By JB Beckett
Deep from inside the City's shadows... author, speaker, NED and ex investment gatekeeper Jon 'JB' Beckett explores the Industry's taboo and hot topics. Dear Citizens of the People's Republic of Pod
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Welcome to The Path to COP (26) Podcast by Nordea Asset Management and in association with the Global Ethical Finance Initiative. Produced and Hosted by New Fund Order.
Episode 3 - COP Round-up: Was anything achieved, was there progress or more gradualism? What effect and impact will decisions taken have on Society and Finance?
What does it mean for investors? What does COP mean for engagement, stewardship, diversity, broader ESG and climate goals?
Did COP aid a 'just transition' or yet more procrastination?
We discuss with Sarah Wilson, CEO of Minerva and Michaela Zhirova from Nordea.
Sarah Wilson is the founder and CEO of Minerva Analytics, the UK’s independent ESG research and proxy voting agency. Over the past 30 years Sarah has been closely involved in the development of innovation in the independent research industry, including the creation of the first electronic proxy voting message standards and the development of Europe’s premier database of objective governance profiles of 95% of the worlds companies by value.
Michaela Zhirova joined the Responsible Investment team in Copenhagen in September 2018 as an ESG analyst. Before joining Nordea, she worked as a Governance and Responsible Investment analyst at Janus Henderson Investors in London. She has also worked at GES Investment Services (now part of Sustainalytics) and Hermes Equity Ownership Services.
Credits: Sound effects by Soundbible.com and Zapsplatt. Creative Commons Attribution 3.0 and Public Domain 1.0. All additional Music used by Silvermansound.com Attribution 4.0 International (CC BY 4.0). Podcast platform by Buzzsprout. Images courtesy of guests, JB Moments Photography and Pixabay. Posters by Canva. Created, hosted and produced by New Fund Order. All rights reserved. www.Nordea.co.uk. www.PathtoCOP26.com. See the COP presidency programme here: https://lnkd.in/d8fPa4sF
Nordea Asset Management (UK)
UK asset manager with offices in London. Copenhagen headquartered.
Global Ethical Finance Initiative 'GEFI'
Scottish based NGO focussed on Ethical Finance leading Path to COP campaign and events.
Produced by New Fund Order
New Fund Order podcast & productions #newfundorder
Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
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Welcome to The Path to COP (26) Podcast by Nordea Asset Management and in association with the Global Ethical Finance Initiative. Produced and Hosted by New Fund Order.
Episode 1 - Finance agenda: "Mobilising Public and Private Finance Flows at Scale for Mitigation and Adaptation".
Join me, JB Beckett, your host and guests Natalie from GEFI and Harry from Nordea for the first Path to COP podcast, covering;
1) The Race to Net Zero: When it comes to Net Zero targets, are we moving fast enough, how best to structure a roadmap that turns 30 years pledges into meaningful actions?
Covering;
How important are Climate-related strategies to becoming ‘Net Zero’?
What progress are you hoping to see at COP?
Net Zero pledges, powerful or platitude?
Is divestment the answer?
What challenges must organisations overcome to develop a net zero strategy?
What’s driving the large number of net zero commitments?
What tools and frameworks can help investors on their net zero journey?
What role does the government play in delivering net zero?
To what extent does it make sense for a financial institution to claim net zero alignment if the same isn’t also true for the economy at large?
2) Carbon: Has Climate Change become a binary question of Carbon and Weighted Climate Intensity?
Covering;
Is Carbon Unit Pricing, is it key to climate change?
Is carbon offsetting a necessary evil or a useful tool?
Is Scope 2 and 3 still problematic, does that matter?
Green Energy, how best to finance?
What type of carbon metrics allow investors to consider both legs of the “double materiality” of climate change?
How can investors ensure that their performance on various carbon metrics isn’t disconnected from what’s happening in the real world?
As well as; circularity, data and greenwashing.
Guest Speaker Bios:
Harry Granqvist, Nordea Asset Management. “Harry is a Senior ESG Analyst focusing on climate and emerging markets. He joined Nordea in 2017 and prior to that worked with energy analytics and transition strategies in the UK. Harry holds a BA in Philosophy, Politics and Economics from the University of Oxford and an MSc in Environmental Policy and Regulation from the London School of Economics.”
