New research shows that most portfolios of active funds have tended to underperform comparable combinations of index strategies over the long term. Model portfolios give wealth managers an opportunity to capitalize on these findings. Join S&P DJI and industry leaders to find out how wealth managers can add value through…

Arden Jennings, co-head of Emerging Companies at Ausbil joins Equity Mates to explain why he thinks 2026 will be the year for Aussie Small Caps, and what companies might grow into household names over the next couple of years (or decades!).

For decades, fundraising was driven by relationships. Today, it increasingly starts with AI. David sits down with Lex Suvanto, Global CEO of Edelman Smithfield, to discuss how artificial intelligence is changing fundraising, why reputation is becoming one of the most valuable assets for investment firms, how GPs can…

Mohit Mittal, CIO of Core Strategies, and Saurabh Sud, Portfolio Manager, explore PIMCO’s active credit approach – how they construct portfolios, navigate market complexity, and uncover value across market environments.

How can the latest SPIVA Scorecard help inform investors in South Africa? S&P DJI’s Tim Edwards dives into the latest SPIVA results and the trends driving South Africa’s evolving active vs. passive landscape with Asset TV’s Mosidi Modise.

What does playing poker have in common with trading stocks? A lot, according to these top Wall Street traders. From patience and bet sizing to managing risk and reading other players, top firms like Susquehanna use poker to help train new traders.

Teddy Repko of the Yuhaaviatam of San Manuel Nation, shares how a shift at Columbia’s endowment from hedge funds to relationship-driven venture gave him a front-row seat to the asset class. He breaks down how LPs really underwrite managers—balancing base rates, power-law math, and portfolio construction

This week on Swimming with Allocators, Earnest and Alexa welcome Charlotte Zhang, Senior Portfolio Manager at Inatai Foundation. Charlotte shares her unconventional path from tech investment banking into LP life, her work at Inatai Foundation, and how she evaluates fund managers across asset classes.

From public to private credit, Group CIO Dan Ivascyn breaks down where value has re-emerged – and how disciplined selectivity and embracing complexity can help investors navigate the year ahead.

This conversation dives into manager selection, particularly with early-stage funds. Jay discusses entry into the business, transition from GP to LP, and GEM’s approach to identifying and backing emerging managers across buyouts, venture capital, and hedge funds.

Listen to portfolio manager Celso Munoz as he breaks down four key reasons why active managers have a real edge in the bond market.

Watch this conversation between Drew Cupps, Head of Polen's 5Perspectives Growth Team, and Investment Specialist Andrew DeVizio, covering investment philosophy, process, and current themes.

How much time do you give an underperforming investment manager?

Marlene Puffer is the CIO of Alberta Investment Management Corporation (AIMCo), where she oversees $160 billion on behalf of 17 pensions, endowments, insurance and government funds in the province of Alberta, Canada. AIMCo is one of the “Maple 8” Canadian pension managers that together oversee $2 trillion in assets and are…

In the second episode of our Super Allocator Miniseries, we travel to Australia and explore the country’s sovereign wealth fund. Ben Samild, Deputy CIO of the fund, explains: their mandate and portfolio approach, how they select external managers, predicting the post-COVID macro environment, and currency and ESG…

Ed Grefenstette is the CIO of The Dietrich Foundation. We discuss the Foundation's bold approach to illiquid investments, with 90% of assets invested in venture capital and private equity, its governance structure, and its thematic focus on innovation and emerging markets. Along the way, Ed shares insights into managing…

Head of Fund Research at Edmond de Rothschild, joins Alan Dunne to discuss the art and science of selecting managers and building portfolios of alternatives.

Quant shops, hedge funds, and algorithmic trading firms have embedded AI in their models for over a decade. But have we hit a tipping point where applications of these accelerated computing capabilities are ready to invade the more traditional asset management business?

Matt Bank is the Deputy Chief Investment Officer at GEM, an OCIO that manages $12 billion for forty clients. GEM was founded in 2007 by investment leaders at The Duke Endowment and Duke University Investment Management Company.