Changing World, New Opportunities
Defined Contribution Invest Forum (DCIF)
In our second season of the podcast, we’re interviewing senior investment figures from large defined contribution pension schemes.
We’re asking them to reflect on the investment challenges reflecting them as DC leaders. What are they excited about – and what’s keeping them awake at night?
In this show, we chat to experienced members of the investment world, broadcasting their insights, as well as the ideas of the DCIF, to pension fund decision-makers in the UK and across the globe.
This show is hosted by Louise Farrand, a journalist who has written about DC pensions and finance issues for over a decade and has run the DCIF for nine years. Co-hosting is Lorna Kennedy, chair of the DCIF and a partner at Baillie Gifford.
To subscribe to this show and read the regular research the DCIF publishes, head to www.dcif.co.uk and follow the DCIF on Twitter (@DCIF) and LinkedIn.
We’re asking them to reflect on the investment challenges reflecting them as DC leaders. What are they excited about – and what’s keeping them awake at night?
In this show, we chat to experienced members of the investment world, broadcasting their insights, as well as the ideas of the DCIF, to pension fund decision-makers in the UK and across the globe.
This show is hosted by Louise Farrand, a journalist who has written about DC pensions and finance issues for over a decade and has run the DCIF for nine years. Co-hosting is Lorna Kennedy, chair of the DCIF and a partner at Baillie Gifford.
To subscribe to this show and read the regular research the DCIF publishes, head to www.dcif.co.uk and follow the DCIF on Twitter (@DCIF) and LinkedIn.
Episodes
Mentioned books
Dec 9, 2022 • 30min
New DCIF podcast episode: Investing in real estate 101
Fresh off a plane, Sara Shean is Louise and Jon’s guest today on Changing World, New Opportunities. We ask Sara, who is PGIM Real Estate’s global head of defined contribution, why DC schemes should invest in real estate. How could investing in real estate help a pension scheme’s ESG objectives? And how do changing consumer needs impact what sorts of real estate opportunities look interesting right now? This is the first in our three-part real estate mini-series, giving you a broad introduction to investing in real estate.Listen now by searching for the DCIF on Spotify, Apple or any other major podcast platform, or find it on the DCIF’s website.
Dec 2, 2022 • 39min
New DCIF podcast episode: Climate risk in the world of fixed income
This week on Changing World, New Opportunities, Louise and Jon speak to Bruno Bamburger, senior solutions strategist at AXA Investment Managers, about assessing climate risk and incorporating ESG into fixed income investments. How does integrating ESG within fixed income compare to the world of equities? Can fixed income investors play a role in stewardship? Ultimately, is the world getting there on the ambitious green targets we’ve set? We quiz Bruno on these topics and many more.Listen now by searching for the DCIF on Spotify, Apple or any other major podcast platform, or find it on the DCIF’s website.
Nov 25, 2022 • 33min
What’s a thematic fund? And how do you use it in DC? With guest Katie Magee from J.P. Morgan Asset Management
Thematic funds are growing rapidly – but how can they be used in a DC context? With our guest Katie Magee, an investment specialist at J.P. Morgan Asset Management, we explore thematic investment: from what thematic investment entails and where demand is coming from, through to unusual client requests and why sustainability and thematic investment go hand in hand.
Nov 18, 2022 • 32min
Effective engagement with Baillie Gifford’s Siobhan Cleary
Jon, Louise and guest Siobhan Cleary, an investment specialist at Baillie Gifford, discuss the purpose of engagement, how you measure it and communicate better with end investors. How are regulatory reporting requirements changing, and how are asset managers working to provide meaningful data to their DC scheme clients?
Oct 6, 2022 • 17min
Impact investing with abrdn’s Sarah Norris
In our first episode, Jon Holguin and Louise Farrand dive straight into the first of an ESG mini-series: impact investing with abrdn’s Sarah Norris. What is impact investing and how can DC schemes embrace it? How is impact investing evolving? In this wide-ranging conversation, we cover all things impact and why it should matter to DC investors.