Natalie Jackson, Global Ethical Finance Initiative ('GEFI') “Natalie is an Executive Manager at the Global Ethical Finance Initiative (GEFI) and has over 10 years of experience working in finance. She worked in project finance with a focus on education, infrastructure and renewable energy projects. She has also spent extended periods of time working with social enterprises in Africa and has assisted entrepreneurs in the Global South through the Grow Movement and Kiva. Natalie also currently sits on the Social Growth Fund Board at Social Investment Scotland, advising on the disbursement of £17m of funding to Scottish social enterprises.”
COP 26 Presidency programme:
Nordea Asset Management (UK)
UK asset manager with offices in London. Copenhagen headquartered.
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Welcome to The Path to COP (26) Podcast by Nordea Asset Management and in association with the Global Ethical Finance Initiative. Produced and Hosted by New Fund Order.
Episode 2 - Gender agenda: "Full and Meaningful Participation of Women and Girls in Climate Change".
The UNFCC had already specifically noted how climate change was impacting women globally, more than men, whilst at the same time the tone within our own industry… with respect to the social agenda, worker inequality and diversity… had been rising in recent years. So there is plenty for COP to talk about today.
Join me, JB Beckett, your host and guests Bev from CityHive and Katarina from Nordea for the second Path to COP podcast, covering;
We look at % representation of women fund managers, the number is way too low.. why hasn’t the industry evolved in over two decades?
• Attracting women into Asset Management, what are we getting right, what are we getting wrong?
• Education; how do we use Education to attract and promote women into key professions?
• Why does better gender equality help cognitive diversity and EQ in the investment process?
Is the ESG debate becoming too focussed on Net Zero at the risk of the social agenda?
Equality and diversity on boards and Exec level, why is it important for better ESG?
• Are Quotas necessary or do they confuse the mission?
How can investors deploy capital better to support gender equality and sustainable and social aims more generally?
• What can fund allocators do to address equality and diversity?
Credits: Sound effects by Soundbible.com and Zapsplatt. Creative Commons Attribution 3.0 and Public Domain 1.0. All additional Music used by Silvermansound.com Attribution 4.0 International (CC BY 4.0). Podcast platform by Buzzsprout. Images courtesy of guests, JB Moments Photography and Pixabay. Posters by Canva. Created, hosted and produced by New Fund Order. All rights reserved. www.Nordea.co.uk. www.PathtoCOP26.com. See the COP presidency programme here: https://lnkd.in/d8fPa4sF
Nordea Asset Management (UK)
UK asset manager with offices in London. Copenhagen headquartered.
Global Ethical Finance Initiative 'GEFI'
Scottish based NGO focussed on Ethical Finance leading Path to COP campaign and events.
Produced by New Fund Order
New Fund Order podcast & productions #newfundorder
Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
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Welcome to Fight Club! For Season Two of the NFO podcast, step beneath the surface to debate the difficult issues facing asset management. Time to take this underground!
Each round is a panel debate of two teams, one captain per team plus 2 team members.
Active versus Passive 🥊 💥 Round 1
Active captain Simon Evan-Cook will be joined by Lucy Walker, CFA and Ben Conway 💥
Passive captain Mark Northway will be joined by Robin Powell and Larry Swedroe 👊
Equal time allocated, rapid debate. Each team will be allocated circa 25 minutes total time, monitored by JB. When each team is talking then time will automatically count down. If the team runs out of time then the remaining time is handed to the opposing team.
Audience: Fund selectors, family offices, multi-managers, advisers, allocators, gatekeepers and distributors. We appreciate that there is already a high volume of podcasts and that fund selectors are heavily marketed to, however we believe that within this niche there is little competition and significant demand for content of this type. Given this gap I believe that it is the time to use the format of a podcast to bring together the community to discuss hot topics that are all too often led by partisan echo chambers and only discussed in opposing vacuums!
1) Can anyone truly be a passive investor? Aren’t we all different shades of active? Few buy a naive portfolio, whether it is market cap, factor investing, systematic strategies, SmartBETA?
2) Have we reached or will we reach “peak passive”? Did passive just get lucky with Big Tech or is the success of index investing just common sense?
3) Thinking the behavioural biases at play, is the concentration of assets around Star Managers the best argument for Active or Passive?
Fighter Bios
Captain Team Passive: Mark Northway, investment manager at Sparrows Capital, NED and consultant.
Larry Swedroe, Principal and Director of Research at Buckingham Family of Financial Services.
Robin Powell, Journalist, investor advocate, financial educator & content consultant. Head of client education at RockWealth, Editor for 'The Evidence Based Investor' blog, Executive Director of Regis Media and Ember Television.
Captain Team Active: Simon Evan-Cook, Manager of Multi-Asset, Multi-Manager Funds & Citywire Columnist. Blogs at nevermindthesilverbullets.com. Fund Manager, Downing Fund Managers.
