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Managing investor risks beyond the enterprise level, portfolio barriers and regenerative investment structures | Delilah Rothenberg and Taylor Sekhon

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Manage episode 296016824 series 2705495
Content provided by Investment Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investment Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In previous podcasts in this series, we explored how the consolidation of capital flows and migration up the risk-return spectrum by institutional investors contributes to systematic risk. In this podcast, we explore the potential for institutional asset owners and allocators to redesign their asset allocation strategies to allow for more regenerative investment structures while still achieving targeted rates of return. We will also explore adjustments to investment practices that can enable a redesign of asset allocation, including benchmarking practices, team incentives and performance reviews, valuation methodologies, and risk management techniques.

References:
Background on the Taylor Guitars deal:
https://www.newswire.ca/news-releases/taylor-guitars-transitions-to-100-employee-ownership-with-support-from-the-healthcare-of-ontario-pension-plan-hoopp-and-social-capital-partners-scp--857853786.html

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

  continue reading

135 episodes

Artwork
iconShare
 
Manage episode 296016824 series 2705495
Content provided by Investment Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investment Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In previous podcasts in this series, we explored how the consolidation of capital flows and migration up the risk-return spectrum by institutional investors contributes to systematic risk. In this podcast, we explore the potential for institutional asset owners and allocators to redesign their asset allocation strategies to allow for more regenerative investment structures while still achieving targeted rates of return. We will also explore adjustments to investment practices that can enable a redesign of asset allocation, including benchmarking practices, team incentives and performance reviews, valuation methodologies, and risk management techniques.

References:
Background on the Taylor Guitars deal:
https://www.newswire.ca/news-releases/taylor-guitars-transitions-to-100-employee-ownership-with-support-from-the-healthcare-of-ontario-pension-plan-hoopp-and-social-capital-partners-scp--857853786.html

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

  continue reading

135 episodes

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