Stephanie Niven

In this discussion, guest Stephanie Niven, co-PM of the Global Sustainable Equity Strategy at Ninety One, draws from her extensive experience following UnitedHealth Group. She explores the complexities of integrating insurance and health services, highlighting challenges in Medicare Advantage amidst regulatory scrutiny. The conversation also touches on the impact of data and technology on operational efficiency and the company's bold strategies to navigate political risks. Stephanie's insights offer a deep dive into the intricate dynamics shaping one of the largest players in American healthcare.

Stephanie Niven, a portfolio manager at Ninety One, dives into the crucial link between corporate culture and investment returns. She emphasizes the importance of diversity, equity, and inclusion in driving performance and explores how traditional metrics often miss the value of a positive culture. Niven also discusses the structural best practices that foster a supportive work environment and the need for a blend of qualitative and quantitative methods to measure culture effectively. The conversation highlights corporate culture as a competitive advantage in the evolving landscape of sustainable investing.