Lucy Walker, Giving fund research teams the tools they need to succeed | Founder at AM Insights | Deputy Chair at Aurora | NED at HINT | Co-CEO at Changing Digital.
Ben Conway, Head of Fund Management at Hawksmoor Investment Management.
Teaser trailer 📺 here: https://youtu.be/riH7fopTN-U
Credits: Session recorded in Microsoft Teams. Sound effects by Zapsplatt.com. Images by Pixabay.com. Creativ
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Welcome to the Darkside of Fund Management and Research... the New Fund Order.
Episode 20: Into the Mind
The sky arcs obsidian, as thunderous clouds roll in and heavy rain pours down. We are forced to open an iron door and take refuge inside an old hospital only to be greeted by the wails of its patients within. What dark horrors await us in this place?
Step into our asylum of cognitive discourse to explore the dark corners of the mind of the fund selector. Everything from cognitive bias to heuristics, star mangers, monsters and criminality. We walk down the chilling corridors, with Mind Equity's Nuala Walsh, as we ask the taboo, the frightening and the controversial. This season finale then offers the culmination of a series of behavioural episodes in Season 1. We ask;
Are Monsters and Villains the psychological flip side of star manager culture and ideology?
How can overweighting IQ over EQ hurt outcomes, our desire to be cleverer then the next person?
What does it mean to observe irrationality?
How can understanding the peak-end rule help in decision making?
Should selectors be more like FBI agents when researching fund managers or attending a blow up?
About Nuala: A global strategic adviser, Non-Executive Director, behavioural scientist, and award-winning marketeer, with decades of experience in asset management, investment banking, and consulting.
Founder of MindEquity - a business, brand, and behavioural science consultancy.
Founder and Director of the world's first Global Association of Applied Behavioural Scientists.
Various Board / Advisory Appointments:
- Investments (TSLombard; JD Haspel; Chartered Institute of Securities & Investments);
- Sport (The Football Association; World Athletics);
- Non-profits (UNWomen UK).
Former Chief Marketing Officer at FTSE-50 plc, Standard Life Aberdeen with a track record of growth, modernization, and globalization at Merrill Lynch, Blackrock, and Standard Life Investments. Also led sponsorships in golf, rugby, tennis, motor racing eg. Ryder Cup; British & Irish Lions; Goodwood and ATP Champions Tour.
Named among Top 100 Most Influential Women in Finance; and the 50 Most Innovative CMOs.
Holds a Masters in Behavioural Science; Masters in Business Studies; BA in Philosophy. Studied Forensic Psychology.
Published and cited in various publications - Harvard Business Review, Economist, Telegraph, Fox Business News.
A keynote speaker, coach, and visiting lecturer in multiple universities.
Go to: MindEquity: Overview | LinkedIn
Credits
George Orwell 'Nineteen-Eighty Four', Public Domain 1.0.
Audio clips: Public domain 1.0. Archive.org. Youtube.com. Additional Sound effects by Soundbible.com. Creative Commons Attribution 3.0 and Public Domain 1.0. All additional Music used by Silvermansound.com. Music: The Visitor by Shane Ivers - https://www.silvermansound.com, Attribution 4.0 International (CC BY 4.0)
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Welcome to the New Fund Order. An Orwellian journey into the Darkside, the Frontier and the Fringe of Finance.
In our ever ending journey to tackle the tough topics in our industry, I talk to Justin Onuekwusi about his ‘I am’ campaign and ‘Talk about Black’.
We discuss why there is a lack of diversity, why there is not enough black representation in finance and asset management… and indeed fund selection. What are the industry biases, what are the structural barriers to progression, are monikers like ‘BAME’ helpful, what can fund selectors do to become allies?
Together with left-field opinion, global market news and latest views, direct from my dystopian bunker. In association with my sponsor Allianz Global Investors (AGI) one of the world's leading active managers.
Please LIKE, SHARE and SUBSCRIBE. Please leave a REVIEW and let me know what you think and what topics you would like for future episodes. Until then... stay safe and.. keep it left-field!!
That's 20 episodes, 20 Guests, every 2 weeks...
Join the NFO Army Citizen, https://www.patreon.com/newfundorder
Left-field Finance.
#newfundorder
Credits: Archive.org. Jessie Jackson, address to the Democratic National Convention. Public Domain 1.0 https://ia803402.us.archive.org/6/ite...
