Beyond portfolios, what truly drives long-term success? In this episode of Investing for Tomorrow, we explore organisational alpha—the value firms create through people and process.

In an era of rapid change and uncertainty, resilience is key. Joined by Roger Urwin, Co-founder of the Thinking Ahead Institute, and Mitesh Sheth, Chief Investment Officer, Multi-Asset at Newton Investment Management, we unpack how governance, technology, talent, culture, and leadership shape the future of investment. We discuss why firms that master these elements are better positioned to adapt, innovate, and thrive.

Resources mentioned:

• Global Asset Owner Peer Study on best practices

• Insights and best practices from global asset owners | part 1

• Insights and best practices from global asset owners | part 2

• 2024 NZ Super Fund review

• Holiday time reading 2024 | Today a reader, tomorrow a leader