Casey Clark, President and CIO of Rockefeller Asset Management, joins Alan Dunne in this episode to discuss the mega trends shaping the investment landscape and asset management industry over the coming years. We hear Casey’s insights on what are the key traits of great investors, how Rockefeller evaluates aspiring portfolio managers and what makes a great investment process. The conversation delves into the changing macro landscape, the implications of a positive correlation between bonds and equities for allocators and why we may see a resurgence of value investing and greater adoption of alternatives in portfolios. We also delve into ESG, the diverging trends in ESG investing in the US and Europe and how the framework of ESG leaders and improvers is key to how Rockefeller thinks about incorporating ESG into their alpha generation process.

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Episode TimeStamps:

02:45 - Introduction to Casey Clark

07:02 - How do Rockefeller Capital Management manage their assets?

10:01 - What is their investment philosophy?

12:04 - Who are their clients?

12:45 - How do they build their strategies?

14:24 - How are they setting themselves up for mega trends like AI

16:55 - What is driving the ETF growth?

17:32 - Their approach to evaluating managers

21:49 - Having the right benchmark

24:34 - What makes a good investment process?

26:08 - How do they come up with new ideas?

30:13 - Investing with ESG in mind

34:30 - A constraint or opportunity?

36:56 - Are we approaching a changing investment environment?

41:55 - How mega trends will shape the macro landscape

50:36 - A shift in the 60/40 portfolio?

54:17 - Is there a place for alternatives?

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