In this episode of our Allocator’s Edge mini-series we’re joined by Joe McDonnell, the CIO of Border to Coast Pensions Partnership, one of the UK’s largest pension pools. Joe’s career began in the 1990s on the sell side when he honed his skills and expertise in equities, derivatives and fixed income. He then spent a decade managing retirement funds for IBM and Shell, deepening his asset allocation knowledge. Joe then moved into asset management with roles at Morgan Stanley and Neuberger Berman before taking up his current role. In this episode, we discuss, what Border to Coast is; the impact of Joe’s experience with IBM and Shell; the main objectives of Border to Coast; managing stakeholder relationships for optimal investor outcomes; the balance between using external investment managers and in-house investment capabilities; and finally, facilitating decision making as a CIO across different teams. Enjoy!

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