Podcast
The Source
Hosted by eVestment · EN
Conversations with industry leaders about the latest trends and data driving the institutional investment marketplace.
10episodes
Episodes
Newest firstAll episodes
The Source Podcast: Delivering Investment Insights with Innovative Artificial Intelligence
Nov 8, 202200:10:39Tap to summarize(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.
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Conversation About Risk Management with Venn
May 2, 202200:07:05Tap to summarizeIn 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.
Transcribe →Beyond Diversity: A Conversation on Equity and Inclusion with Regnan
Sep 27, 202100:32:36Tap to summarizeIn 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.
Transcribe →Private Markets Hiring Trends + D&I Progress
Apr 27, 202100:18:02Tap to summarizeIn 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.
Transcribe →How Aon Approaches Operational Due Diligence
Apr 12, 202100:26:42Tap to summarizeIn 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.
Transcribe →How Swedish Pension AP1 Evaluates ESG Managers
Jan 26, 202100:15:31Tap to summarizeIn 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.
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Broadening Diversity Consideration with Verus
Jan 14, 202100:15:51Tap to summarizeIn 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.
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Conversation with Tim McCusker of NEPC
Dec 15, 202000:16:26Tap to summarizeIn 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.
Transcribe →Impact investing and active ownership with Regnan
Dec 9, 202000:28:06Tap to summarizeIn 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.
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How endowments have performed over 60-year period
Dec 2, 202000:12:33Tap to summarizeIn 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.
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