Capital Allocators – Inside the Institutional Investment Industry

Tilly Franklin – Endowment Model at Cambridge University (EP.363)

Jan 22, 2024

01:08:05

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Tilly Franklin, CEO and Chief Investment Officer at University of Cambridge Investment Management, discusses her background and work at UCIM, including team development, manager selection, and sustainability. They also talk about her involvement with GAIN, a non-profit introducing women to finance careers. The chapter explores the importance of diversity in investment management and efforts to promote it, along with personal anecdotes and decision making.

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Quick takeaways

The importance of team dynamics and decision-making in successful organizations.

The significance of sustainability in investment strategies and the ambition to achieve net zero greenhouse gas emissions by 2038.

The benefits of diverse perspectives and cross-communication in investment teams.

Deep dives

Summary of the episode

Tilly Franklin, the CEO and Chief Investment Officer at University of Cambridge Investment Management, discusses her background and experience in investing. She highlights the importance of team dynamics and decision-making in successful organizations. She also shares insights into the private equity industry and the benefits of a concentrated portfolio. Franklin emphasizes the significance of sustainability in investment strategies and the university's ambition to achieve net zero greenhouse gas emissions by 2038. The team at Cambridge focuses on cognitive diversity when hiring and has implemented an executive education course to engage with fund managers on sustainable investing.

Introduction

2min

Tilly Franklin: From Operating Roles to Investment Management

20min

Building a Diverse Team with Cognitive Diversity

7min

History, Size, and Investment Strategies of Cambridge University's Endowment

4min

Asset Allocation, Discipline in Investment Process, and Sponsor Ad

3min

Adapting Strategies and Embracing Technology

4min

The Lens of Time in Manager Selection Decisions

20min

Promoting Diversity in Investment Management

12min

Tilly Franklin is the CEO and Chief Investment Officer at University of Cambridge Investment Management, where she oversees the £4.0B Cambridge University Endowment Fund. UCIM applies an endowment model approach primarily investing in managers and with an overall emphasis on sustainability. We discuss Tilly’s background that canvasses operating roles, direct private equity, at Apex, investing at Yale cub Alta Advisors, and the perspectives she brought to Cambridge four years ago. We cover her work at UCIM across developing the team, portfolio, manager selection, and sustainability. Lastly, we talk about Tilly’s experience with GAIN, or Girls Are Investors, a non-profit organization that introduces women to careers in finance. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

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