Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480) | Capital Allocators – Inside the Institutional Investment Industry

Ashby Monk, Executive and Research Director of the Stanford Research Initiative on Long-Term Investing, discusses the Total Portfolio Approach (TPA) and the evolving role of technology, including AI, in asset management. Monk views TPA as an "investor identity project" requiring a nerve center to align organizational goals with risk budgets and real-time portfolio data. He notes that while AI offers speed and insight, its most exciting application lies in inference, which can reveal new knowledge and optimize portfolio positioning. Monk highlights innovative approaches at Saudi Arabia's Public Investment Fund (PIF) and New Mexico's State Investment Council, emphasizing their developmental investment strategies aimed at achieving goals like net-zero emissions and improved education. He also touches on the importance of neurodiversity as a superpower in the investment industry.

Outlines

Part 1: Context, TPA, and AI

Part 2: Innovation, Strategy, and Tools

Part 3: Talent, Media, and Research

Part 4: Personal Insights, Future

Sign in to continue reading, translating and more.

Continue

Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)

Capital Allocators – Inside the Institutional Investment Industry

Part 1: Context, TPA, and AI

The Growing Importance of Asset Owners and Ashby Monk's Evolving Focus

Total Portfolio Approach (TPA): An Investor Identity Project Requiring Tech and Real-Time Data

AI's Role in Unlocking Returns: From Speed to Insight in Asset Management

Part 2: Innovation, Strategy, and Tools

Innovation Examples: PIF's Net Zero Goal and New Mexico's Education Focus

New Mexico's Investment Strategy and the Rise of AI-Powered Investment Tools

Hoopit: Relationship Intelligence and the Need for Improvement in Asset Allocation

Part 3: Talent, Media, and Research

Developing Talent and the Power of Podcasts in Institutional Investment

Research Projects: ESG's Financial Uplift and Neurodiversity as a Superpower

Part 4: Personal Insights, Future

Closing Questions: Dyslexia, Multiverse, and Scaling Ideas

Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)

Capital Allocators – Inside the Institutional Investment Industry

Part 1: Context, TPA, and AI

00:00The Growing Importance of Asset Owners and Ashby Monk's Evolving Focus

The Growing Importance of Asset Owners and Ashby Monk's Evolving Focus

04:49Total Portfolio Approach (TPA): An Investor Identity Project Requiring Tech and Real-Time Data

Total Portfolio Approach (TPA): An Investor Identity Project Requiring Tech and Real-Time Data

17:38AI's Role in Unlocking Returns: From Speed to Insight in Asset Management

AI's Role in Unlocking Returns: From Speed to Insight in Asset Management

Part 2: Innovation, Strategy, and Tools

25:40Innovation Examples: PIF's Net Zero Goal and New Mexico's Education Focus

Innovation Examples: PIF's Net Zero Goal and New Mexico's Education Focus

31:22New Mexico's Investment Strategy and the Rise of AI-Powered Investment Tools

New Mexico's Investment Strategy and the Rise of AI-Powered Investment Tools

37:21Hoopit: Relationship Intelligence and the Need for Improvement in Asset Allocation

Hoopit: Relationship Intelligence and the Need for Improvement in Asset Allocation

Part 3: Talent, Media, and Research

45:02Developing Talent and the Power of Podcasts in Institutional Investment

Developing Talent and the Power of Podcasts in Institutional Investment

55:56Research Projects: ESG's Financial Uplift and Neurodiversity as a Superpower

Research Projects: ESG's Financial Uplift and Neurodiversity as a Superpower

Part 4: Personal Insights, Future

59:32Closing Questions: Dyslexia, Multiverse, and Scaling Ideas

Closing Questions: Dyslexia, Multiverse, and Scaling Ideas