The Allocators’ Playbook by Markets Group is a podcast for asset allocators navigating asset allocation, manager selection and the next market cycle. Please visit us online at www.marketsgroup.org
The Allocators Playbook
Claim This Podcastby Markets Group
58 episodes
Updated Daily
Accepts GuestsHas Sponsors
Podcast Overview
The Allocators’ Playbook by Markets Group is a podcast for asset allocators navigating asset allocation, manager selection and the next market cycle. Please visit us online at www.marketsgroup.org
Language
🇺🇲
Publishing Since
9/10/2024
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Recent Episodes
August 5, 2026
Why UBC Investment Management CEO Dawn Jia says portfolios need nutrients, not asset-class labels
<p>How should institutional investors think about portfolio construction in an era of market concentration? Dawn Jia, president and CEO of UBC Investment Management, joins The Allocators Playbook with an unusual answer: stop investing by the label. Just as a diet isn't really about meat, carbs and vegetables but about protein and vitamins, Jia argues portfolio construction should look past asset class labels to the economic exposures underneath — a lens that lets UBCIM spot a valuation gap between public REITs and private real assets and, she says, pocket a 30% return in twelve months.</p><p><br /></p><p>In conversation with Markets Group Deputy Editor Lauren Bailey, Jia explains why index concentration has become a structural ceiling on active management — beat a top-heavy benchmark and you'd have to be more concentrated than the benchmark itself — and where she's hunting for uncorrelated alpha as de-globalization regionalizes the opportunity set. She also details why UBCIM redesigned a quant manager's strategy around a climate-aware benchmark instead of dropping the manager over weak proxy voting, and why social risk is t</p>
July 22, 2026
Sampension CIO bets on RA, VC to hedge inflation era
<p>Henrik Olejasz Larsen, the chief investment officer at €47B Sampension is rebuilding the portfolio for a world where falling rates are no longer a given,</p>
July 8, 2026
CIO Hall of Famer John Skjervem on a 'Truman Show' Fund, Doubling AUM, and Fiduciary True North
<p>What matters most, governance structure or market insight? In this in-depth conversation with up-in-coming CIO Hall of Famer honoree, John Skjervem, learn his leading takeaways from doubling the AUM in Oregon, what it was like to switch to a 97% funded Utah Retirement System, and how he helped to ready Northern Trust for institutional clients. </p><p><br></p><p><strong>TimeStamps:</strong></p><p>00:12 - Introduction to John Skjervem and His Achievements</p><p>03:20 - Defining Fiduciary True North</p><p>12:18 - Navigating Pressures as a CIO</p><p>13:26- Revamping Oregon's Investment Systems</p><p>16:13 - Leadership vs. Management: The Rowboat Analogy</p><p>18:22 - The Importance of Governance in Investment Outcomes</p><p>21:48 - Offense vs. Defense in Investment Strategies</p><p>24:26 - First Impressions and Pressure Testing in Utah</p><p>26:25 - Misunderstandings in Managing Retirement Systems</p><p>30:31 - Systemic Issues in State Pension Funds</p><p>35:01 - Legacy and Impact as a CIO</p>
58 total episodes available
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- What is The Allocators Playbook?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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Yes, this podcast regularly features guests.
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