Stable’s Post

🚀 How Swiss CIO is Shaping Portfolio Growth with Yale and Oaktree Strategies 🚀 In a competitive market, adopting the right investment strategies can be the key to unlocking long-term growth. In a fascinating interview with Fabien Delessert, CFA, Chief Investment Officer of one of Switzerland’s leading institutions discusses how they are adopting the time-tested portfolio strategies of Yale University and CIO Howard Marks at Oaktree Capital Management, L.P. https://lnkd.in/gs8TSUZK 💡 Key takeaways from the interview: 1. How Yale’s endowment model emphasizes diversification and alternative investments. 2. Insights into Oaktree’s approach to risk management and value investing. 3. Real-world examples of how these strategies are being applied to drive sustainable returns. 📈 Why does it matter? For institutional investors and asset managers, the ability to learn from top-tier models like Yale and Oaktree could be a game-changer in navigating today’s economic uncertainty. If you’re an investor or financial professional looking to elevate your portfolio strategy, this is a must-read! Share your thoughts and tag someone who would benefit from this insight! 👇 #InvestmentStrategy #AlternativeInvestments #RiskManagement #YaleEndowment #OaktreeCapital #SwissCIO #PortfolioGrowth #FinanceInnovation #AssetManagement #InvestingTips #FinancialLeadership Markets Group Christine Giordano

Join us at Institutional Investor's Roundtable for Consultants & Institutional Investors this October in Chicago. https://bit.ly/3SZCqEN Our featured panel, "Everything Managers Need to Know (but Are Too Afraid to Ask): Asset Owner Governance Structures & Decision-Making Processes" will be moderated by Segal Marco Advisors' Maureen O'Brien and feature the following distinguished CIOs: Session Panelists: David Erickson, Chief Investment Officer, Ascension Investment Management David Silber, Chief Investment Officer, Employees’ Retirement System of the City of Milwaukee Andy Greene, Chief Investment Officer, Toronto Transit Commission (TTC) Pension Plan This session will delve into the dynamic nature of asset owner governance structures and their respective decision-making processes. In examining how governance frameworks and stakeholder relationships differ among the different types of asset owner we also highlight how this in turn impacts decision-making processes. We will hear asset owner perspectives on their preferred practices. While illuminating for all industry participants, this discussion should yield particular insights for managers in the navigation – and understanding – of their clients’ processes and needs. #institutionalinvestors #investors #assetallocation #assetmanagement #investmentconsultants

🏆 They say that a rising tide raises all ships, so in that same spirit we wanted to call attention to the winners of Institutional Investor 2024 Allocator Awards. Too many to list for a social post but congrats to AQR Capital Management, UPS, Wellesley College, State of Wisconsin Investment Board, Cleveland Clinic, DFO Management, LLC, Tulane University, and more. As these teams continue their growth initiatives for 2025 and beyond (yes, it's approaching fast) Vidrio(dot)com stands ready to help you scale across #hedgefunds, liquid #alts, and #privatemarket allocations. Check us out for streamlining your front, middle, and back office operations. Here Are the Winners of the 2024 Allocators’ Choice Awards https://hubs.li/Q02Q5_PZ0

🏆 They say that a rising tide raises all ships, so in that same spirit we wanted to call attention to the winners of Institutional Investor 2024 Allocator Awards. Too many to list for a social post but congrats to AQR Capital Management, UPS, Wellesley College, State of Wisconsin Investment Board, Cleveland Clinic, DFO Management, LLC, Tulane University, and more. As these teams continue their growth initiatives for 2025 and beyond (yes, it's approaching fast) Vidrio(dot)com stands ready to help you scale across #hedgefunds, liquid #alts, and #privatemarket allocations. Check us out for streamlining your front, middle, and back office operations. Here Are the Winners of the 2024 Allocators’ Choice Awards https://hubs.li/Q02Q5_PY0

Diversification is Key

Sharing industry thought leaders' perspectives on the evolution of #ESG over the past 20 years and the future of sustainable investing. Georges Dyer, Christopher Ailman, Steve Falci, and others share the history of ESG, assess its current successes and shortcomings, and offer perspectives on the future of sustainable investing. Read article: https://bit.ly/3XTvNY9 #SustainableInvesting CalSTRS Impax Asset Management Pensions & Investments

I couldn’t agree more with this: “a recurring theme emerged: “the soft stuff is the hard stuff.” In conversations with CEOs and CIOs, people-related issues surfaced a remarkable 436 times. The context centred on how asset owners attract, develop, and deploy their professionals to achieve the hard-won “organisational alpha” via a combination of people, processes, and capital. This synthesis occurs through effective governance, organizational culture, talent management, leadership and technology.” My take👇 Set up the pre-conditions for success: get the right people on the team, be clear on the goals, create a supportive & inclusive “teamship” type culture, ensure you have a solid operating environment and then drive execution. What do others think? 🤔 #LGPS #Pensions #Culture #InstitutionalInvestors

🗓️ Unlocking Impact: Best Practices in Impact Fund Management with Pensions for Purpose and Amundi Alpha Associates. Understanding the inner workings of an impact fund is key to ensuring a positive impact alongside financial returns. Asset owners and managers need to learn how to identify best practices and avoid unintended ESG consequences! Join this in-person masterclass on Wednesday, 18 September for behind-the-scenes insights into monitoring impact managers and enhancing your investment governance. #ImpactInvesting #ImpactFunds #FundManagement #ImpactManagement

Calling all asset managers. The Organizational Maturity Index OMINDEX is a holistic, human measure of organizational health. It integrates purpose, strategy, systems, and key cultural factors that compare directly with financial 'AAA' ratings.

Pensions for Purpose is currently looking for asset managers to undertake research using the OMINDEX survey in partnership with The Maturity Institute. We recognise that finding aligned asset managers on the integration of purpose and stakeholder value is a crucial piece of the puzzle in ensuring their impact on people and planet is integrated. This is about integrity - the ability to say that your words match your actions and that you’re not afraid to ask difficult questions of yourselves. The Maturity Institute's Total Stakeholder Value (TSV) model is a leadership and management tool that links data: Human Value, Business Value and Impact. We are all on a journey and this is an opportunity for us all to learn and grow. If you are one of our asset manager members or an asset manager just interested in going through this process, please contact me directly - [email protected]. While asset managers may have their own surveys and monitoring tools, nothing beats an independent review. If you are a trustee or investment consultant, please encourage your asset managers to consider this. #totalstakeholdervalue #impact #purpose #integrity