The Source

(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.

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.

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. 

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.

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.

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. 

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.

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.

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.

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.

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.

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. 

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.