Chief Investment Officer Podcast

August 22nd, 2019

Dominic Garcia: From Mentee to Mentor

CIO discusses innovations and learning experiences from his Wisconsin days, and how he brings it all to his fund.

July 29th, 2019

Gary Bruebaker: A Top Decile Career

Outgoing Washington State Investment Board CIO reflects on his journey, lessons learned, and more.

June 27th, 2019

Jenny Chan: The Chief of CHOP

New Children’s Hospital of Philadelphia, 2018 NextGen talks new responsibilities, market concerns, and more.

May 23rd, 2019

Charles Millard’s Pension Proposals

The former PBGC director talks about what’s going on in Washington and more.

April 25th, 2019

Marcus Frampton: New Sheriff in Juneau

How the CIO’s private investments are paying off.

March 18th, 2019

Kim Lew: Growing Your Markets (and Your Team)

CIO of the Carnegie Corp. talks Africa investments, team building, and more.

February 6th, 2019

Ash Williams and the Shape of 2019

Florida CIO gives his outlook on 2019 and more.

January 2nd, 2019

Mansco Perry: A Lifetime of Investing

2018 Lifetime Achievement honoree discusses his career, private equity, and his love of baseball.

November 15th, 2018

Charles Van Vleet and the Road to Retirement

At some point in time, each person hopes to be able to successfully retire. Although many with a pension do see their golden years work-free, these traditional benefits are being…

October 11th, 2018

Dr. Matthew Sherwood and ESG Investing

In this edition, Dr. Matthew Sherwood of MMBB Financial Services will educate the masses on the keys to understanding ESG investing. Dr. Sherwood will discuss turning an ESG bear…

Industry White Papers

Investing in Real Estate, Look to New York—Here’s Why Capitalizing on near-term opportunities

2020 Long-term Capital Market Assumptions Q2 Update

Emerging Markets and Covid-19: Crisis or opportunity…or both? 2020 will be a challenging moment for Emerging Markets’ economies. But there will likely be a wide open Emerging Markets “door” that sees governments fall back on privatisation to bridge fiscal holes. In an environment of tight domestic monetary conditions and reduced cross border flows, the buyers of these assets have considerable advantage.

Meditations in an emergency Multi-Asset Strategist Adam Berger discusses the macro and market impact of the coronavirus and offers his "playbook" for the coming weeks and months, including thoughts on rebalancing and opportunistic investments.

The Power of Portfolio Flexibility Many investment managers apply strict portfolio constraints under the guise of risk management best practices. This paper examines the costs of those investment constraints and how an unconstrained investment approach can be key in generating long-term excess returns.

Quantitative Science—Actively Adding To Fixed Income Decisions Quantitative vs. active debate? This issue of Franklin Templeton Fixed Income Markets explains how our “active quant” approach sets us apart.