Capital Allocators – Inside the Institutional Investment Industry

Sandra Robertson – Oxford’s Queen of Endowment Management (Capital Allocators, EP.130)

Apr 13, 2020

Sandra Robertson, CEO and Chief Investment Officer of OU Endowment Management, shares her remarkable journey from stockbroker to endowment manager. She discusses navigating market volatility and the crucial role of mentorship in her career. Robertson elaborates on strategic asset allocation, including the integration of public and private equity, while addressing the complexities of fees and ESG considerations. Her insights into resource efficiency and innovative investment approaches provide a fresh perspective on modern investment strategies.

59:23

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Sandra Robertson

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Episode notes

Intro

4min

From Stockbroker to Endowment Architect

22min

Strategic Asset Allocation in Investment

13min

Navigating Investment Strategies During Market Turbulence

17min

Navigating Investment Complexity and Currency Management

2min

Navigating Growth in Resource Efficiency and Innovative Investments

2min

Reflections on Investment Philosophy and Personal Growth

2min

Sandra Robertson is the CEO and Chief Investment Officer of OU Endowment Management Ltd, a subsidiary company of the University of Oxford that manages the 4 billion GBP Oxford Endowment Fund. Simply put, she is one of the most respected endowment managers in the world.

Our conversation covers Sandra’s start at the Wellcome Trust in the mid-90s, her arrival at Oxford in 2007, Oxford’s investing lens across inefficiencies, talent and themes, decision making, behavior and actions in volatile markets, private equity fees and alignment, and ESG.

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