Helping Institutional Investors Invest With Confidence - With Jo Holden, Mercer’s Global Head of Investment Research & Consulting

In our recent discussions with some of the world’s super allocators, we have heard about their investment objectives and varying approaches to asset allocation.

In tandem with the growth in complexity, responsibility and sheer size of global investable assets, we’ve witnessed the growth of the role of the pension consultant firms, Mercer, WTW, Aon, assisting investing organisations around the world.

In this episode, Joanne Holden, their Global Head of Investment Research & Consulting, explains why a fascination with maths led her to actuarial work and then to investment consulting, and working for over two decades at Mercer.

She explains why investing institutions need consultants, how they use them, and how they approach the world of asset allocation and manager selection.

She also discusses, the issues around sustainability, manager analysis, and more broadly glass ceilings, resilience, and advice for young people thinking about finance.

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The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches, LiveTrade and Mintus.