Sandra Robertson

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.

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.

Sandra Robertson, CEO & CIO of Oxford University Endowment Management, discusses managing an endowment, hiring criteria, risk management, and engaging university students in investments. She also explores the challenges faced by Oxford University and the importance of diversity in finance.