97: Helping Institutional Investors Invest With Confidence - With Jo Holden, Mercer’s Global Head of Investment Research & Consulting
Money Maze Podcast
Money Maze Podcast
4.8 • 216 Ratings
🗓️ 25 May 2023
⏱️ 45 minutes
🧾️ Download transcript
Summary
In tandem with the growth in complexity, responsibility and sheer size of global investable assets, we’ve witnessed the growth of the role of the pension consultant firms, Mercer, WTW, Aon, assisting investing organisations around the world.
In this episode, Joanne Holden, their Global Head of Investment Research & Consulting, explains why a fascination with maths led her to actuarial work and then to investment consulting, and working for over two decades at Mercer.
She explains why investing institutions need consultants, how they use them, and how they approach the world of asset allocation and manager selection.
She also discusses, the issues around sustainability, manager analysis, and more broadly glass ceilings, resilience, and advice for young people thinking about finance.
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn
The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches, LiveTrade and Mintus.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | I believe the two most powerful words in business are just ask. |
| 0:04.4 | From a base of 200 billion of assets, my target in five years gets to 300. |
| 0:09.6 | We struck the oil in 69 at the day before Christmas Eve. |
| 0:12.3 | On the last attempt, bang, found the oil. |
| 0:14.7 | Welcome to the Money Maize podcast. |
| 0:16.9 | I'm Simon Brewer, and Will Campion and I have created this show to explore and unravel some of the mysteries surrounding the investment business. |
| 0:24.9 | You can keep up to date by visiting Moneymayspodcast.com, and please sign up to our newsletter to ensure you won't miss a release. |
| 0:32.4 | If you enjoy the show, please subscribe, and we'd love you to tell a friend or colleague about it. |
| 0:37.2 | Thank you for listening. |
| 0:38.7 | We're delighted to have Schroeder's as a sponsor and corporate partner. |
| 0:42.8 | Schroeder is a global investment manager whose purpose is to provide excellent investment |
| 0:47.4 | performance through active decision making. |
| 0:50.4 | For more than two centuries, Schroeder's has evolved their understanding of markets, |
| 1:01.6 | offering investment solutions across fixed income, equities, multi-asset, as well as private markets through Schroeder's capital. |
| 1:12.0 | Schroeder's actively invests in companies with responsible and durable business models. They're also a leading specialist in impact investing for clients who want to maximize positive change. |
| 1:14.1 | Capital is at risk with investing. |
| 1:17.3 | Bramont is also a sponsor of the Money Mays podcast. |
| 1:23.1 | Bramont is a British company based in Henley that was established 20 years ago by two young brothers whose dream was to design and engineer beautiful chronometers. |
| 1:28.3 | When Giles English, one of those brothers, appeared as a guest on the Money Maze podcast last year, |
| 1:33.8 | he brought to life the wonderful history of British watch baking, |
| 1:37.5 | helping to explain why the world sets its time by Greenwich Mean Time, |
| 1:41.7 | and he captured the incredible challenge of mastering the complexities involved |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Money Maze Podcast, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Money Maze Podcast and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.