eighth annual ESG survey of U.S. institutional investors. We sit down with Alex to talk about the findings, how they've seen things change over time and what investors are looking for in the future.
Evaluating Asset Managers with Alan Snyder, Shinnecock Partners
In this episode, we’re joined by Alan Snyder, managing partner of the family office investment boutique Shinnecock Partners. We spent our conversation talking about their research into manager evaluation and due diligence, including the biggest mistakes he sees made in the manager evaluation process, the data he relies on in those evaluations and how critical the onsite and in-person meetings are in that process.
Evaluating Concentrated vs. Diversified Managers with Hosking Partners
In this episode, we're joined by Luke Bridgeman, portfolio manager with Hosking Partners, a global equity manager based out of London. Hosking Partners offer a single global equity strategy with a diversified approach. While we see a lot of consultants and investors searching for concentrated portfolios, Luke and his team have taken a contrarian approach with a very diversified portfolio.
Approaching ESG investing with Dennis Hammond of Veriti Management
In this episode, we are joined by Dennis Hammond, Head of Institutional Investments at Veriti Management. Dennis has a long background in the industry, having founded Hammond Associates, which he grew for over 30 years, ultimately selling it to Mercer in 2010.
In Part I of our conversation with Dennis, we focused on how Veriti approaches ESG investing with their clients. Part II of our conversation will cover the recent research Dennis published on the endowment model and the 60/40 benchmark.
How Managers Can Effectively Communicate ESG Policies - With Nick Samuels
In this episode, we are joined by Head of Manager Research at Redington Investment Consultancy, Nick Samuels. Our conversation centered around environmental, social, and corporate governance, or ESG, as Nick and his team recently published a study on the subject. The research primarily focused on climate change, diversity and inclusion. We spent our time talking about those findings, what managers can do to effectively communicate their ESG policies and ultimately the impact of those policies.
Bringing Better Data Integration to Asset Management Firms
In this episode of The Source podcast, we are joined by Brian Duddy, Head of Business Development at Assette, as well as Lisa Terwilliger, Head of Strategic Partnerships at eVestment. Our conversation centered around the recent partnership announced between eVestment and Assette, which gives clients access to eVestment's data directly within the Assette platform.
OCIO Indices Part 3: How Emerging Managers Can Position Their Strategies for OCIO Platforms
In this episode of The Source, eVestment’s podcast covering trends and insights in institutional investing, we sat down with Ron Klotter and Brad Alford to talk about the new OCIO indices created through a partnership with eVestment’s parent company, Nasdaq, and a business founded by Brad, Alpha Capital Management. The Alpha-Nasdaq OCIO indices are aimed at creating transparency for the OCIO industry and are designed to give investors and OCIO firms the ability to objectively measure performance against peers. Brad and Ron shared their insights for asset managers -- specifically emerging managers -- who are looking to target OCIO firms and how they can best differentiate themselves, even in light of the COVID-19 pandemic. Ron and Brad’s extensive experience working for and with OCIO firms gives them a unique perspective to share where they see such opportunities for managers.
OCIO Indices Part 2: What Institutional Investors Need to Know
In this episode of The Source, eVestment’s podcast covering trends and insights in institutional investing, we sat down with Ron Klotter and Brad Alford to talk about the new OCIO indices created through a partnership with eVestment’s parent company, Nasdaq, and a business founded by Brad, Alpha Capital Management. The Alpha-Nasdaq OCIO indices are aimed at creating transparency for the OCIO industry and are designed to give investors and OCIO firms the ability to objectively measure performance against peers. Brad and Ron shared their insights for institutional investors on what they need to know to best leverage these indices. Ron and Brad’s extensive experience working for and with OCIO managers gives them a unique perspective to share where they see such opportunities for investors.
OCIO Indices Part 1: What OCIOs Need to Know
In this episode of The Source, eVestment’s podcast covering trends and insights in institutional investing, we sat down with Ron Klotter and Brad Alford to talk about the new OCIO indices created through a partnership with eVestment’s parent company, Nasdaq, and a business founded by Brad, Alpha Capital Management. The Alpha-Nasdaq OCIO indices are aimed at creating transparency for the OCIO industry and are designed to give investors and OCIO firms the ability to objectively measure performance against peers. Brad and Ron shared their insights on how OCIOs should be using these indices to differentiate themselves, as well as trends they are seeing now that could lead to increased opportunities in growth for OCIOs.
Interview with Kip McDaniel of Institutional Investor
In this episode of The Source Podcast, we’re joined by Kip McDaniel, Editor-in-Chief and Chief Content Officer at Institutional Investor. In a recent edition of his newsletter, Kip highlighted how consultants, investors and managers rely heavily on eVestment tools for data and trends. We reached out to Kip to discuss his article, as well as today's institutional trends and the impact the coronavirus pandemic is having on the industry.
Conversation with Kai Hong, Managing Partner & Chief Investment Strategist of Bivium Capital
In this episode of The Source, we chat with Kai Hong, Managing Partner and Chief Investment Strategist at Bivium Capital, to get his insights on how small managers can attract and retain assets in such volatile times.
Conversation with Craig Lazzara, Managing Director and Global Head of Index Investment Strategy at S&P Dow Jones Indices
On this episode of eVestment’s The Source podcast, we are joined by Craig Lazzara, managing director and global head of index investment strategy for S&P Dow Jones Indices. This timely conversation revolves around the concepts of dispersion, correlation and volatility. In the midst of the Coronavirus pandemic, Craig talks about how volatile times like these give active managers a chance to demonstrate how they add value.
Analyzing the 700 new strategies added to eVestment database in Q1
There are currently over 25,000 strategy listings within the eVestment platform. In this episode, eVestment's Russ Elliott breaks down the 700 strategies that were added to the database during Q1 2020.
ESG Trends with Chris Fowle of UN PRI
We recently got a chance to hear from Chris Fowle, Director of Americas at UN Principles of Responsible Investment, about why demand for ESG is growing.
What consultants and investors want from managers during COVID-19 pandemic
Global markets continue to be volatile as the coronavirus pandemic is expected to cause a sharp downturn in the global economy. For asset managers, business continuity plans are being stressed like never before. So, we wanted to know: How do institutional investors and investment consultants react to a global situation like this? What is the best thing an asset manager can do to reassure their clients? We recently sat down with a few industry experts to get their opinions.
Conversation with Charles Van Vleet, Assistant Treasurer & CIO of Textron
On this episode of eVestment’s The Source Podcast, hear from Charles Van Vleet, Chief Investment Officer of Textron, Inc. for his perspective on the institutional markets, asset classes, ESG, diversity and more.
Conversation with Robert Noe, Managing Director at Wilshire Associates
On this episode of eVestment’s The Source Podcast, hear from institutional investment consultant Robert Noe, managing director of Wilshire Associates, on the institutional trends they see and how they’re advising clients to meet their investment objectives moving forward — along with insights into their firm’s manager research process and guidance on how best to engage with their firms.
Conversation with Kweku Obed, Managing Director at Marquette Associates
On this episode of eVestment’s The Source Podcast, Kweku Obed, Managing Director at Marquette Associates, dives into the manager screening process, shares how to leverage third-party databases, highlights which data points are the most important to the consultant screening process and more.