
Tilly Franklin – Endowment Model at Cambridge University (EP.363)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Investment Management and Sustainability
This chapter explores the nuances of assessing investment managers and the critical role of personal interactions in understanding their motivations. It discusses the evolution of private equity, the importance of sustainable investing, and the potential for integrating emissions reduction strategies into investment decisions. Additionally, the chapter highlights emerging market opportunities and the unique challenges faced in maintaining a concentrated portfolio amidst various investment strategies.
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