In the How Investing is Evolving podcast, we discuss regulatory and consumer trends to help those responsible for their firm's investment propositions to create what best works for both their clients, and their business.
How Investing is Evolving
Claim This Podcastby Stuart Holdsworth
11 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇦🇺
Podcast Overview
In the How Investing is Evolving podcast, we discuss regulatory and consumer trends to help those responsible for their firm's investment propositions to create what best works for both their clients, and their business.
Language
🇺🇲
Publishing Since
10/26/2021
2 verified contact emails on file for How Investing is Evolving
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Recent Episodes
September 11, 2022
Episode 10 - How Investment Management is Evolving
<p>In this month’s episode of How Investing Is Evolving Stuart sits down with Martin Franc, CEO of Invesco Australia. Martin brings a wealth of knowledge to the podcast this month, and they discuss how past initiatives and events have brought the industry to where it is, and more significantly, Stuart garners Martin's perspective on how investment management is likely to evolve moving forward. With wide ranging discussion on topics across fiduciary duty, skills, culture, regulatory, and the ever changing social and governance environments operated in today, if you’re after some insights from one of the industry leaders, this podcast is for you. </p> <p> </p> <p>Resources: The Fearless Organisation - Amy Edmondson. <a href= "https://www.booktopia.com.au/the-fearless-organization-amy-c-edmondson/book/9781119477242.html"> https://www.booktopia.com.au/the-fearless-organization-amy-c-edmondson/book/9781119477242.html</a> </p>
July 10, 2022
Episode 9 - The Reality of Portfolio Operations At Scale
<p style="font-weight: 400;">Have you ever wondered what the difference is between the investment operations of running big funds vs running investment portfolios for 100,000+ of different clients?</p> <p style="font-weight: 400;">In this episode of How Investing is Evolving I sit down with Graham Lennon who has over two decades in running fund and investment operations for some of the biggest funds in the world. Graham was generous sharing his observations, insights and touch on some of the key points that differentiate fund operations from client centric portfolio operations. If you're at a point in your evolving of your investment proposition when you start to think through the detail, this podcast is a must for you.</p>
June 13, 2022
Episode 8 - Guiding Techniques
<p style="font-weight: 400;">As many of us know, investing rarely stands alone. It's usually part of somebody's financial plan or financial journey. In this episode Stuart sits down Paul Feeney, founder of Otivo where they discuss the evolving process of financial advice, financial coaching and the personal financial journey. Paul has invested a fair amount of his life helping Australians understand their financial lives and guiding on where they may end up with investing. </p> <p style="font-weight: 400;">So if you if you want to get a perspective of what are some of our latest contemporary techniques for helping people on their financial journey, this is a podcast for you.</p> <p style="font-weight: 400;">Paul has also kindly offered a voucher for introduction to Otivo for listeners of this podcast. To redeem, please use the discount code HIEPODCAST to receive 20% off the subscription price. </p>
11 total episodes available
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Frequently asked questions
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- What is How Investing is Evolving?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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