Music: Liturgy Of The Street by Shane Ivers - https://www.silvermansound.com
Pictures and videos: Pixabay.Cos, Getty images, Reuters
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Welcome to the New Fund Order. An Orwellian journey into the Darkside, the Frontier and the Fringe of Finance.
We open The Sironi Files with Fintech supreme Paolo Sironi on his seminal work on Financial Market Transparency (‘FMT’), anthropology, gamification and data platforms and how these are changing asset management and fund selection from the outside in, and inside-out.
In this intrigue rich episode is it mission impossible or mystery to be solved? Why is uncertainty and complexity the new normal? We pick up the phone ☎️ and make the call. Will it be answered?
About Paolo Sironi: “Paolo is the Global Research Leader in Banking and Financial Markets at IBM, Institute for Business Value. He is senior advisor for selected global accounts, assisting service teams in Board-level and C-level conversations about business model adaptation in platform economies. Paolo founded the German start-up Capitects, then acquired by IBM, and directed the quantitative risk management department of Banca Intesa Sanpaolo. He is one of the most respected Fintech voices worldwide and co-hosts the European edition of Breaking Banks podcast. He is celebrated book author on digital transformation, quantitative finance and economics, and keynote speaker at major international events.”
Go to:
https://www.thepsironi.com/
Podcast: https://www.thepsironi.com/podcast
Check out Paolo’s books: https://www.thepsironi.com/books
Amazon book store: https://www.amazon.co.uk/Paolo-Sironi/e/B00TLMSSA2?tag=relinks-21
‘Banks and Fintech on Platform Economies’ SOON - OCTOBER 2021
Together with left-field opinion, global market news and latest views, direct from my dystopian bunker. In the Air, on the Ground, on the Street and around the corner of Debate. Watching, listening, in the Shadows and on your Airwaves. For Fund Selectors, distributors, wealth managers and investors.
In association with my sponsor Allianz Global Investors (AGI) one of the world's leading active managers. My thanks to my guest Paolo Sironi.. and you dear listener.
Please LIKE, SHARE and SUBSCRIBE. Please leave a REVIEW and let me know what you think and what topics you would like for future episodes. Until then... stay safe and.. keep it left-field!!
That's 20 episodes, 20 Guests, every 2 weeks... each episode is 25 minutes!
Join the NFO Army Citizen, https://www.patreon.com/newfundorder
Left-field Finance.
#newfundorder
Credits;
George Orwell 'Nineteen-Eighty Four', Public Domain 1.0.
Sound effects by Soundbible.com. Creative Commons Attribution 3.0 and Public Domain 1.0.
All additional Music used by Silvermansound.com Attribution 4.0 International (CC BY 4.0). Music: Codename Dougwood by Shane Ivers -
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Welcome to the New Fund Order. An Orwellian journey into the Darkside, the Frontier and the Fringe of Finance.
We speak with SharingAlpha.com co-founder Oren Kaplan on creating his innovative global platform, the wisdom of the crowd, building community and insights against the backdrop of a global pandemic. In a more distanced world, is SharingAlpha.com the real ‘new normal’?
"SharingAlpha went live in April 2016 and has already become the world's largest community of professional fund buyers.
Mission
Check out more at: SharingAlpha.com
Together with left-field opinion, global market news and latest views, direct from my dystopian bunker. In association with my sponsor Allianz Global Investors (AGI) one of the world's leading active managers. My thanks to my guest Oren.. and you dear listener.
Please LIKE, SHARE and SUBSCRIBE. Please leave a REVIEW and let me know what you think and what topics you would like for future episodes. Until then... stay safe and.. keep it left-field!!
That's 20 episodes, 20 Guests, every 2 weeks... each episode is 25 minutes!
Join the NFO Army Citizen, https://www.patreon.com/newfundorder
Left-field Finance.
#newfundorder
Credits
George Orwell 'Nineteen-Eighty Four', Public Domain 1.0.
Additional Sound effects by Soundbible.com and Zapsplat.com. Creative Commons Attribution 3.0 and Public Domain 1.0. All additional Music used by Silvermansound.com Attribution 4.0 International (CC BY 4.0)
Clip: Taken by audience at World Economic Forum (unattributed) in Davos of Yuval Noah Harari. ' Davos Switzerland 2020: Yuval Noah Harari Warns “ Rise of Human Enslavement by Corporations and Governments.
“If you have data you don’t have to send soldiers “ Yuval Harari said
He is a free thinker and Nobel Prize wining philosopher.
