Podcasts | August 11, 2021
Podcast: Episode 11 – The Pension Problem: Massive portfolios, technology (mis)management and infinite liabilities
Pension fund managers never get a break. Payments must go out today—and years from now—no matter how markets or interest rates change. Pension fund expert Ken Akoundi, CEO of Cordatius, joins this podcast episode to discuss the strategies, liabilities and challenges facing pension portfolio managers.
Podcasts | June 23, 2021
Podcast: Episode 10 – Behavioral Finance in Practice: using its lessons to improve investment outcomes
How can we use all the fascinating lessons about our hidden biases to actually make better investment decisions? What are the most common psychology and bias-based mistakes investors make, and how can behavioral economics help us avoid them? Clare Flynn Levy, Founder and CEO of Essentia Analytics, shares how her firm helps traders and portfolio managers identify and then reverse their worst habits.
Podcasts | May 26, 2021
Podcast: Episode 9 – Data Hunters Part 2: is ESG a goldmine or a distraction?
ESG is all about the data. This episode's guests explore what people are doing with ESG data, how the data is sourced, and how investors can beat the market with ESG. Guests include Lisa Conner, Head of North American Client Services at RIMES, Jeremy Baksht, Chief Growth Officer at Gourmet Growth, and Bill Haney, Chairperson at Alva.
Podcasts | April 23, 2021
Podcast: Episode 8 – Data Hunters
Data is the lifeblood of investment research and of making investments that beat the market. This episode's guests are all data experts: Lisa Conner (Head of NA Client Services at RIMES), Jeremy Baksht, (Chief Growth Officer at Gourmet Growth), and Bill Haney (Chairperson at Alva).
Podcasts | March 30, 2021
Podcast: Episode 7 – Private Equity in Portfolio Management Software
In this episode, we speak with our new Private Equity owner and our new CEO about the plans to bring Style Analytics into Investment Metrics.
Podcasts | February 24, 2021
Podcast: Episode 6 – Irrationally Valuable
Markets can be irrational a long time, and we've witnessed that over the past few years with Value stocks underperforming Growth and Tech stocks. But the tide may have turned, and Kate Mead is here to help us understand why Value is doing well and should do well over the next several years.
Podcasts | December 16, 2020
Podcast: Episode 5 – Finding ESG Momentum
Figuring out which companies will profit from ESG is all the rage. Jacob Gemmel from Swedbank Robur has a promising approach: start with a fundamental Quality assessment of stocks and disqualify any company that does not have forward motion on improving ESG.
Podcasts | November 11, 2020
Podcast: Episode 4 – Momentum and Bubbles
Momentum traders make money violating the first principle of investing: previous performance is not indicative of future returns. Join me and renowned Trend Follower Dr. Kathryn Kaminski as we explore how Momentum traders think about markets.