Reshaping Industry Audio Series: Racial Equity Investing
The health and economic effects of the COVID-19 crisis, coupled with the heightened focus on racial inequities in the U.S., have altered or accelerated changes in the investment management industry.
In this four part audio series, several of our investment practitioners share key insights on how they believe these changes will impact future investment strategies.
In this segment, Liqian and Jasmine share reflections on the evolving landscape of racial equity investing, particularly in the wake of George Floyd’s death and what they hope to see in the future. They also discuss key steps that institutional investors can take to achieve racial equity goals within their portfolios.
In this episode, we discuss the heightened focus on sustainable investing as well as a few key trends that will have implications for investment portfolios. We also talk green-washing within the industry and how to identify asset managers who are incorporating sustainability into their investment process effectively.
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In this segment, Margaret shares her thoughts on the endowment model given the COVID-19 crisis and whether she believes it’s possible for an institution to achieve a 5% real return in the current market environment. She discusses investing in industry “disruptors,” the importance of diversification, and the debate around growth vs. value.
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In this segment, Jeff speaks about the importance of liquidity for healthcare systems in the wake of the COVID-19 pandemic and how he guided clients during the market downturn in March and April. He goes on to discuss the present state of the industry and what he believes will be the long-term implications of the crisis.
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