Senior Investment Leader with extensive experience across asset classes and entity type; Chief Investment Officer; Chair of Investment Committee; Member of Investment Committees; Podcast Host
💡In the world of asset allocation - is there any room left for innovation? 💡How does a total portfolio approach holistically change mindset and approach? 💡Where does it work well – and what are its drawbacks? 💡This discussion with Derek Walker of CPP Investments | Investissements RPC covers a LOT of ground - from the origins of total fund investing, to how it works in practice, and what it means to have a "factor first" approach. 💡We delve into whether it works for every organization and what the possible limitations are as well as how we can all innovate in the area of asset allocation more broadly. This is a great discussion that reminds that even established principles can do with a refresh from time to time. 💡With thanks to Ruffer and Nuveen, a TIAA company for supporting production costs of Series 3 of the Fiftyfaces Productions Ltd. #fiftyfacespodcast 💡Sincere thanks to John L Bowman, CFA for introducing me to Derek and for the work he does at CAIA Association to spread awareness of innovation among allocators globally. https://lnkd.in/gGmAbDbb
President at CAIA Association/ Podcast Host/ Board Member/ Investment Committee Chair
1moThanks for the shout out. Can’t wait to listen!