Portfolio Allocation and Property Investments

What do JR Tolkien, Emma Watson, Oscar Wilde, Indira Gandhi, Margaret Thatcher, Niall Ferguson & Dr. Seuss have in common?  They all attended Oxford University, which for nearly 1,000 years has been educating some of the brightest of British and global youth.

To have proved so permanent and excellent is testimony to many forces, both financial and educational.

In this episode we’re delighted to have its founding Chief Investment Officer and CEO, Sandra Robertson, who explains their approach, investment goals, managing a foundation, and what excites her about the investment landscape in 2024.

She discusses managing an endowment, how a new manager becomes included in the fund, and her thinking about risk.

She explains her approach to hiring, encouraging a culture which prioritises straightforward & honest communication, and the enduring magic of the internationally renowned Oxford ecosystem.

​​The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches, LiveTrade and IFM Investors.