Link to full interview at Davos 2020
Business and World Economic Forum
https://youtu.be/gG6WnMb9Fho
© SharingAlpha logo courtesy of SharingAlpha. Copyright 2021 SharingAlpha. All rights reserved. Music: Samovar Party by Shane Ivers - https://www.silvermansound.com
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Welcome to the New Fund Order. An Orwellian journey into the Darkside, the Frontier and the Fringe of Finance.
Our first New Fund Order debate, about 'that manager'...
We debate the ins and outs, the ups and downs of that 'Oracle of Oxford' and the whole sad and sorry affair which rocked fund allocators, distributors and the divinity of the star manager.
Helping guide us through the detail are the two prominent writers David Ricketts of 'When the Fund Stops' and Owen Walker 'Built on a Lie'.
When the Fund Stops by David Ricketts | Harriman House (harriman-house.com)
Built on a Lie (penguin.co.uk)
Check out the trailer here: https://youtu.be/M9nhgC64rCI
We explore the collective culpability by the; regulator, the regulations, authorised corporate directors, depositaries, buy list providers, pension schemes, media, even the fund structure and all who had a hand in the rise and fall of the UK's most famous fund manager.
We explore whether there was a duality of culture, was/is there an inherent flaw in the open-ended fund model? Is the desire to build book ultimately a recipe to create "supertanker funds" and undermine outcomes for investors, how can we stop the worst of investor herding out of funds? Do fund allocators get too close to their fund managers? Was there simply a lack of due diligence by fund allocators? Was it a tale of misogyny, risk raking, and greed? Was there too much hubris? What did the manager get right, what wrong? What could allocators do better? How do we inflect, reflect and reconcile?
Will selectors make the same mistake again? Probably. What lessons can we learn? Hopefully a few...
Credits;
Additional Sound effects by Soundbible.com. Creative Commons Attribution 3.0 and Public Domain 1.0. All additional Music used by Silvermansound.com Attribution 4.0 International (CC BY 4.0).
Music: Mystery Unsolved by Shane Ivers - https://www.silvermansound.com
Allianz Global Investors (AGI)
Active is: Allianz Global Investors.
Support the show (https://www.patreon.com/newfundorder)
Allianz Global Investors (AGI)Support the show
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Welcome to the New Fund Order. An Orwellian journey into the Darkside, the Frontier and the Fringe of Finance.
Ny fondordre
Episode #15
The water ripples as the air chirps to the sound of bicycles. It could only be Copenhagen! I sit down and discuss what makes fund selection different in Denmark and the wider Scandi-fication of wealth management across Europe and beyond. We tackle ESG, diversity, quantification and the introduction of ETF products. A fascinating and insightful discussion, framed by the unexpected Russian tones of Leon Trotsky, during his stay in Copenhagen, on the future of Europe and balance of global power.
With Anders Bertramsen, Head of External Products NAM
"I have the privilege of managing a small group of highly skilled investment professionals based in both Copenhagen and Stockholm." Previously Anders was with Handelsbanken, Lærernes Pension, Kirstein Finansrådgivning. Currently with Nordea Asset Management (NAM), part of the Nordea Group, the largest financial services group in the Nordic region.
'In Defence Of October'A speech delivered in Copenhagen, Denmark in November 1932
Leon Trotsky: In Defence Of October (1932)
His views will surprise many. See the film on YouTube here: https://youtu.be/WiK_8YD6ob8
"In 1935 Trotsky was compelled to move to Norway, and in 1936, under Soviet pressure, he was forced to seek asylum in Mexico, where he settled at Coyoacán. He was represented as the principal conspirator, in absentia, in the treason trials of former communist opposition leaders held in Moscow (1936–38). The evidence of treasonable plotting, however, was later proved to be fictitious. Leon Trotsky - Exile and assassination | Britannica
Together with left-field opinion, global market news and latest views, direct from my dystopian bunker. In association with my sponsor Allianz Global Investors (AGI) one of the world's leading active managers. My thanks to my guest Anders.. and you dear listener.
Please LIKE, SHARE and SUBSCRIBE. Please leave a REVIEW and let me know what you think and what topics you would like for future episodes. Until then... stay safe and.. keep it left-field!!
That's 20 episodes, 20 Guests, every 2 weeks... each episode is 25 minutes!
Join the NFO Army Citizen, https://www.patreon.com/newfundorder
Left-field Finance.
#newfundorder
Credits
Market News from the Financial Services Club. Go to https://fsclub.zyen.com/
George Orwell 'Nineteen-Eighty Four', Public Domain 1.0.
Audio clips: Public domain 1.0. Archive.o
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The podcast currently has 24 episodes available.