Market Narratives

In episode 97, Alex Proimos speaks with Nick Kelly, head of manager research, at Willis Towers Watson.

This episode covers the evolution of manager research of the past 20 years. We discuss whether there is a competitive advantage in single or multi-asset class managers, the role of culture and incentives in driving both innovation and long term performance. Then we touch on the potential for red flags when monitoring post-investment and both qualitative and quantitative methods that help identify whether alpha is sustainable. Finally, we touch on the challenge of stewardship, fiduciary duty and business risk in asset management.

Show Notes

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.

What is Market Narratives?

Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors.

Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes for their members.