Capital Allocators – Inside the Institutional Investment Industry Sandra Robertson – Calibrating Oxford’s Portfolio in a Crisis (Capital Allocators, EP.131)
Apr 16, 2020
Sandra Robertson, the savvy CEO and CIO of OU Endowment Management, shares her insights on navigating market challenges. She discusses portfolio calibration amid volatility and emphasizes opportunity assessment in uncertain times. With a focus on strategic adaptability, she introduces a traffic light system for evaluating investment health. The conversation also covers the importance of maintaining productivity and liquidity management during crises, making for an engaging discussion on investment strategies in turbulent markets.
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Crisis Management Steps
- Prioritize team well-being and ensure remote operational capability.
- Address immediate liabilities and secure sufficient liquidity.
Global Market Reactions
- The market reaction to the pandemic is varied globally, with Asia seemingly recovering faster.
- Unlike the GFC, this crisis is medical, making market expertise less relevant.
Offer of Support
- A Chinese manager offered to send masks, highlighting the practical support offered during the crisis.
- This contrasts with the struggles faced in Europe and the US.